GOODING GROUP FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GOODING GROUP FOUNDATION (EIN 23-2516754)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201723199349101322
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:04:25-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Disaster Relief | EXTENSION GRANTED UNTIL NOVEMBER 15, 2017 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231709427 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTZ HESS & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 EAST KING ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | 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 | 232516754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODING GROUP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 7177331247 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SOUTH READING ROAD | AddressLine1Txt |
| City | EPHRATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN S GOODING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7177331247 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J BERTZ CPA | PreparerPersonNm |
| PTIN | P00490920 | PTIN |
| Phone | 7173930767 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 16251F668C1FE10AE2052EB0D75BAAF911CC332F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F265BCF60E864624DE1BB373A49D316C6D0255E1 | 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) |
|---|---|---|
| Special Condition | EXTENSION GRANTED UNTIL NOVEMBER 15 2017 | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $475,415 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $71,998 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $507 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,641 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,641 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,328 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $163,695 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,883 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,735 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,868 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,867 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $5,326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,439 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $887 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,061 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,307 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,307 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,570 | CashBOYAmt |
| Cash EOY | $68,914 | CashEOYAmt |
| Cash EOYFMV | $68,914 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,666 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,715 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $325,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $395,075 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $400,786 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,053 | OtherAssetsBOYAmt |
| Total Assets BOY | $383,150 | TotalAssetsBOYAmt |
| Total Assets EOY | $469,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $475,415 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $855 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $855 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $383,150 | RetainedEarningBOYAmt |
| Retained Earning EOY | $468,849 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $383,150 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $468,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $383,150 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $469,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $383,150 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $468,849 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $468,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VANGUARD HIGH YIELD TAX EX | P | 2016-09-16 | $66,455 | $66,629 | -$174 | -$174 | |
| UNRECAPTURED 1250 GAIN | P | 2016-12-31 | $1 | $1 | $1 | ||
| PLAINS ALL AMERICAN PIPELINE | P | 2016-09-12 | $6,771 | $5,602 | $1,169 | $1,169 | 2016-05-31 |
| AT & T | P | 2016-09-12 | $11,057 | $9,737 | $1,320 | $1,320 | 2014-04-10 |
| ARES CAPITAL CORP | P | 2016-09-12 | $14,098 | $14,885 | -$787 | -$787 | 2014-05-16 |
| BANK OF NEW YORK MELLON CORP | P | 2016-09-12 | $12,333 | $11,440 | $893 | $893 | |
| CONSOLIDATED EDISON | P | 2016-09-12 | $19,858 | $15,046 | $4,812 | $4,812 | 2014-04-10 |
| LOCKHEED MARTIN | P | 2016-09-12 | $23,750 | $15,901 | $7,849 | $7,849 | 2014-04-10 |
| NORTHROP GRUMMAN | P | 2016-09-12 | $26,147 | $14,999 | $11,148 | $11,148 | 2014-04-10 |
| RAYTHEON | P | 2016-09-12 | $20,384 | $14,818 | $5,566 | $5,566 | 2014-04-10 |
| REALTY INCOME CORP | P | 2016-09-12 | $21,959 | $14,398 | $7,561 | $7,561 | 2014-05-16 |
| SOUTHERN CO | P | 2016-09-12 | $16,886 | $14,754 | $2,132 | $2,132 | 2014-04-10 |
| WASHINGTON REAL ESTATE INVT | P | 2016-09-12 | $10,978 | $9,396 | $1,582 | $1,582 | 2014-11-02 |
| WHOLE FOODS MKT INC | P | 2016-09-12 | $4,665 | $7,852 | -$3,187 | -$3,187 | 2014-11-12 |
| PLAINS ALL AMERICAN PIPELINE | P | 2016-09-12 | $7,415 | $13,495 | -$6,080 | -$6,080 | 2014-05-16 |
| SUBURBAN PROPANE | P | 2016-09-12 | $10,775 | $14,690 | -$3,915 | -$3,915 | 2014-05-16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,641 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,169 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,074 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $388,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164761 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $52,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $486,959 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108046 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $56,819 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $470,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.120878 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,621 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $484,099 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.102502 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,045 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $450,629 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091084 | DistributionYr5Rt |
| Total Distribution | 0.587271 | TotalDistributionRt |
| Average Distribution | 0.117454 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $444,220 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,175 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $326 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,501 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,689 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $326 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $326 | SubtotalAmt |
| Tax Based On Investment Income | $326 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $386 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $486 | TotalPaymentsAndCreditsAmt |
| Overpayment | $160 | OverpaymentAmt |
| Applied To ES Tax | $160 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | NANCY MILLER | IndividualWithBooksNm |
| Phone | 7177331247 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SOUTH READING ROAD | AddressLine1Txt |
| City | EPHRATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17522 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN S GOODING | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| JAMES K TOWERS III | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | VICE PRESIDE | 0.50 | $0 | $0 | $0 |
| WILLIAM H GOODING | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | SECRETARY/TR | 0.50 | $0 | $0 | $0 |
| NANCY C MILLER | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | ADMINISTRATO | 5.00 | $0 | $0 | $0 |
| JAMES REED GOODING | ||||||||
| 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $348,418 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $450,985 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $450,985 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,765 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $444,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $326 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $326 | TotalTaxAmt |
| Distributable Before Adj | $21,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,689 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $70,689 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $326 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,363 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,885 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,408 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,347 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,908 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,490 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,826 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $70,689 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,804 | RemainingDistriFromCorpusAmt |
| Total Corpus | $202,630 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,408 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,347 | ExcessFromYear4Amt |
| Excess From Year3 | $33,908 | ExcessFromYear3Amt |
| Excess From Year2 | $28,490 | ExcessFromYear2Amt |
| Excess From Year1 | $44,673 | ExcessFromYear1Amt |
| Excess From Current Year | $48,804 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN S GOODING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 SOUTH READING ROAD | AddressLine1Txt |
| City | EPHRATA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17522 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177331247 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM, INCLUDING ANY INFORMATION WITH REGARD TO REQUEST SUBMITTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBRIGHT UNIVERSITY | ||||||||
| 1621 N 13TH ST | READING | PA | 19604 | NONE | PC | SCHOLARSHIP | $750 | |
| ALEX'S LEMONADE STAND | ||||||||
| 111 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | NONE | PC | PARTICIPANT PROGRASM | $250 | SUITE 203 |
| ALLIANCE FOR PROGRESS | ||||||||
| 10255 W HIGGINS SUITE 60 | ROSEMONT | IL | 600185607 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 237 COURT ST | READING | PA | 19601 | NONE | PC | PARTICIPANT PROGRAMS | $12,495 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 314 GOOD DRIVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| AMOS HERR FOUNDATION | ||||||||
| 1756 NISSLEY RD | LANDISVILLE | PA | 17538 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| ANN B BARSHINGER CANCER INSTITUTE | ||||||||
| 2102 HARRISBURG | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $500 | |
| BLOOMSBURG UNIVERSITY | ||||||||
| 271 CENTER ST | BLOOMSBURG | PA | 17815 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| CHILD EVANGELISM FELLOWSHIP | ||||||||
| 5307 MAIN ST | EAST PETERSBURG | PA | 17520 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| EDEN FIRE COMPANY 1 | ||||||||
| 1695 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| ELIZABETHTOWN COLLEGE | ||||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 17022 | NONE | PC | SCHOLARSHIP | $1,000 | |
| ELIZABETHTOWN COLLEGE FAMILY BUS CT | ||||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 170222298 | NONE | PC | BUSINESS DEVELOPMENT | $2,000 | |
| EPHRATA AREA EDUC FOUNDATION | ||||||||
| 803 OAK BLVD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| EPHRATA COMMUNITY AMBULANCE | ||||||||
| 528 WEST MAIN STREET | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| EPHRATA PERFORMING ARTS | ||||||||
| PO BOX 173 | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| EPHRATA PUBLIC LIBRARY | ||||||||
| 550 S READING RD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $450 | |
| EPHRATA REC CENTER | ||||||||
| 130 S ACADEMY DR | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| EXCENTIA | ||||||||
| 1810 ROHRESTOWN RD | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| F&M COLLEGE FUND | ||||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| FEED MY SHEEP MINISTRY | ||||||||
| PO BOX 341 | BELL | FL | 32619 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| FRIENDSHIP COMMUNITY | ||||||||
| 216 CONESTOGA BLVD | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| FULTON THEATRE | ||||||||
| 12 NORTH PRINCE ST | LANCASTER | PA | 17608 | NONE | PC | OPERATING EXPENSES | $400 | |
| GARY SINISE FOUNDATION | ||||||||
| PO BOX 50008 | STUDIO CITY | CA | 91614 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| GIRL SCOUTS OF AMERICA | ||||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| GOLDEY BEACOM COLLEGE ANNUAL FUND | ||||||||
| 4701 LIMESTONE RD | WILMINGTON | DE | 19808 | NONE | PC | SCHOLARSHIPS | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 443 FAIRVIEW AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| HACC - LANCASTER CAMPUS | ||||||||
| 1641 OLD PHILADELPHIA PIK | LANCASTER | PA | 17602 | NONE | PC | SCHOLARSHIP | $1,000 | |
| HAWK MOUNTAIN COUNCIL | ||||||||
| 5027 POTTSVILLE PIKE | READING | PA | 19605 | NONE | PC | PARTICIPANT PROGRAMS | $250 | |
| HEART OF GEORGIA HOSPICE | ||||||||
| 103 WESTRIDGE DR | WARNER ROBINS | GA | 31088 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| HISTORIC PRESERVATION TRUST | ||||||||
| 123 NORTH PRINCE STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| HOLY GUARDIAN OF ANGELS | ||||||||
| 3125 KUTZTOWN RD | READING | PA | 19605 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| HOSPICE COMMUNITY CARE | ||||||||
| 685 GOOD DRIVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $850 | |
| HOUSING DEVELOPMENT CORP | ||||||||
| 439 E KING STREET | LANCASTER | PA | 17522 | NONE | PC | ASSISTANCE TO INDIGENT FAMILIES | $400 | |
| JR ACHIEVEMENT OF CENTRAL PA | ||||||||
| 2420 GEHMAN LANE | LANCASTER | PA | 17602 | NONE | PC | OPERATING EXPENSES | $1,000 | |
| KUTZTOWN UNIVERSITY | ||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | NONE | PC | SCHOLARSHIP | $750 | |
| LANCASTER CHAMBER OF COMMERCE | ||||||||
| 100 BUSH AVENUE | LANCASTER | PA | 17601 | NONE | PA | PARTICIPANT PROGRAMS | $10,000 | |
| LANCASTER CO CAREER & TECHNOLOGY | ||||||||
| 1730 HANS HERR DR | LANCASTER | PA | 17584 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| LANCASTER CO COUNCIL CHURCHES | ||||||||
| 812 NORTH QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| LANCASTER COUNTY COURT OF COMMON PL | ||||||||
| 150 N QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT INCENTIVES | $400 | |
| LANCASTER DAY CARE CENTER | ||||||||
| 150 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $375 | |
| LANCASTER SCIENCE FACTORY | ||||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | NONE | PC | PARTICPANT PROGRAMS | $400 | |
| LANCASTER SPCA | ||||||||
| 599 CHESAPEAKE ST | LANCASTER | PA | 17602 | NONE | PA | PARTICIPANT PROGRAMS | $250 | |
| LANCASTER THEOLOGICAL SEMINARY | ||||||||
| 555 W JAMES ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| LEADERSHIP LANCASTER | ||||||||
| 100 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| LINCOLN FIRE CO 1 | ||||||||
| 38 S MARKET ST | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| LITITZ PUBLIC LIBRARY | ||||||||
| 651 KISSEL HILL ROAD | LITITZ | PA | 17543 | NONE | PC | OPERATING EXPENSES | $475 | |
| LOVE 146 | ||||||||
| PO BOX 8266 | NEW HAVEN | CT | 06530 | NONE | PC | PROGRAMS | $400 | |
| LUTHER HANDS | ||||||||
| P O BOX 644 | HUMMELSTOWN | PA | 17036 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| MAKE A WISH FOUNDATION | ||||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | PC | PARTICPANT PROGRAMS | $100 | |
| MANHEIM TOWNSHIP LIBRARY | ||||||||
| 595 GRANITE RUN DRIVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| MILAGRO HOUSE | ||||||||
| 320 SOUTH CHRISTIAN ST | LANCASTER | PA | 17602 | NONE | PC | ASSISTANCE TO INDIGENT FAMILIES | $1,000 | |
| MS FOUNDATION | ||||||||
| 6520 NORTH ANDREWS AVE | FORT LAUDERDALE | FL | 33309 | NONE | PC | PARTICPANT PROGRAMS | $30 | |
| NORTH MUSEUM | ||||||||
| 400 COLLEGE AVENUE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $2,000 | |
| ORCA | ||||||||
| 401 E ORANGE ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $250 | |
| PA CANNINE SEARCH & RESCUE | ||||||||
| 425 LOCUST ST | DENVER | PA | 17517 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| PA WILDLIFE SOCIETY | ||||||||
| 425 BARLOW PLACE | BETHESDA | MD | 20814 | NONE | PC | PARTICIPANT PROGRAMS | $500 | SUITE 200 |
| PENN STATE UNIVERSITY | ||||||||
| 103 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | PC | SCHOLARSHIP | $1,000 | |
| PIONEER STEAM FIRE ENGINE CO 1 | ||||||||
| 135 S STATE STREET | EPHRATA | PA | 17522 | NONE | PC | OPERATING EXPENSES | $500 | |
| POWER PACKS PROJECT | ||||||||
| 1006 NEW HOLLAND AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| ROHERSTOWN FIRE COMPANY | ||||||||
| 500 ELIZABETH STREET | LANCASTER | PA | 17603 | NONE | PC | OPERATING EXPENSE | $500 | |
| SALVATION ARMY | ||||||||
| 131 S QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | PROGRAMS | $130 | |
| SCHREIBER PEDIATRIC | ||||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| SHIPPENSBURG UNIVERSITY | ||||||||
| 1871 OLD MAIN | SHIPPENSBURG | PA | 17257 | NONE | PC | SCHOLARSHIP | $750 | |
| SINGERLY FIRE COMPANY | ||||||||
| PO BOX 444 | ELKTON | MD | 21922 | NONE | PC | OPERATING EXPENSES | $500 | |
| SLIPPERY ROCK UNIVERSITY | ||||||||
| 1 MORROW WAY | SLIPPERY ROCK | PA | 16057 | NONE | PC | SCHOLARSHIP | $1,000 | |
| SPECIAL OLYMPICS | ||||||||
| PO BOX 7442 | LANCASTER | PA | 17604 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| ST PETERS LUTHERAN CHURCH | ||||||||
| 10 DELP RD | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| THADDEUS STEVENS COLLEGE | ||||||||
| 750 EAST KING ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $1,500 | |
| THADDEUS STEVENS FOUNDATION | ||||||||
| 740 EAST END AVE | LANCASTER | PA | 17602 | NONE | PC | SCHOLARSHIP | $1,000 | |
| UNITED WAY OF LANCASTER | ||||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 | |
| UNIVERSITY OF DELAWARE | ||||||||
| 301 DUPONT HALL | NEWARD | DE | 19716 | NONE | PC | SCHOLARSHIP | $2,000 | |
| VISION CORPS FOUNDATION | ||||||||
| 244 N QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $500 | |
| WATER STREET RESCUE MISSION | ||||||||
| 205 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $105 | |
| WETLANDS INSTITUTE OF STONE HARBOR | ||||||||
| 1075 STONE HARBOR BLVD | STONE HARBOR | NJ | 08247 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| WILSON EDUCATIONAL FOUNDATION | ||||||||
| 2601 GRANDVIEW BLVD | WEST LAWN | PA | 19609 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| YMCA OF LANCASTER | ||||||||
| 265 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| YWCA OF LANCASTER | ||||||||
| 110 N LIME ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $400 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| BLOOMSBURG UNIVERSITY FOUNDATION | ||||||||
| 50 EAST MAIN ST | BLOOMSBURG | PA | 17815 | NONE | PC | PARTICIPANT PROGRAMS | $25 | |
| CHRISTAR | ||||||||
| 1500 INTERNATIONAL PARKWA | RICHARDSON | TX | 75081 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| CORNELL ORNITHOLOGY | ||||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| EPHRATA AMBULANCE ASSOC | ||||||||
| 528 W MAIN ST | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGAMS | $50 | |
| FAITH FRIENDSHIP | ||||||||
| 128 W MAIN ST | MOUNTVILLE | PA | 17554 | NONE | PC | PARTICIPANT PROGRAMS | $200 | |
| LEO'S HELPHING PAWS | ||||||||
| 1284 WHEATLAND AVENUE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $50 | |
| LITITZ FIRE COMPANY | ||||||||
| 24 W MAIN ST | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $100 | |
| MS SOCIETY | ||||||||
| 1630 MANHEIM PIKE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $30 | |
| ORPHAN RESOURCES INT'L | ||||||||
| 550 W TROUT RUN RD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $180 | |
| PET PANTRY- LANCASTER | ||||||||
| 26 MILLERSVILLE RD | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $75 | |
| WILLOW STREET FIRE CO | ||||||||
| PO BOX 495 | WILLOW STREET | PA | 17584 | NONE | PC | PARTICIPANT PROGRAMS | $65 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,935 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $507 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,641 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIVE STATES AND PTP'S | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $51,328 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $51,328 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,369 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,697 | TotalIncomeProducingActyAmt |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GSM INDUSTRIAL INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3249 HEMPLAND ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $60,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,735 | Amt |
| Net Investment Income | $2,868 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,867 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LTD PTRHIP INTERESTS/PTP'S | AT COST | ||
| STOCKS | AT COST | $395,075 | $400,786 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $1,053 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | $1,775 | $888 | $887 |
| TAXES | $1,908 | $1,908 | |
| BROKERAGE FEES | $1,643 | $1,643 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIVE STATES AND PTP'S | Desc |
| Revenue And Expenses Per Books | $51,328 | RevenueAndExpensesPerBooksAmt |
Comments