BETA

THE ROYER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE ROYER FAMILY CHARITABLE FOUNDATION (EIN 94-3447665)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-03
IRS object ID
201821239349101402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-03T16:34:47-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260006710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIFT CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11205 MANOR DRIVE SUITE 100AddressLine1Txt
CityMECHANICSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17055ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943447665EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROYER FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROYEBusinessNameControlTxt
Phone7174131448PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11204 EMPIRE CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonREBECCA R FUCHSPersonNm
Person TitleTREAS./VICE-CHAIRMANPersonTitleTxt
Phone7174131448PhoneNum
Signature2018-05-02SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES J BRUZGA CPAPreparerPersonNm
PTINP00354532PTIN
Phone7177663555PhoneNum
Preparation2018-05-02PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,554,832FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$101,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$101,306DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$99,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$219,199GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$99,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200,749TotalRevAndExpnssAmt
Total Net Invst Incm$200,749TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,700CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$18,700CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,244AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$663TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$41OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$20,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,700TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$317,021ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$317,021ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$337,969TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$335,721TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$137,220ExcessRevenueOverExpensesAmt
Net Investment Income$200,749NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$67,855SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,391SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,391SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,357,392OtherInvestmentsBOYAmt
Other Investments EOY$3,237,636OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,504,441OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,425,247TotalAssetsBOYAmt
Total Assets EOY$3,288,027TotalAssetsEOYAmt
Total Assets EOYFMV$6,554,832TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,425,247RetainedEarningBOYAmt
Retained Earning EOY$3,288,027RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,425,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,288,027TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,425,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,288,027TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,425,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$137,220ExcessRevenueOverExpensesAmt
Subtotal$3,288,027SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,288,027TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD CONSUMER STAPLES ETFP2009-01-202017-11-02$61,257$40,362$20,895$20,895
VANGUARD CONSUMER STAPLES ETFP2009-01-202017-11-02$27,225$11,125$16,100$16,100
VANGUARD DIV APPRECIATION ETFP2010-11-262017-11-02$130,717$68,269$62,448$62,448
FieldValueIRS element (for citing)
Capital Gain Net Income$99,443CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$306,855AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,459,075NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056210DistributionYr1Rt
Adjusted Qlfy Distri Yr2$241,855AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,505,331NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043931DistributionYr2Rt
Adjusted Qlfy Distri Yr3$280,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,412,565NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051787DistributionYr3Rt
Adjusted Qlfy Distri Yr4$155,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,682,889NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042249DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$917,136NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054518DistributionYr5Rt
Total Distribution0.248695TotalDistributionRt
Average Distribution0.049739AverageDistributionRt
Net Vl Noncharitable Assets$6,135,632NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$305,180AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,007NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$307,187AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$335,721QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,007InvestmentIncomeExciseTaxAmt
Subtotal$2,007SubtotalAmt
Tax Based On Investment Income$2,007TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,357EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,357TotalPaymentsAndCreditsAmt
Tax Due$650TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksREBECCA R FUCHSIndividualWithBooksNm
Phone7174131448PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11204 EMPIRE CIRCLEAddressLine1Txt
CityLANCASTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP176011658ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KENNETH R ROYER
1526 OAK STREETLEBANONPA17042CHAIRMAN5.00$0$0$0
WILLIAM H ROYER
2324 SOUTH GILINGER ROADLAFAYETTE HILLSPA19444SECRETARY1.00$5,500$0$0
REBECCA R FUCHS
1204 EMPIRE CIRCLELANCASTERPA176011658TREAS./VICE-3.00$8,700$0$0
JONATHAN ROYER
6 TRUFFLE GLEN RDMECHANICSBURGPA17050BOARD MEMBER1.00$2,250$0$0
MARGARET HASTINGS
353 HARVARD ROADSTOWMA01775BOARD MEMBER1.00$2,250$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,212,445AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,623AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,229,068TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,229,068AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$93,436CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,135,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$306,782MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$306,782MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,007TaxBasedOnInvestmentIncomeAmt
Total Tax$2,007TotalTaxAmt
Distributable Before Adj$304,775DistributableBeforeAdjAmt
Distributable Before Ded$304,775DistributableBeforeDedAmt
Distributable As Adjusted$304,775DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$335,721ExpensesAndContributionsAmt
Qualifying Distributions$335,721QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,007PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$333,714AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$304,775DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$29,579ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$29,579TotalExcessDistributionCyovAmt
Qualifying Distributions$335,721QualifyingDistributionsAmt
Applied To Current Year$304,775AppliedToCurrentYearAmt
Remaining Distri From Corpus$30,946RemainingDistriFromCorpusAmt
Total Corpus$60,525TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$60,525ExcessDistriCyovToNextYrAmt
Excess From Year1$29,579ExcessFromYear1Amt
Excess From Current Year$30,946ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH R ROYERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARMS AROUND AFRICA
121 WEST BROADWAYRED LIONPA173562103N/ANONECOMMUNITY & RURAL DEVELOP WORK$36,621
BRETHREN HOUSING ASSOCIATION
219 HUMMEL STREETHARRISBURGPA17104N/ANONESUPPORT FOR BUILDING FUND$14,000
NEW COMMUNITY PROJECT
117 NATURE ROADBLUE RIDGEVA24064N/ANONESUPPORT OF GIRLS' EDUCATION$5,000
CHURCH OF THE BRETHREN
1451 DUNDEE AVENUEELGINIL60120N/ANONESUPPORT FOR HAITI MEDICAL PROJECT$160,400
FOUND IN TRANSLATION
1532B DORCHESTER AVEDORCHESTERMA02122N/ANONESUPPORT FOR IMMIGRANT TRAIN. & EDUC.$30,000
HORIZONS PROGRAM
725 HAMILTON ROADLANCASTERPA17601N/ANONESUMMER PRGRM FOR LOW-INCOME CHILDREN$16,000
GATHERING TOGETHER
476 CR 516HUNTSVILLEAR72740N/ANONEHEALTH CARE TO PEOPLE OF LIBERIA$55,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$317,021TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$101,306ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$99,443ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$200,749ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200,749TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,244Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD MUTUAL FUNDS, ETFS & STOCKSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,237,636BookValueAmt
EOYFMV$6,504,441EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
OFFICE EXPENSE$41

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF EXCISE TAXCategoryTxt
Amt$300Amt

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