SHAW FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHAW FAMILY FOUNDATION (EIN 47-4959876)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349102691
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:35:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2609 KEISER BLVD | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196103338 | 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 | 474959876 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAW | BusinessNameControlTxt |
| Phone | 4843348373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F BARRY SHAW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4843348373 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL A MARTIN | PreparerPersonNm |
| PTIN | P00011691 | PTIN |
| Phone | 6109274910 | PhoneNum |
| Preparation | 2017-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.80.1.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 08:39:10 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D7FD4166B51A46F62776ACC2C2DA1567AB56782 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,452,502 | 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 | $1,607,450 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,405 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,673,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,555 | 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 | $2,565 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,282 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,283 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $295 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,886 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,410,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $201,151 | CashBOYAmt |
| Cash EOY | $1,247,655 | CashEOYAmt |
| Cash EOYFMV | $1,247,655 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,882 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $147,021 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,847 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $266,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,394,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,452,502 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $200,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $200,000 | 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 | $66,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,394,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $66,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,394,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $266,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,394,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $66,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,410,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,476,629 | SubtotalAmt |
| Other Decreases | $81,953 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,394,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALTRIA GROUP INC. | 2016-01-15 | 2016-07-25 | $2,442 | $2,115 | $327 | $327 |
| ALTRIA GROUP INC. | 2012-09-13 | 2016-07-25 | $40,029 | $20,301 | $19,728 | $19,728 |
| AT&T INC. | 2015-08-21 | 2016-07-25 | $38,230 | $31,063 | $7,167 | $7,167 |
| AT&T INC. | 2014-10-23 | 2016-07-25 | $50,803 | $40,850 | $9,953 | $9,953 |
| DOW CHEMICAL COMPANY | 2012-09-13 | 2016-06-01 | $5,057 | $3,187 | $1,870 | $1,870 |
| MICROCHIP TECHNOLOGY INC | 2015-08-21 | 2016-07-25 | $36,506 | $27,947 | $8,559 | $8,559 |
| MICROCHIP TECHNOLOGY INC | 2012-09-13 | 2016-07-25 | $31,230 | $17,684 | $13,546 | $13,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,150 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $200,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 10.835997 | DistributionYr1Rt |
| Total Distribution | 10.835997 | TotalDistributionRt |
| Average Distribution | 10.835997 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $532,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,773,950 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $642 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,774,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $261,283 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $1,323 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | F BARRY SHAW | IndividualWithBooksNm |
| Phone | 4843348373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVENUE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| F BARRY SHAW | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/PRESIDENT | 0.00 | $0 | $0 | $0 |
| BARBARA W SHAW | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ABIGAIL LOWRY | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/SECRETARY | 0.00 | $0 | $0 | $0 |
| JENNIFER FINCH | ||||||||
| 101 W HARRISBURG AVENUE | RHEEMS | PA | 17570 | DIRECTOR/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $139,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $401,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $540,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $540,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $532,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,285 | TotalTaxAmt |
| Distributable Before Adj | $25,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $261,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $199,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $199,696 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,926 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $435,622 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $435,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $199,696 | ExcessFromYear1Amt |
| Excess From Current Year | $235,926 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F BARRY SHAW | ContributingManagerNm |
| Contributing Manager | BARBARA W SHAW | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | F BARRY SHAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W HARRISBURG AVE | AddressLine1Txt |
| City | RHEEMS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4843348373 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN THE FORM OF A LETTER AND CONTAIN A SPECIFIC PROPOSAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO PROMOTE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRETHREN VILLAGE | ||||||
| 3001 LITITZ PIKE | LANCASTER | PA | 17606 | PUBLIC CHARITY | ANNUAL SUPPORT | $200,000 |
| LANCASTER FARMLAND TRUST | ||||||
| 125 LANCASTER AVENUE | STRASBURG | PA | 17579 | PUBLIC CHARITY | ANNUAL SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | 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 | $4,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,032 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| F BARRY SHAW | |||||||
| 1 | 1111 BEAR CREEK ROAD | ELIZABETHTOWN | PA | 17022 | $650,080 | Yes (X) | Yes (X) |
| BARBARA W SHAW | |||||||
| 2 | 1111 BEAR CREEK ROAD | ELIZABETHTOWN | PA | 17022 | $650,079 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VARIOUS STOCKS | $153,645 | 2016-07-21 |
| 2 | VARIOUS STOCKS | $153,645 | 2016-07-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,565 | Amt |
| Net Investment Income | $1,282 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,283 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT FOR BASIS DIFFERENCES IN CONTRIBUTED SECURITIES | $81,260 |
| ADJUSTMENT FOR BASIS DIFFERENCES IN MICROCHIP TECH. SECURITY SALE | $693 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $26 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| F BARRY SHAW | |||
| 1111 BEAR CREEK ROAD | ELIZABETHTOWN | PA | 17022 |
| BARBARA W SHAW | |||
| 1111 BEAR CREEK ROAD | ELIZABETHTOWN | PA | 17022 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PA PPC REGISTRATION FEE | $15 | $0 | $0 |
| US TREASURY - EXCISE TAX | $280 | $0 | $0 |
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