LETORT TRUST FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LETORT TRUST FOUNDATION (EIN 45-3582341)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349100139
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:01:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453582341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETORT TRUST FOUNDATION 600001010 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATGO | BusinessNameControlTxt |
| Phone | 7177617626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA LAUCHLE | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7177617626 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $281,288 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $87,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,622 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $103,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,121 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,195 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,195 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,722 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $227,277 | OtherAssetsBOYAmt |
| Other Assets EOY | $237,631 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $279,566 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $229,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $281,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $229,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $239,353 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $229,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $239,353 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $229,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $239,353 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $239,353 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (214 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .042 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2024-01-05 | $1 | $2 | -$1 | -$1 | |
| .46 BAIRD MID CAP FUND BMDIX | 2021-09-28 | 2024-01-05 | $11 | $15 | -$4 | -$4 | |
| .343 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2021-09-28 | 2024-01-05 | $7 | $6 | $1 | $1 | |
| .805 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2024-01-05 | $22 | $27 | -$5 | -$5 | |
| 1.201 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2024-01-05 | $18 | $25 | -$7 | -$7 | |
| .227 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2021-09-28 | 2024-01-05 | $37 | $34 | $3 | $3 | |
| .604 COHO RELATIVE VALUE EQUITY COHOX | 2021-09-28 | 2024-01-05 | $9 | $10 | -$1 | -$1 | |
| 1.312 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2024-01-05 | $16 | $20 | -$4 | -$4 | |
| .162 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2024-01-05 | $4 | $5 | -$1 | -$1 | |
| .149 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2021-09-28 | 2024-01-05 | $11 | $11 | |||
| .576 VANGUARD MID CAP INDEX VMCIX | 2022-01-03 | 2024-01-05 | $36 | $40 | -$4 | -$4 | |
| .156 VANGUARD SMALL CAP INDEX VSCIX | 2022-01-03 | 2024-01-05 | $15 | $17 | -$2 | -$2 | |
| 1.259 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2024-03-25 | $37 | $46 | -$9 | -$9 | |
| .638 BAIRD MID CAP FUND BMDIX | 2021-09-28 | 2024-03-25 | $16 | $21 | -$5 | -$5 | |
| 1.375 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2024-03-25 | $42 | $46 | -$4 | -$4 | |
| 1.381 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2024-03-25 | $22 | $29 | -$7 | -$7 | |
| .942 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2021-09-28 | 2024-03-25 | $171 | $143 | $28 | $28 | |
| .17 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2024-03-25 | $2 | $2 | |||
| 1.024 JP MORGAN SM CAP GROWTH JISGX | 2021-09-28 | 2024-03-25 | $22 | $30 | -$8 | -$8 | |
| .09 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2024-03-25 | $2 | $3 | -$1 | -$1 | |
| .084 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2021-09-28 | 2024-03-25 | $7 | $6 | $1 | $1 | |
| .164 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2022-12-22 | 2024-03-25 | $10 | $9 | $1 | $1 | |
| .787 VANGUARD MID CAP INDEX VMCIX | 2022-01-03 | 2024-03-25 | $53 | $53 | |||
| .172 VANGUARD SMALL CAP INDEX VSCIX | 2022-01-03 | 2024-03-25 | $18 | $19 | -$1 | -$1 | |
| 7.258 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-11-23 | 2024-03-27 | $214 | $216 | -$2 | -$2 | |
| 4.296 BAIRD MID CAP FUND BMDIX | 2022-02-07 | 2024-03-27 | $111 | $117 | -$6 | -$6 | |
| 13.634 DAVIS NY VENTURE DNVYX | 2022-02-07 | 2024-03-27 | $421 | $411 | $10 | $10 | |
| 8.946 FMI LARGE CAP INST FMIQX | 2020-12-18 | 2024-03-27 | $144 | $171 | -$27 | -$27 | |
| 3.712 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2023-02-03 | 2024-03-27 | $678 | $533 | $145 | $145 | |
| 61.966 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-02-03 | 2024-03-27 | $623 | $621 | $2 | $2 | |
| 9.984 JP MORGAN SM CAP GROWTH JISGX | 2022-03-23 | 2024-03-27 | $217 | $215 | $2 | $2 | |
| 1.02 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2023-02-03 | 2024-03-27 | $84 | $77 | $7 | $7 | |
| 1.072 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2023-02-03 | 2024-03-27 | $68 | $60 | $8 | $8 | |
| 6.703 VANGUARD MID CAP INDEX VMCIX | 2023-02-03 | 2024-03-27 | $457 | $409 | $48 | $48 | |
| 2.322 VANGUARD SMALL CAP INDEX VSCIX | 2022-02-07 | 2024-03-27 | $253 | $231 | $22 | $22 | |
| 1.961 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2023-02-03 | 2024-07-02 | $40 | $35 | $5 | $5 | |
| .99 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2021-09-28 | 2024-07-02 | $20 | $17 | $3 | $3 | |
| 8.555 DFA EMERGING MKTS CORE DFCEX | 2022-03-31 | 2024-07-02 | $206 | $206 | |||
| .893 DFA EMERGING MKTS CORE DFCEX | 2021-09-28 | 2024-07-02 | $22 | $23 | -$1 | -$1 | |
| 2.654 DAVIS NY VENTURE DNVYX | 2022-02-07 | 2024-07-02 | $78 | $80 | -$2 | -$2 | |
| .406 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2024-07-02 | $12 | $14 | -$2 | -$2 | |
| 6.719 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2023-02-03 | 2024-07-02 | $1,289 | $965 | $324 | $324 | |
| .677 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2021-09-28 | 2024-07-02 | $130 | $103 | $27 | $27 | |
| .559 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2024-07-02 | $8 | $8 | |||
| .425 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2024-07-10 | $13 | $16 | -$3 | -$3 | |
| 1.248 BAIRD SHORT TERM BOND BSBIX | 2021-09-28 | 2024-07-10 | $12 | $12 | |||
| .215 BAIRD MID CAP FUND BMDIX | 2021-09-28 | 2024-07-10 | $5 | $7 | -$2 | -$2 | |
| 1.068 BLACKROCK STRAT INC OPP BSIKX | 2021-09-28 | 2024-07-10 | $10 | $11 | -$1 | -$1 | |
| .758 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2021-09-28 | 2024-07-10 | $16 | $13 | $3 | $3 | |
| .401 DFA EMERGING MKTS CORE DFCEX | 2021-09-28 | 2024-07-10 | $10 | $10 | |||
| .478 DAVIS NY VENTURE DNVYX | 2021-09-28 | 2024-07-10 | $14 | $16 | -$2 | -$2 | |
| 1.724 DODGE & COX INCOME DODIX | 2021-09-28 | 2024-07-10 | $22 | $25 | -$3 | -$3 | |
| .672 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2024-07-10 | $11 | $14 | -$3 | -$3 | |
| .376 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2021-09-28 | 2024-07-10 | $74 | $57 | $17 | $17 | |
| .278 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-06-28 | 2024-07-10 | $3 | $3 | |||
| 1.094 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2024-07-10 | $16 | $16 | |||
| .209 JP MORGAN SM CAP GROWTH JISGX | 2021-09-28 | 2024-07-10 | $4 | $6 | -$2 | -$2 | |
| .222 COHO RELATIVE VALUE EQUITY COHOX | 2021-09-28 | 2024-07-10 | $3 | $4 | -$1 | -$1 | |
| .243 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2024-07-10 | $3 | $4 | -$1 | -$1 | |
| .531 PIMCO ALL ASSET PAAIX | 2021-09-28 | 2024-07-10 | $6 | $7 | -$1 | -$1 | |
| .063 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2024-07-10 | $2 | $2 | |||
| 2.702 VANGUARD TOTAL BOND MARKET VBTLX | 2021-09-28 | 2024-07-10 | $26 | $30 | -$4 | -$4 | |
| .021 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2021-09-28 | 2024-07-10 | $2 | $2 | |||
| 1.617 VANGUARD SHORT TERM INV GRADE VFSUX | 2021-09-28 | 2024-07-10 | $17 | $18 | -$1 | -$1 | |
| .829 VANGUARD SHORT TERM FED VSGDX | 2021-09-28 | 2024-07-10 | $8 | $9 | -$1 | -$1 | |
| .072 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2023-06-23 | 2024-07-10 | $5 | $4 | $1 | $1 | |
| .351 VANGUARD MID CAP INDEX VMCIX | 2021-09-28 | 2024-07-10 | $23 | $23 | |||
| .032 VANGUARD SMALL CAP INDEX VSCIX | 2022-01-03 | 2024-07-10 | $3 | $3 | |||
| 10.667 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-11-23 | 2024-09-27 | $330 | $318 | $12 | $12 | |
| .145 ARTISAN INTERNATIONAL FUND ADVISOR APDIX | 2021-09-28 | 2024-09-27 | $4 | $5 | -$1 | -$1 | |
| 8.467 BAIRD MID CAP FUND BMDIX | 2022-02-07 | 2024-09-27 | $209 | $212 | -$3 | -$3 | |
| .164 BAIRD MID CAP FUND BMDIX | 2021-09-28 | 2024-09-27 | $4 | $5 | -$1 | -$1 | |
| 20.104 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2023-02-03 | 2024-09-27 | $452 | $355 | $97 | $97 | |
| .481 CAUSEWAY INTERNATIONAL VALUE INSTL CIVIX | 2023-09-26 | 2024-09-27 | $11 | $9 | $2 | $2 | |
| 5.527 DFA EMERGING MKTS CORE DFCEX | 2022-03-23 | 2024-09-27 | $141 | $133 | $8 | $8 | |
| 2.499 DAVIS NY VENTURE DNVYX | 2022-02-07 | 2024-09-27 | $76 | $75 | $1 | $1 | |
| 22.185 DODGE & COX INCOME DODIX | 2021-06-17 | 2024-09-27 | $288 | $319 | -$31 | -$31 | |
| 18.734 FMI LARGE CAP INST FMIQX | 2020-02-24 | 2024-09-27 | $321 | $359 | -$38 | -$38 | |
| .41 FMI LARGE CAP INST FMIQX | 2021-09-28 | 2024-09-27 | $7 | $9 | -$2 | -$2 | |
| 3.338 FIDELITY 500 INDEX INST PREM FUND FXAIX | 2023-07-10 | 2024-09-27 | $667 | $487 | $180 | $180 | |
| 27.212 FIDELITY TOTAL INTL INDEX FTIHX | 2022-03-23 | 2024-09-27 | $408 | $366 | $42 | $42 | |
| .606 FIDELITY TOTAL INTL INDEX FTIHX | 2021-09-28 | 2024-09-27 | $9 | $9 | |||
| 2.053 JP MORGAN SM CAP GROWTH JISGX | 2022-02-07 | 2024-09-27 | $45 | $44 | $1 | $1 | |
| 20.401 COHO RELATIVE VALUE EQUITY COHOX | 2023-02-03 | 2024-09-27 | $305 | $327 | -$22 | -$22 | |
| .927 COHO RELATIVE VALUE EQUITY COHOX | 2021-09-28 | 2024-09-27 | $14 | $16 | -$2 | -$2 | |
| 58.395 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2024-09-27 | $805 | $900 | -$95 | -$95 | |
| 3.955 NUANCE MID CAP VALUE Z NMVZX | 2021-11-17 | 2024-09-27 | $55 | $61 | -$6 | -$6 | |
| 3.812 PIMCO ALL ASSET PAAIX | 2022-02-07 | 2024-09-27 | $44 | $48 | -$4 | -$4 | |
| 12.35 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2023-02-03 | 2024-09-27 | $355 | $351 | $4 | $4 | |
| .677 BOSTON PARTNERS S/C VALUE 2-INST BPSIX | 2021-09-28 | 2024-09-27 | $19 | $22 | -$3 | -$3 | |
| 29.764 VANGUARD TOTAL BOND MARKET VBTLX | 2021-02-23 | 2024-09-27 | $295 | $337 | -$42 | -$42 | |
| 4.166 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2023-09-21 | 2024-09-27 | $359 | $312 | $47 | $47 | |
| .243 VANGUARD SMALL CAP VALUE INDEX VSIAX | 2021-09-28 | 2024-09-27 | $21 | $18 | $3 | $3 | |
| 3.938 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2023-02-03 | 2024-09-27 | $267 | $221 | $46 | $46 | |
| .15 VANGUARD VALUE INDEX ADMIRAL VVIAX | 2023-09-21 | 2024-09-27 | $10 | $8 | $2 | $2 | |
| 20.243 VANGUARD MID CAP INDEX VMCIX | 2023-02-03 | 2024-09-27 | $1,457 | $1,234 | $223 | $223 | |
| .875 VANGUARD MID CAP INDEX VMCIX | 2021-09-28 | 2024-09-27 | $63 | $57 | $6 | $6 | |
| 4.192 VANGUARD SMALL CAP INDEX VSCIX | 2023-02-03 | 2024-09-27 | $476 | $416 | $60 | $60 | |
| .242 VANGUARD SMALL CAP INDEX VSCIX | 2022-01-03 | 2024-09-27 | $27 | $26 | $1 | $1 | |
| 25.485 FIDELITY CONSERVATIVE INC BOND FCNVX | 2024-09-27 | 2024-10-10 | $257 | $257 | |||
| 509.22 FIDELITY CONSERVATIVE INC BOND FCNVX | 2023-02-03 | 2024-10-10 | $5,133 | $5,097 | $36 | $36 | |
| 33.649 NUANCE MID CAP VALUE Z NMVZX | 2024-03-28 | 2024-12-12 | $460 | $426 | $34 | $34 | |
| 31.514 NUANCE MID CAP VALUE Z NMVZX | 2024-09-27 | 2024-12-12 | $430 | $386 | $44 | $44 | |
| 526.039 NUANCE MID CAP VALUE Z NMVZX | 2023-10-02 | 2024-12-12 | $7,186 | $7,467 | -$281 | -$281 | |
| 2.934 NUANCE MID CAP VALUE Z NMVZX | 2024-03-28 | 2024-12-12 | $40 | $37 | $3 | $3 | |
| 1.938 NUANCE MID CAP VALUE Z NMVZX | 2024-09-27 | 2024-12-12 | $26 | $24 | $2 | $2 | |
| 43.802 NUANCE MID CAP VALUE Z NMVZX | 2023-10-02 | 2024-12-12 | $598 | $624 | -$26 | -$26 | |
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,796 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $223 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $223 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $228 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $222 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $450 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $227 | OverpaymentAmt |
| Applied To ES Tax | $227 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL EICHELBERGER | IndividualWithBooksNm |
| Phone | 7177617626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 BENT CREEK BLVD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|
| Daniel Eichelberger | ||||||
| 900 Bent Creek Blvd | Mechanicsburg | PA | 17050 | President | 1 | $0 |
| Katie Clarke | ||||||
| 900 Bent Creek Blvd | Mechanicsburg | PA | 17050 | Secretary | 1 | $0 |
| Patricia Lauchle | ||||||
| 900 Bent Creek Blvd | Mechanicsburg | PA | 17050 | Treasurer | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $277,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,167 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $317,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $317,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $312,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $223 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $223 | TotalTaxAmt |
| Distributable Before Adj | $15,404 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,404 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,404 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $93,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,404 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $75,645 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,956 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,397 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $378,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,404 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,791 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $455,951 | 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 | $63,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $392,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,645 | ExcessFromYear4Amt |
| Excess From Year3 | $95,956 | ExcessFromYear3Amt |
| Excess From Year2 | $70,161 | ExcessFromYear2Amt |
| Excess From Year1 | $73,397 | ExcessFromYear1Amt |
| Excess From Current Year | $77,791 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Daniel Eichelberger | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Bent Creek Blvd | AddressLine1Txt |
| City | Mechanicsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177617626 | RecipientPhoneNum |
| Form And Info And Materials | No prescribed application process | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | No particular restrictions | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| HARRISBURG CREDC | |||||||
| 3211 N FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $3,000 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | PUBLIC CHARITY | OPERATING EXPENSES | $550 | |
| CENTRAL PENNSYLVANIA FOOD BANK | |||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | |
| CRANBERRY TOWNSHIP COMMUNITY CHEST | |||||||
| 2525 ROCHESTER ROAD SUITE 450 | CRANBERRY TOWNSHIP | PA | 16066 | PUBLIC CHARITY | CRANBERRY COMMUNITY DAYS | $1,500 | |
| HARRISBURG UNIVERSITY | |||||||
| 326 MARKET STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | OF SCIENCE AND TECHNOLOGY |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA | |||||||
| 2420 GELMAN LANE 100 | LANCASTER | PA | 17602 | PUBLIC CHARITY | OPERATING EXPENSES | $15,000 | |
| LEADERSHIP HARRISBURG AREA | |||||||
| 3211 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $2,800 | |
| HOKAFI | |||||||
| PO BOX 311 | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |
| THE ERIE COMMUNITY FOUNDATION | |||||||
| 459 WEST 6TH STREET | ERIE | PA | 16507 | PUBLIC CHARITY | PFEW | $15,695 | |
| YORK COUNTY LIBRARIES | |||||||
| 15 S BALTIMORE STREET | DILLSBURG | PA | 17019 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | DILLSBURG AREA PUBLIC LIBRARY |
| OPEN STAGE OF HARRISBURG | |||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $3,500 | |
| CAMP HEBRON INC | |||||||
| 957 CAMP HEBRON ROAD | HALIFAX | PA | 17032 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |
| JOSHUA GROUP | |||||||
| 1442 MARKET STREET | HARRISBURG | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $5,300 | |
| BETHESDA MISSION | |||||||
| PO BOX 3041 | HARRISBURG | PA | 17105 | PUBLIC CHARITY | COMMUNITY CENTER BUILDING | $10,000 | |
| JOSEPH T SIMPSON PUBLIC LIBRARY | |||||||
| 16 NORTH WALNUT STREET | MECHANISBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $650 | |
| PENNSYLVANIA STEAM ACADEMY CHARTER | |||||||
| 1500 NORTH THIRD STREET | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | SCHOOL |
| THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION | |||||||
| PO BOX 30 | YORK | PA | 17405 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | OF YORK PA |
| TONY'S TEAM FOUNDATION | |||||||
| 1054 S PITT STREET | CARLISLE | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $500 | |
| CUMBERLAND VALLEY ANIMAL SHELTER | |||||||
| 5051 LETTERKENNY ROAD W | CHAMBERSBURG | PA | 17201 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |
| PROJECT SHARE OF CARLISLE | |||||||
| 51 N ORANGE STREET | CARLISLE | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |
| GLY FOUNDATION | |||||||
| PO BOX 663 | MECHANICSBURG | PA | 17050 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 | |
| HOMELAND HOSPICE | |||||||
| 2300 VARTAIN WAY SUITE 270 | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 | |
| MANNA FOODBANK | |||||||
| 627 SWANNANOA RIVER ROAD | ASHEVILLE | NC | 28805 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | |
| WEST SHORE WILDLIFE CENTER INC | |||||||
| PO BOX 2 | DOVER | PA | 17315 | PUBLIC CHARITY | OPERATING EXPENSES | $300 | |
| WHEELS FOR WOMEN | |||||||
| 26 TRUCK TECH WAY | SHIPPENSBURG | PA | 17257 | PUBLIC CHARITY | OPERATING EXPENSES | $900 | |
| NEW HOPE MINISTRIES INC | |||||||
| PO BOX 448 | DILLSBURG | PA | 17019 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,195 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,095 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | LeTort Group LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Bent Creek Blvd | AddressLine1Txt |
| City | Mechanicsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $87,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| BOY Book Value | $227,277 | BOYBookValueAmt |
| EOY Book Value | $237,631 | EOYBookValueAmt |
| EOYFMV | $279,566 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LeTort Group LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Bent Creek Blvd | AddressLine1Txt |
| City | Mechanicsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX ON NET INVESTMENT | $237 | $0 | $0 |
| FOREIGN TAX WITHHOLDING ON DIV | $48 | $48 | $0 |
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