HALL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HALL FOUNDATION (EIN 23-6243044)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201743199349100739
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T09:46:26-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251817405PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT W MORRIS & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 68AddressLine1Txt
CityNEW BLOOMFIELDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP170680068ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236243044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHALLBusinessNameControlTxt
Phone7177611057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1200AddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDARREN HALLPersonNm
Person TitleTREASURERPersonTitleTxt
Phone7177611057PhoneNum
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W MORRIS IIIPreparerPersonNm
PTINP00219126PTIN
Phone7175828135PhoneNum
Preparation2017-11-08PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id2F5D4A0A014269BE70A80A5007DAC981B85BB602AtSubmissionCreationDeviceId
At Submission Filing Device Id65CBC510D1B41C6325B8FDAE3E7C5A3DC422E9EDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,151,447FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,447InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,447InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$72,716DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,716DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$393,778NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,957,377GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$393,778CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,000OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$470,941TotalRevAndExpnssAmt
Total Net Invst Incm$468,941TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$113,810CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$45,524CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$56,905CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,170OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$4,170OthEmplSlrsWgsNetInvstIncmAmt
Pension Empl Bnft Rev And Expnss$9,216PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,686PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$4,608PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,200AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$36,159OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$36,159OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,052TaxesRevAndExpnssAmt
Taxes Net Invst Incm$637TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$10,886OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$4,899OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$4,899OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,698TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,014TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$3,014TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,872OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,213OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,671OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$202,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$109,502TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$73,097TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$207,990ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$207,990ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,053TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$109,502TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$281,087TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$60,888ExcessRevenueOverExpensesAmt
Net Investment Income$359,439NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$197CashBOYAmt
Cash EOY$58CashEOYAmt
Cash EOYFMV$1,943CashEOYFMVAmt
Sav And Temp Cash Invst BOY$406,816SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,730,113SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,730,113SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$2,121PrepaidExpensesBOYAmt
US Government Obligations BOY$2,830USGovernmentObligationsBOYAmt
Corporate Stock BOY$4,976,229CorporateStockBOYAmt
Corporate Stock EOY$1,730,605CorporateStockEOYAmt
Corporate Stock EOYFMV$2,219,391CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$231,133InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$231,133LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$231,133LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$200,000LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$5,618,932TotalAssetsBOYAmt
Total Assets EOY$5,691,909TotalAssetsEOYAmt
Total Assets EOYFMV$6,151,447TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,618,932RetainedEarningBOYAmt
Retained Earning EOY$5,691,909RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,618,932TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,691,909TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,618,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,691,909TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,618,932TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$60,888ExcessRevenueOverExpensesAmt
Other Increases$12,089OtherIncreasesAmt
Subtotal$5,691,909SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,691,909TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY BROKERAGEP$3,808,039$3,412,918$395,121$395,121
FIDELITY BROKERAGEP$147,568$150,681-$3,113-$3,113
FieldValueIRS element (for citing)
Capital Gain Net Income$393,778CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$328,151AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,434,885NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050996DistributionYr1Rt
Adjusted Qlfy Distri Yr2$359,231AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,618,882NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054274DistributionYr2Rt
Adjusted Qlfy Distri Yr3$326,407AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,496,172NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050246DistributionYr3Rt
Adjusted Qlfy Distri Yr4$300,878AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,493,574NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046335DistributionYr4Rt
Adjusted Qlfy Distri Yr5$283,505AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,453,341NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043932DistributionYr5Rt
Total Distribution0.245783TotalDistributionRt
Average Distribution0.049157AverageDistributionRt
Net Vl Noncharitable Assets$6,079,866NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$298,868AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,594NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$302,462AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$281,087QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,189InvestmentIncomeExciseTaxAmt
Subtotal$7,189SubtotalAmt
Tax Based On Investment Income$7,189TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,280TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$117EsPenaltyAmt
Tax Due$4,026TaxDueAmt

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 BooksDARREN HALLIndividualWithBooksNm
Phone7177611057PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1200AddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17001ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
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
ROBERT E HALL
PO BOX 1200CAMP HILLPA17001PRESIDENT20.00$72,060$0$0
LEROY ZIMMERMAN
PO BOX 1200CAMP HILLPA17001TRUSTEE10.00$3,000$0$0
GERALD HALL JR
PO BOX 1200CAMP HILLPA17001SECRETARY10.00$15,000$0$0
DARREN HALL
PO BOX 1200CAMP HILLPA17001TREASURER10.00$10,750$0$0
R JAREK HALL
PO BOX 1200CAMP HILLPA17001TRUSTEE10.00$13,000$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$5,972,452AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$200,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,172,453TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,172,453AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,587CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,079,866NetVlNoncharitableAssetsAmt
Minimum Investment Return$303,993MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$303,993MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,189TaxBasedOnInvestmentIncomeAmt
Total Tax$7,189TotalTaxAmt
Distributable Before Adj$296,804DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$298,804DistributableBeforeDedAmt
Distributable As Adjusted$298,804DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$281,087ExpensesAndContributionsAmt
Qualifying Distributions$281,087QualifyingDistributionsAmt
Adjusted Qualifying Distri$281,087AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$298,804DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$14,131ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,662ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,793TotalExcessDistributionCyovAmt
Qualifying Distributions$281,087QualifyingDistributionsAmt
Applied To Current Year$281,087AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$17,717ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,717ExcessDistributionCyovAppCYAmt
Total Corpus$6,076TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,076ExcessDistriCyovToNextYrAmt
Excess From Year1$6,076ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT E HALLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1200AddressLine1Txt
CityCAMP HILLCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17001ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7177611057RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP GRANTS AS REQUIRED BY THE PARITICIPATING COLLEGE ADMINISTRATOR. CHARITABLE CONTIRUBTIONS HAVE NO SPECIFIED FORMAT.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHREE CALENDAR MONTHS PRIOR TO THE DATE OF THE REQUESTED GRANT.SubmissionDeadlinesTxt
Restrictions On AwardsCOLLEGE SCHOLARSHIP GRANTS ARE AWARED (UP TO 2,000) TO INDIVIDUALS GRADUATING FROM HIGH SCHOOL DISTRICTDS HWIHC SPONS HARRSIBURG AREA COMMUNITY COLLEGE. AWARDS BASED ON MERITORIUS ACHIEVEMENT, LEADERSHIP QUALITIES AND PERSONAL SERVICES TO OTHERS AS DETERMINED EXCLUSIVELY BY THE PARTICIPATING SCHOOL DISTRICTS. AMOUNTS ARE AWARDED ANNUALLY AT THE DISCRETION OF THE FOURNDATION. OTHER SCHOLARSHIP GRANTS ARE REMITTED TO THE EDUCATIONAL INSTITUTION AS SELECTED BY THE APPROPRIATE SCHOOL DISTRICT FOR THE BENEIFT OF THE RECIPIENT. OTHER CHARITABLE GRANTS ARE AT THE DISCRETION OF THE BOARD OF TRUSTEES AND LIMITED TO OTHER IRC SECTION 501 (C)(3) ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GOODWILL KEYSTONE AREA
1150 GOODWILL DRIVEHARRISBURGPA17101PUBLIC CHAR.ASSISTANCE BASED ON NEED$1,000
AMERICAN RED CROSS
2025 E STREET NWWASHINGTONDC20006PUBLIC CHARASSISTANCE BASED ON NEED$1,000
ARMY HERITAGE CENTER FOUNDATION
950 SOLDIERS DRIVECARLISLEPA17013PUBLIC CHAR.EDUCATION AND EXHIBITIONS$500
ART ASSOCIATION OF HARRISBURG
21 NORTH FRONT STHARRISBURGPA17101PUBLIC CHAREDUCATION AND EXHIBITIONS$2,500
BACKYARD BENEFITS
2825 NORTH SECONDHARRISBURGPA17110PUBLIC CHAR.MEDICAL - BREAST CANCER AWARENESS$1,000
BIG 33 SCHOLARSHIP FOUNDATION
724 S 22ND STHARRISBURGPA17104PUBLIC CHAR.SCHOLARSHIPS$6,500
BOY SCOUTS OF AMERICA
1 BADEN POWELL LANEMECHANICSBURGPA17050PUBLIC CHAR.FUNDED PROGRAM "URBAN SCOUTING"$5,000
BOYS & GIRLS CLUB OF HARRISBURG
1227 BERRY HILL STHARRISBURGPA17104PUBLIC CHARYOUTH PROGRAMS$2,000
CAMP CURTAIN MEMORIAL CHURCH
2221 N 6TH STHARRISBURGPA17110PUBLIC CHAR.CHURCH OPERATIONS$2,000
CAMP HILL CHALLENGERS
PO BOX 314CAMP HILLPA17011PUBLIC CHAR.COMMUNITY & CULTURAL IMPROVEMENT$500
CAMP HILL LIONS CLUB
128 N 26 STCAMP HILLPA17011PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$250
CAMP HILL UNITED METHODIST
417 S 22ND STCAMP HILLPA17011PUBLIC CHAR.CHURCH OPERATIONS$1,000
CAPITAL REGION ARTS & EDUCATION
200 N 3RD STHARRISBURGPA17108PUBLIC CHARSUPPORT C.A. ART CHARTER SCHOOL$525
CAPITAL REGION LITERACY COUNCIL
PO BOX 678HARRISBURGPA17108PUBLIC CHAR.LITERACY IMPROVEMENT$1,000
CENTER FOR CHAMPIONS
251 VERBEKE STHARRISBURGPA17102PUBLIC CHAR.AFTERSCHOOL PROGRAM$1,000
CENTRAL PA FOOD BANK
3908 COREY ROADHARRISBURGPA17109PUBLIC CHAR.ASSISTANCE - NEED BASED$1,000
CENTRAL PA FRIENDS OF JAZZ
5721 JONESTOWN ROADHARRISBURGPA17112PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$1,500
CENTRAL PA YOUTH BALLET
5 NORTH ORANGE ST NO 3CARLISLEPA17013PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$700
CENTRAL PENN COLLEGE EDUC FOUND
600 VALLEY ROADSUMMERDALEPA17093PUBLIC CHARSCHOLARSHIPS$5,000
CHILDREN'S MIRACLE NETWORK
205 WEST 700 SOUTHSALT LAKE CITYUT84101PUBLIC CHARSUPPORT FOR CHILDREN'S HOSPITAL$1,000
CLEVE J FREDRICKSEN LIBRARY ASSOCIA
100 NORTH 19TH STCAMP HILLPA17011PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$2,675
CUMBERLAND COUNTY HISTORICAL SOCIET
21 N PITT STREETCARLISLEPA17013PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$1,000
DALLASTOWN AREA INTERMEDIATE SCHOOL
94 BECK RDYORKPA17403PUBLIC CHARPROGRAMS FOR PARENT/TEACHER/SCHOOL$1,000
DOWNTOWN DAILY BREAD
310 N THIRD AVEHARRISBURGPA17101PUBLIC CHAR.COMMUNITY & CULTURAL IMPROVEMENT$1,000
DREAMWRIGHTS YOUTH AND FAMILY THEAT
100 CARLISLE AVEYORKPA17401PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$1,500
EAST PENN EDUCATION FOUNDATION
890 VALLEY STREETENOLAPA17025PUBLIC CHAR.AFTERSCHOOL PROGRAM$1,000
ELIZABETHTOWN COLLEGE LEADERSHIP CO
1 ALPHA DRIVEELIZABETHTOWNPA17022PUBLIC CHARISCHOLARSHIP$250
FAMILY SUPPORT OF CENTRAL PA
4775 LINGLESTOWN RDHARRISBURGPA17112PUBLIC CHARPREVENT CHILD ABUSE$2,000
FRIENDS OF FORT HUNTER
5300 NORTH FRONT STREETHARRISBURGPA17110PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$1,000
GIRL SCOUTS IN THE HEART OF PA
350 HALE AVEHARRISBURGPA17104PUBLIC CHAR.PROVIDE OPPORTUNITIES TO GIRLS$500
GRACE UNITED METHODIST CHURCH
216 STATE STHARRISBURGPA17101PUBLIC CHARCHURCH OPERATIONS$2,000
HARRISBURG AREA RIVERBOAT SOCIETY
PO BOX 910HARRISBURGPA17108PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$5,000
HARRISBURG AREA YMCA
123 FORESTER STHARRISBURGPA17102PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$15,000
HARRISBURG SYMPHONY ORCHESTRA
800 CORPORATE CIRCLEHARRISBURGPA17110PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$15,000
HISTORICAL SOCIETY OF DAUPHIN COUNT
219 S FRONT STREETHARRISBURGPA17104PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$1,000
HOFFMAN HOMES FOR YOUTH
815 ORPHANAGE RDLITTLESTOWNPA17340PUBLIC CHAR.RESIDENTIAL TREAMENT FOR YOUTH$500
HOSPICE OF CENTRAL PA
1320 LINGLESTOWN ROADHARRISBURGPA17110PUBLIC CHARNURSING/EMOTIONAL SUPPORT$3,000
JDRF
26 BROADWAY 14TH FLOORNEW YORKNY10004PUBLIC CHAR.MEDICAL PROGRAMS AND RESEARCH$500
JOE ALLEGRINI CHILDREN'S HERO FUND
565 SAND HILL RDHERSHEYPA17033PUBLIC CHAR.SUPPORT CHILDREN'S ADVOCACY CENTER$1,000
JUMP STREET
21 SOUTH 3RD STREETHARRISBURGPA17101PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENTS$700
JUNIOR ACHIEVEMENT OF SOUTH CENTRAL
610 SOUTH GEORGE STYROKPA17401PUBLIC CHAREDUCATION$500
KALLAN'S KLAN
5 E RED GOLD CIRCLECAMP HILLPA17011PUBLIC CHAR.MEDICAL SUPPORT FOR CHILDREN$1,500
KEYSTONE HUMAN SERVICES
124 PINE STHARRISBURGPA17101PUBLIC CHAR.ASSISTANCE BASED ON NEED$10,200
KIDNEY FOUNDATION OF CENTRAL PA
1500 PAXTON STHARRISBURGPA17104PUBLIC CHARMEDICAL AND RESEARCH SUPPORT$8,000
KUZA PROJECT
PO BOX 80652PORTLANDOR97219PUBLIC CHAR.SCHOLARSHIPS$500
LEEK
497 STATE ROUTE 144 EASTOSWAYOPA17915PUBLIC CHAR.DISABLED VETERAN REHABILITATION$1,000
MOUNT GRETNA ARTS COUNCIL
PO BOX 430MOUNT GRETNAPA17064PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$1,000
MULTIPLE SCLEROSIS
1501 REEDSDALE STPITTSBURGHPA15233PUBLIC CHAR.MEDICAL PROGRAMS AND RESEARCH$1,500
NATIONAL CIVIL WAR MUSEUM
1 LINCOLN CIRCLEHARRISBURGPA17103PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$1,000
NED SMITH ART AND NATURE CENTER
PO BOX 33MILLERSBURGPA17061PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$3,500
NEW CUMBERLAND RIVER RESCUE
PO BOX 445NEW CUMBERLANDPA17070PUBLIC CHAR.RIVER RESCUE$250
NEW HOPE MINISTRIES
211 SOUTH BALTIMORE STDILLSBURGPA17019PUBLIC CHAR.ASSISTANCE - NEED BASED$1,000
OPEN STAGE OF HARRISBURG
223 WALNUT STHARRISBURGPA17101PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$1,250
PA HERITAGE FOUNDATION
410 NORTH STREETHARRISBURGPA17120PUBLIC CHAR.EDUCATION AND HISTORY$500
PENNSYLVANIA JUNIOR ACADEMY OF SCIE
761 SARSI TRAILMERCERPA16137PUBLIC CHAR.YOUTH PROGRAMS$500
PERRY COUNTY COUNCIL OF THE ARTS
PO BOX 354NEWPORTPA17074PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$500
RONALD MCDONALD HOUSE
745 W GOVERNOR RDHERSHEYPA17033PUBLIC CHAR.LODGING/MEALS FOR FAMILIES OF ILL CH$500
SALVATION ARMY
PO BOX 61798HARRISBURGPA17102PUBLIC CHARASSISTANCE BASED ON NEED$3,000
ST JOHN THE BAPTIST EPISCOPAL CHURC
140 N BEAVER STYORKPA17401PUBLIC CHAR.CHURCH OPERATIONS$1,000
STRAND-CAPITOL PERFORMING ARTS CENT
50 N GEORGE STYORKPA17401PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$1,000
SUSQUEHANNA FOLK MUSIC SOCIETY
378 OLD YORK RDNEW CUMBERLANDPA17070PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$500
THADDEUS STEVENS FOUNDATION
2929 LITITZ PIKELANCASTERPA17606PUBLIC CHARSCHOLARSHIPS$2,000
THE CHILDREN'S CENTER
110 ALTOONA AVEENOLAPA17025PUBLIC CHAR.ASSISTANCE BASED ON NEED$2,000
THE CIVIC CLUB OF HARRISBURG
PO BOX 61407HARRISBURGPA17106PUBLIC CHARCOMMUNITY & CULTURAL IMPROVEMENT$1,540
THE CONSERVATORY
170 HOTEL ROADHERSHEYPA17033PUBLIC CHAR.COMMUNITY & CULTURAL IMPROVEMENT$2,500
THEATRE HARRISBURG
513 HURLOCK STREETHARRISBURGPA17110PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$3,000
UNITED CEREBAL PALSY
925 LINDA LANECAMP HILLPA17011PUBLIC CHAR.PROGRAMS FOR PEOPLE WITH DISABILITIE$1,000
VISTA FOUNDATION
1021 SPRINGBOARD DRIVEHERSHEYPA17033PUBLIC CHARMEDICAL SERVICES FOR CHILDREN$1,000
WHITAKER CENTER FOR SCIENCE AND THE
225 MARKET STHARRISBURGPA17101PUBLIC CHAR.COMMUNITY AND CULTURAL IMPROVEMENT$3,000
WITF
4801 LINDLE ROADHARRISBURGPA17111PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$1,200
WORLD AFFAIRS COUNCIL OF HARRISBURG
4TH AND MARKET STHARRISBURGPA17101PUBLIC CHAR.EDUCATE AND ENGAGE ON GLOBAL ISSUES$500
WRTI
1509 CECIL B MOORE AVEPHILADELPHIAPA19121PUBLIC CHARTEMPLE UNIV. RADIO STATION$250
YWCA
1101 MARKET STHARRISBURGPA17103PUBLIC CHAR.PROGAMS TO SUPPORT WOMEN/DIVERSITY$1,000
CULTURAL ENRICHMENT FUND
PO BOX 12084HARRISBURGPA17108PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$100
BIG BROTHERS BIG SISTERS
1500 NORTH SECOND STHARRISBURGPA17102CHILDREN PROGRAM - ONE TO ONE MENTOR$2,000
LEUKEMIALYMPHOMA SOCIETY
1311 MAMARONECK AVENUEWHITE PLAINSNY10605PUBLIC CHARMEDICAL PROGRAMS AND RESEARCH$1,000
SUSQUEHANNA ART MUSEUM
1401 N 3RD STHARRISBURGPA17102PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$350
WEST SHORE BUREAU OF FIRE
510 HERMAN AVELEMOYNEPA17043PUBLIC CHARPROMOTE PUBIC SAFETY$100
GETTYSBURG FOUNDATION
1195 BALTIMORE PIKEGETTYSBURGPA17325PUBLIC CHARCOMMUNITY AND CULTURAL IMPROVEMENT$250
WETLANDS INSTITUTE
1075 STONE HARBOR BLVDSTONE HARBORNJ08247PUBLIC CHAREDUCATION OF ENVIRONMENT$400
PA WOUNDED WARRIORS
1117 COUNTRY CLUB ROADCAMP HILLPA17011PUBLIC CHARASSISTANCE - NEED BASED$1,000
YORK COUNTY YOUTH DEVELOPMENT
100 W MARKET STREET 401YORKPA17401PUBLIC CHAR.YOUTH PROGRAMS$1,000
HARRISBURG AREA COMMUNITY COLLEGE F
ONE HACC DRIVEHARRISBURGPA17110PUBLIC CHAR.SCHOLARSHIP$2,000
COMMUNITY CHECK-UP CENTER
38C HALL MANORHARRISBURGPA17104PUBLIC CHAR.HEALTH-CARE$1,500
MESSIAH COLLEGE
ONE COLLEGE AVENUEMECHANICSBURGPA17055PUBLIC CHARISCHOLARSHIP$7,000
PENN STATE UNIVERSITY
OLD MAINSTATE COLLEGEPA16801SCHOLARSHIP$10,000
LEBANON VALLEY COLLEGE
101 COLLEGE AVEANNVILLEPA17003SCHOLARSHIP$2,000
PENNSYLVANIA COLLEGE OF HEALTH SCIE
850 GREENFIELD ROADLANCASTERPA17601SCHOLARSHIP$2,000
DUQESNE UNIVERSITY
600 FORBES AVEPITTSBURGHPA15282SCHOLARSHIP$2,000
PENNSYLVANIA COLLEGE OF TECHNOLOGY
1 COLLEGE AVEWILLIAMSPORTPA17701SCHOLARSHIP$2,000
KUTZTOWN UNIVERSITY
15200 KUTZTOWN RDKUTZTOWNPA19530SCHOLARSHIP$4,000
MANSFIELD UNIVERSITY
5 SWAN STMANSFIELDPA16933SCHOLARSHIP$2,000
LEHIGH UNIVERSITY
27 MEMORIAL DRIVE WBETHLEHEMPA18015SCHOLARSHIP$2,000
TOWSON UNIVERSITY
8000 YORK RDTOWSONMD21252SCHOLARSHIP$2,000
COLLEGE OF CHARLESTON
66 GEORGE STCHARLESTONSC29424SCHOLARSHIP$2,000
DICKINSON UNIVERSITY
28 N CARLISLE STCARLISLEPA17013SCHOLARSHIP$2,000
SHIPPENSBURG UNIVERSITY
1871 OLD MAINSHIPPENSBURGPA17257SCHOLARSHIP$4,000
DAVENPORT UNIVERSITY
6191 KRAFT AVE SEGRAND RAPIDSMI49512SCHOLARSHIP$2,000
DESALES UNIVERSITY
2755 STATION AVECENTER VALLEYPA18034SCHOLARSHIP$2,000
ALBRIGHT COLLEGE
1621 N 13TH STREADINGPA19604SCHOLARSHIP$2,000
HARRISBURG AREA COMMUNITY COLLEGE
1 HACC DRIVEHARRISBURGPA17110SCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$207,990TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,447RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$72,716RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$393,778RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescREPAID DONATIONDesc
Related Or Exempt Function Incm$2,000RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$470,941RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$470,941TotalIncomeProducingActyAmt

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$6,200Amt
Net Investment Income$6,200NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$48,297$156,427
AMERISOURCEBERGEN CORP$12,986$35,812
APPLE INC.$13,139$95,552
BIOGEN$41,408$42,537
CELGENE CORP$55,355$54,981
CHEVRON CORP$54,956$58,850
FACEBOOK$46,351$74,207
GILEAD SCIENCE$57,180$37,595
HERSHEY CO$20,635$44,475
MASTERCARD INC$48,509$126,481
MICROSOFT CORP$41,913$82,336
STARBUCKS$46,261$104,378
ISHARES NASDAQ BIOTECH INDEX$18,799$30,519
VANGUARD HEALTH CARE$119,922$180,647
NESTLE SA SPONS ADR$53,267$64,566
VANGUARD ENERGY ETF$132,412$97,352
SIMON PROPERTY GROUP INC$47,077$64,850
VANGUARD S/T CORP BOND ETF$796,590$793,700
ISHARES BARCLAYS TIPS BOND FUND$75,548$74,126
AMERICAN EXPRESS
AUTOZONE
CANADIAN NATIONAL RAILWAY
DOLLAR TREE INC
ISHARES BIOTECH
PIMCO ETF
PRICELINE.COM
QUALCOMM INC.
UNION PACIFIC CORP
UNITED TECHNOLOGIES CORP
VANGUARD MALVERN FDS
VANGAURD SECTOR CONSUMER
VANGUARD SECTOR INFO TECH
WELLS FARGO & CO
DREYFUS SMALL CAP FD
FID CONSERVATIVE INCOME FD
FID MEGA CAP STOCK FD
FID FOUR IN ONE FD
HARBOR INT'L INV SH
OPPENHEIMER DV MKTS FD
SPARTAN S/T TREASURY BD FD
SPARTAN BOND INDEX

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE BUILDINGCategoryOrItemTxt
Cost Or Other Basis$231,133CostOrOtherBasisAmt
Book Value$231,133BookValueAmt
EOYFMV$200,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSES$7,301$3,285$3,285
INSURANCE$2,571$1,928$386

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREPAID DONATIONDesc
Revenue And Expenses Per Books$2,000RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENT TO COST BASISDesc
Amt$12,089Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$36,159Amt
Net Investment Income$36,159NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$637$637
EXCISE TAXES$4,415

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