SHIPLEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHIPLEY FAMILY FOUNDATION (EIN 45-2464321)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-19
- IRS object ID
- 201742929349100204
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-19T14:06:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452464321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIPLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIP | BusinessNameControlTxt |
| Phone | 7177711928 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 413 NORWAY ST PO BOX 15052 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BEAMESDERFER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7177711928 | PhoneNum |
| Signature | 2017-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC R WENGER CPA | PreparerPersonNm |
| PTIN | P00546907 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2017-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $275,035 | 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 | $230,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,317 | 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 | $3,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,663 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,247 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $169,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,973 | CashBOYAmt |
| Cash EOY | $138,639 | CashEOYAmt |
| Cash EOYFMV | $138,639 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,018 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $122,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $134,378 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $203,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $262,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $275,035 | 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 | $203,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $262,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $262,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $262,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37 | OtherIncreasesAmt |
| Subtotal | $262,190 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $262,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $56,734 | $61,629 | -$4,895 | -$4,895 | |
| CHARLES SCHWAB | $1,550 | $1,786 | -$236 | -$236 | |
| CAPITAL GAINS DIVIDENDS | $985 | $985 | $985 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,146 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $147,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $178,919 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.821601 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $184,163 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.542997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $197,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.329433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.638957 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,472 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.741228 | DistributionYr5Rt |
| Total Distribution | 5.074216 | TotalDistributionRt |
| Average Distribution | 1.014843 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $191,103 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $193,940 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $193,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $100 | OverpaymentAmt |
| Applied To ES Tax | $100 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEN SHELLENBERGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7173945666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 FRUITVILLE PIKE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| BENJAMIN G SHIPLEY | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| SARAH E KULJEVAN | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | VICE PRESIDENT | 0.10 | $0 | $0 | $0 |
| RICHARD M BEAMESDERFER | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | TREASURER | 0.10 | $0 | $0 | $0 |
| ANDREW P SHAFFER | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | SECRETARY | 0.10 | $0 | $0 | $0 |
| FRANCISCO KULJEVAN | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ERIN M SHAFFER | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SHIRLEY D SHIPLEY | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MICHELLE L SHIPLEY | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| WILLIAM SHIPLEY III | ||||||||
| 415 NORWAY STREET | YORK | PA | 17403 | DIRECTOR | 0.10 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,555 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $9,555 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,555 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,555 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $165,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,726 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,435 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,135 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $317,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,555 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $155,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $472,596 | 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 | $14,726 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $457,870 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,435 | ExcessFromYear4Amt |
| Excess From Year3 | $55,135 | ExcessFromYear3Amt |
| Excess From Year2 | $90,792 | ExcessFromYear2Amt |
| Excess From Year1 | $138,063 | ExcessFromYear1Amt |
| Excess From Current Year | $155,445 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD BEAMESDERFER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 415 NORWAY ST PO BOX 15052 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177711928 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT WRITTEN REQUEST INCLUDING CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICANTS FROM SOUTH CENTRAL PENNSYLVANIA ARE THE PRIMARY FOCUS, BUT OTHER GEOGRAPHIC LOCATIONS WILL BE CONSIDERED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DREAMWRIGHTS | ||||||
| 100 CARLISLE AVENUE | YORK | PA | 17401 | 501(C)(3) | CAPITAL CAMPAIGN | $5,000 |
| MENZER SKATE PARK | ||||||
| 141 EAST SPRINGETTSBURY AVENUE | YORK | PA | 17403 | 501(C)(3) | SUPPORT CAPITAL BUILDING PROJECT | $15,000 |
| PATERNO LIBRARY | ||||||
| 108 OLD MAIN | UNIVERSITY PARK | PA | 16802 | 501(C)(3) | SUPPORT OPERATING ACTIVITIES | $5,000 |
| STEAM INTO HISTORY | ||||||
| 2 WEST MAIN STREET | NEW FREEDOM | PA | 17349 | 501(C)(3) | GENERAL PURPOSE FUND | $5,000 |
| STRAND CAPITOL | ||||||
| 50 NORTH GEORGE STREET | YORK | PA | 17401 | 501(C)(3) | GENERAL PURPOSE FUND | $5,000 |
| YORK COLLEGE | ||||||
| 443 COUNTRY CLUB ROAD | YORK | PA | 17403 | 501(C)(3) | WILLIAM STEWART SHIPLEY II FUND FOR MUSIC | $60,000 |
| YORK COUNTRY DAY SCHOOL | ||||||
| 1071 REGENTS GLEN BOULEVARD | YORK | PA | 17403 | 501(C)(3) | EXTRAORDINARY BY DESIGN CAMPAIGN | $20,000 |
| YORK JEWISH COMMUNITY CENTER | ||||||
| 2000 HOLLYWOOD DRIVE | YORK | PA | 17403 | 501(C)(3) | SUPPORT CAPITAL BUILDING PROJECT. | $25,000 |
| YORK YMCA | ||||||
| 90 NORTH NEWBERRY STREET | YORK | PA | 17401 | 501(C)(3) | STABILITY TO VITALITY CAMPAIGN | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | 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 | $2,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,829 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WILLIAM SHIPLEY | ||||||
| 1 | 1335 HILLTOP PLACE | YORK | PA | 17403 | $200,000 | Yes (X) |
| ANDREW AND ERIN SHAFFER | ||||||
| 2 | 224 S BUCKHOUT STREET | STATE COLLEGE | PA | 16801 | $10,000 | Yes (X) |
| FRANCISCO AND SARAH KULJEVAN | ||||||
| 3 | 1519 CLOVER LANE | YORK | PA | 17403 | $10,000 | Yes (X) |
| SHIPLEY FAMILY LIMITED PARTNERSHIP | ||||||
| 4 | PO BOX 946 | YORK | PA | 17405 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,325 | Amt |
| Net Investment Income | $1,663 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $121,533 | EOYBookValueAmt |
| EOYFMV | $134,378 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $37 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,247 | Amt |
| Net Investment Income | $1,247 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SHIPLEY III | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1335 HILLTOP PLACE | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17403 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $27 | $27 | $0 |
| EXCISE TAX | $9 | $0 | $0 |