LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349101278
- Schema version
- 2017v2.2
- 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
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T11:32:30-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 HOUSE AVENUE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | 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 | 222719260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG FAMILY EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7172435757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F LONG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7172435757 | PhoneNum |
| Signature | 2018-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW S WILDASIN CPA | PreparerPersonNm |
| PTIN | P00795734 | PTIN |
| Phone | 7177617210 | PhoneNum |
| 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 | $11,798,119 | 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 | $356,150 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $262,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$142,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,246,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $476,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,347 | 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 | $1,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $937 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,460 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $730 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,071 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,406 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $423,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $423,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,306 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $423,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $260,180 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $621,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,174,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,174,170 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,847,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,970,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,970,137 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,784,482 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,653,812 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,653,812 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,253,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,798,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,798,119 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $10,253,184 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,798,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,253,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,798,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,253,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,798,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,253,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,503,022 | OtherIncreasesAmt |
| Subtotal | $11,798,119 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,798,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC SUBORDINATED NOTE | P | 2010-03-03 | 2017-01-17 | $200,000 | $200,041 | -$41 | -$41 |
| JOY GLOBAL INC CSH MGR | P | 2009-08-27 | 2017-04-06 | $169,800 | $237,994 | -$68,194 | -$68,194 |
| POTASH CORP SASK INC | P | 2013-08-12 | 2017-04-27 | $169,489 | $304,010 | -$134,521 | -$134,521 |
| GENERAL ELECTRIC CO COMMON | P | 2007-12-19 | 2017-07-24 | $253,597 | $196,436 | $57,161 | $57,161 |
| BANK OF AMERICA CORP SENIOR MEDIUM TERM NOTE | P | 2009-08-18 | 2017-08-15 | $250,000 | $250,000 | $0 | $0 |
| PITNEY BOWES INC SENIOR MEDIUM TERM NOTE | P | 2011-12-09 | 2017-10-17 | $203,894 | $200,577 | $3,317 | $3,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$142,278 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $468,264 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,958,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $792,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,550,726 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092644 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $641,711 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,046,083 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070938 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $903,859 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,051,690 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $306,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,833,706 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044902 | DistributionYr5Rt |
| Total Distribution | 0.373009 | TotalDistributionRt |
| Average Distribution | 0.074602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,911,426 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $814,014 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,602 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $816,616 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $423,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,204 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,204 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,204 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36 | OverpaymentAmt |
| Applied To ES Tax | $36 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT F LONG | IndividualWithBooksNm |
| Phone | 7172435757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHERINE LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TODD R LONG | ||||||||
| 5 WELLINGTON COURT | CARLISLE | PA | 17013 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS AND GRANTS TO CHARITIES AND EDUCATIONAL INSTITUTIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | SCHOLARSHIPS AWARDED FOR ATTENDANCE AT EDUCATIONAL INSTITUTIONS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,127,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $949,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,077,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,077,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,911,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $545,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $545,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,204 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,204 | TotalTaxAmt |
| Distributable Before Adj | $540,367 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $540,367 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $540,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $423,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $423,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $423,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $540,367 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $504,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $193,683 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $372,358 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,529 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,096,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $423,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $116,467 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $116,467 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $979,683 | 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 | $979,683 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $388,113 | ExcessFromYear4Amt |
| Excess From Year3 | $193,683 | ExcessFromYear3Amt |
| Excess From Year2 | $372,358 | ExcessFromYear2Amt |
| Excess From Year1 | $25,529 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES | |||||||
| 101 N FRONT ST | HARRISBURG | PA | 17101 | NONE | 501 C3 | GENERAL | $750 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501 C3 | GENERAL | $11,000 |
| CARLISLE AREA FAMILY LIFE CENTER | |||||||
| 155 N HANOVER ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| CARLISLE FAMILY YMCA | |||||||
| 311 SOUTH WEST STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $7,000 |
| CEDAR CREST COLLEGE | |||||||
| 100 COLLEGE DR | ALLENTOWN | PA | 18104 | NONE | 501 C3 | GENERAL | $10,000 |
| CENTRAL PA YOUTH BALLET | |||||||
| 5 N ORANGE ST 3 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 |
| CHRIST THE KING SCHOOL | |||||||
| 164 HOPKINS AVE | HADDONFIELD | NJ | 08033 | NONE | 501 C3 | GENERAL | $3,000 |
| COLORADO CHRISTIAN UNIVERSITY | |||||||
| 8787 W ALAMEDA AVE | LAKEWOOD | CO | 80226 | NONE | 501 C3 | GENERAL | $10,293 |
| CUMBERLAND COUNTY HISTORICAL SOCIETY | |||||||
| 21 N PITT ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| CUMBERLAND PERRY ARC | |||||||
| 71 ASHLAND AVENUE | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| DIAKON WILDERNESS CENTER | |||||||
| 571 MOUNTAIN RD | BOILING SPRINGS | PA | 17007 | NONE | 501 C3 | GENERAL | $2,500 |
| FORDHAM UNIVERSITY | |||||||
| 557 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | 501 C3 | GENERAL | $66,200 |
| FRIENDS OF CARLISLE THEATRE | |||||||
| 40 WEST HIGH STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| INNER-CITY SCHOLARSHIP FUND | |||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | NONE | 501 C3 | GENERAL | $250 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | NONE | 501 C3 | GENERAL | $5,000 |
| MID PENN LEGAL SERVICES | |||||||
| 213-A NORTH FRONT STREET | HARRISBURG | PA | 17101 | NONE | 501 C3 | GENERAL | $1,000 |
| RIPON COLLEGE | |||||||
| 300 SEWARD ST | RIPON | WI | 54971 | NONE | 501 C3 | GENERAL | $10,000 |
| ROMAN CATHOLIC DIOCESE OF HARRISBURG | |||||||
| 4800 UNION DEPOSIT RD | HARRISBURG | PA | 17111 | NONE | 501 C3 | GENERAL | $200 |
| SALVATION ARMY | |||||||
| 20 E POMFRET ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| ST PATRICK CHURCH SCHOOL | |||||||
| 87 MARSH DR | CARLISLE | PA | 17015 | NONE | 501 C3 | GENERAL | $168,590 |
| TRINITY HIGH SCHOOL | |||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | 501 C3 | GENERAL | $15,000 |
| UNIVERSITY OF WISCONSIN | |||||||
| 702 WEST JOHNSON STREET | MADISON | WI | 53715 | NONE | 501 C3 | GENERAL | $7,265 |
| VILLANOVA | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | 501 C3 | GENERAL | $50,000 |
| WILSON COLLEGE | |||||||
| 1015 PHILADELPHIA AVE | CHAMBERSBURG | PA | 17201 | NONE | 501 C3 | GENERAL | $10,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| UNIVERSITY PARKWAY | BALTIMORE | MD | 21218 | NONE | 501 C3 | GENERAL | $200 |
| MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17551 | NONE | 501 C3 | GENERAL | $15,000 |
| CLINTON COMMUNITY COLLEGE | |||||||
| 136 CLINTON POINT DR | PLATTSBURGH | NY | 12901 | NONE | 501 C3 | GENERAL | $653 |
| MANSFIELD UNIVERSITY | |||||||
| 31 S ACADEMY ST | MANSFIELD | PA | 16933 | NONE | 501 C3 | GENERAL | $10,000 |
| AMERICAN IRISH HISTORICAL SOCIETY | |||||||
| 991 5TH AVENUE | NEW YORK | NY | 10028 | NONE | 501 C3 | GENERAL | $2,000 |
| MARANATHA CARLISLE | |||||||
| 17 E HIGH ST SUITE 104 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501 C3 | GENERAL | $2,500 |
| BLESSED SACRAMENT CHURCH | |||||||
| 2121 N 3RD STREET | HARRISBURG | PA | 17110 | NONE | 501 C3 | GENERAL | $2,400 |
| CATHOLIC EXTENSION | |||||||
| 150 SOUTH WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501 C3 | GENERAL | $100 |
| ASSOCIATION OF THE UNITED STATES ARMY | |||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | 501 C3 | GENERAL | $1,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $423,900 | 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 | $262,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$142,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,069 | 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 | ROBERT F LONG | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $356,150 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF PACCAR INC COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $356,150 | FairMarketValueAmt |
| Received | 2017-12-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,875 | Amt |
| Net Investment Income | $937 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $7,970,137 | EOYBookValueAmt |
| EOYFMV | $7,970,137 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,173,246 | $2,173,246 |
| CERTIFICATE OF DEPOSITS | AT COST | $480,566 | $480,566 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,503,022 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTERED AGENT | $380 | $190 | $0 |
| MISC | $1,080 | $540 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2017 ESTIMATED TAXES | $5,240 | $0 | $0 |
| FOREIGN TAXES | $500 | $500 | $0 |
| 2016 TAX PAID WITH RETURN | $1,331 | $0 | $0 |
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