GOODING GROUP FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GOODING GROUP FOUNDATION (EIN 23-2516754)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-14
- IRS object ID
- 201612889349100101
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T05:04:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Disaster Relief | EXTENSION GRANTED UNTIL NOVEMBER 15, 2016 | 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 | 2015-01-01 | 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 | 2016-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J BERTZ CPA | PreparerPersonNm |
| PTIN | P00490920 | PTIN |
| Phone | 7173930767 | PhoneNum |
| Preparation | 2016-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | EXTENSION GRANTED UNTIL NOVEMBER 15 2016 | SpecialConditionDesc |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $403,355 | 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 | $57,624 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,001 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,001 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,472 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,472 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,105 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,484 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $673 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $336 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,960 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,990 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $939 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,096 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,048 | CashBOYAmt |
| Cash EOY | $23,570 | CashEOYAmt |
| Cash EOYFMV | $23,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,666 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $408,886 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $325,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $346,066 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $965 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,053 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,053 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $440,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $383,150 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $403,355 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $440,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $383,150 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $440,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $383,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $440,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $383,150 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $440,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,574 | ExcessRevenueOverExpensesAmt |
| Subtotal | $423,974 | SubtotalAmt |
| Other Decreases | $40,824 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $383,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $52,614 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $486,959 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108046 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $470,053 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,621 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $484,099 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102502 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,045 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $450,629 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.091084 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,605 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $506,921 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080101 | DistributionYr5Rt |
| Total Distribution | 0.502611 | TotalDistributionRt |
| Average Distribution | 0.100522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $388,890 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,092 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,096 | 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 | $22 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22 | SubtotalAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $408 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $408 | TotalPaymentsAndCreditsAmt |
| Overpayment | $386 | OverpaymentAmt |
| Applied To ES Tax | $386 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | JOHN S GOODING | 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 | 1.50 | $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 | $342,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,812 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $394,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22 | TotalTaxAmt |
| Distributable Before Adj | $19,423 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,423 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,096 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,096 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,074 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,423 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,347 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,908 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $125,753 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,096 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,673 | RemainingDistriFromCorpusAmt |
| Total Corpus | $170,426 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $153,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,408 | ExcessFromYear4Amt |
| Excess From Year3 | $26,347 | ExcessFromYear3Amt |
| Excess From Year2 | $33,908 | ExcessFromYear2Amt |
| Excess From Year1 | $28,490 | ExcessFromYear1Amt |
| Excess From Current Year | $44,673 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBRIGHT UNIVERSITY | |||||||
| 1621 N 13TH ST | READING | PA | 19604 | NONE | PC | SCHOLARSHIP | $750 |
| ALLIANCE FOR PROGRESS | |||||||
| 10255 W HIGGINS SUITE 60 | ROSEMONT | IL | 600185607 | NONE | PC | SCHOLARSHIP | $1,000 |
| ALVERNIA UNIVERSITY | |||||||
| 400 ST BERNARDINE ST | READING | PA | 19607 | NONE | PC | SCHOLARSHIP | $750 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 237 COURT ST | READING | PA | 19601 | NONE | PC | PARTICIPANT PROGRAMS | $12,226 |
| BIG BROTHERS BIG SISTERS | |||||||
| 520 E OREGON RD SUITE 10 | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $660 |
| ELIZABETHTOWN COLLEGE FAMILY BUS CT | |||||||
| ONE ALPHA DRIVE | ELIZABETHTOWN | PA | 170222298 | NONE | PC | BUSINESS DEVELOPMENT | $2,000 |
| 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 |
| F&M COLLEGE FUND | |||||||
| PO BOX 3003 | LANCASTER | PA | 176043003 | NONE | PC | SCHOLARSHIPS | $1,000 |
| FULTON THEATRE | |||||||
| 12 NORTH PRINCE ST | LANCASTER | PA | 17608 | NONE | PC | OPERATING EXPENSES | $800 |
| GOLDEY BEACOM COLLEGE ANNUAL FUND | |||||||
| 4701 LIMESTONE RD | WILMINGTON | DE | 19808 | NONE | PC | SCHOLARSHIPS | $1,000 |
| 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 | $2,000 |
| JUSTICE RESCUE | |||||||
| PO BOX 112 | WOODLYN | PA | 19094 | NONE | PC | OPERATING EXPENSES | $40 |
| KUTZTOWN UNIVERSITY | |||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | NONE | PC | SCHOLARSHIP | $750 |
| LANCASTER CATHOLIC HIGH SCHOOL | |||||||
| 650 JULIETTE AVE | LANCASTER | PA | 17601 | NONE | PC | OPERATING EXPENSES | $100 |
| LANCASTER COUNTY COURT OF COMMON PL | |||||||
| 150 N QUEEN ST | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT INCENTIVES | $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 | $450 |
| LITITZ WARWICK COMMUNITY CHEST | |||||||
| 200 W ORANGE ST | LITITZ | PA | 17543 | NONE | PC | OPERATING EXPENSES | $50 |
| LOVE 146 | |||||||
| PO BOX 8266 | NEW HAVEN | CT | 06530 | NONE | PC | PROGRAMS | $400 |
| MAKE A WISH FOUNDATION | |||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | PC | PARTICPANT PROGRAMS | $100 |
| MEN OF IRON | |||||||
| 1976 AUCTION ROAD | MANHEIM | PA | 17545 | NONE | PC | PROGRAMS | $175 |
| MILAGRO HOUSE | |||||||
| 320 SOUTH CHRISTIAN ST | LANCASTER | PA | 17602 | NONE | PC | ASSISTANCE TO INDIGENT FAMILIES | $1,000 |
| NORTH MUSEUM | |||||||
| 400 COLLEGE AVENUE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $2,000 |
| 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 |
| 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 | $50 |
| 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 |
| THADDEUS STEVENS FOUNDATION | |||||||
| 740 EAST END AVE | LANCASTER | PA | 17602 | NONE | PC | SCHOLARSHIP | $1,500 |
| UNIVERSITY OF DELAWARE | |||||||
| 301 DUPONT HALL | NEWARD | DE | 19716 | NONE | PC | SCHOLARSHIP | $1,000 |
| SAMARITAN COUNSELING CENTER | |||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $7,750 |
| UPPER LEACOCK FIRE CO | |||||||
| 50 WEST MAIN ST | LEOLA | PA | 17540 | NONE | PC | PARTICIPANT PROGRAM | $50 |
| EPHRATA PUBLIC LIBRARY | |||||||
| 550 S READING RD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| ADAMSTOWN FIRE COMPANY | |||||||
| 30 S POPLAR ST | ADAMSTOWN | PA | 19501 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| EPHRATA COMMUNITY HOSPITAL | |||||||
| 169 MARTIN AVENUE | EPHRATA | PA | 17522 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| HOLLIDAYSBURG VETERANS HOME | |||||||
| JACK STEVEN ST | HOLLIDAYSBURG | PA | 16648 | NONE | PC | PARTICIPANT PROGRAMS | $100 |
| HAMMER CREEK MENNONITE CHURCH | |||||||
| 590 HAMMER CREEK RD | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $250 |
| LGH BUTTERFLY FUND | |||||||
| 609 N CHERRY STREET | LANCASTER | PA | 17604 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 314 GOOD DRIVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $50 |
| PA CANNINE SEARCH & RESCUE | |||||||
| 425 LOCUST ST | DENVER | PA | 17517 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 |
| EDEN FIRE COMPANY 1 | |||||||
| 1695 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $100 |
| HUMANE LEAGUE OF LANCASTER | |||||||
| 2195 LINCOLN HWY | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $100 |
| LITITZ REC CENTER | |||||||
| 301 WEST MAPLE ST | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $100 |
| UNITED WAY OF LANCASTER | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $100 |
| LANCASTER CO CONSERVANCY | |||||||
| 117 SOUTH WEST END AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $195 |
| BLOOMSBURG UNIVERSITY | |||||||
| 271 CENTER ST | BLOOMSBURG | PA | 17815 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 |
| HACC LANCASTER CAMPUS | |||||||
| 1641 OLD PHILADELPHIA PIK | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 |
| THADDEUS STEVENS COLLEGE | |||||||
| 750 EAST KING ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPANT PROGRAMS | $1,000 |
| KREUTZ CREEK LIBRARY | |||||||
| 66 WALNUT SPRINGS ROAD | HELLAM | PA | 17406 | NONE | PC | PARTICIPANT PROGRAMS | $250 |
| WILSON EDUCATIONAL FOUNDATION | |||||||
| 2601 GRANDVIEW BLVD | WEST LAWN | PA | 19609 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| NATIONAL PARKINSON FOUNDATION | |||||||
| PO BOX 23204 | ROCHESTER | NY | 14692 | NONE | PC | PARTICIPANT PROGRAMS | $250 |
| HISTORIC PRESERVATION TRUST | |||||||
| 123 NORTH PRINCE STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| GIRL SCOUTS OF AMERICA | |||||||
| 330 MANOR ROAD | MIQUON | PA | 19444 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| TRANSITIONAL LIVING CENTER | |||||||
| 105 E KING ST | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $400 |
| BRIDGE OF HOPE LANCASTER | |||||||
| 822 MARIETTA AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPANT PROGRAMS | $50 |
| HOPE INTERNATIONAL | |||||||
| 227 GRANITE RUN DR | LANCASTER | PA | 17601 | NONE | PC | PARTICIPANT PROGRAMS | $50 |
| FEED MY SHEEP MINISTRY | |||||||
| PO BOX 341 | BELL | FL | 32619 | NONE | PC | PARTICIPANT PROGRAMS | $50 |
| ST JUDES CHILDRENS HOSPITAL | |||||||
| 4600 FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | PC | PARTICIPANT PROGRAMS | $250 |
| WARWICK EDUCATIONAL FOUNDATION | |||||||
| PO BOX 278 | LITITZ | PA | 17543 | NONE | PC | PARTICIPANT PROGRAMS | $25 |
| UNITED WAY OF LANCASTER COUNTY | |||||||
| 630 JANET AVENUE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $2,000 |
| HOSPICE COMMUNITY CARE | |||||||
| 685 GOOD DRIVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| LANCASTER CO COUNCIL CHURCHES | |||||||
| 812 NORTH QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| FRIENDSHIP COMMUNITY | |||||||
| 216 CONESTOGA BLVD | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| POWER PACKS PROJECT | |||||||
| 1006 NEW HOLLAND AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| TABOR COMMUNITY SERVICES | |||||||
| 308 E KING ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| EPHRATA REC CENTER | |||||||
| 130 S ACADEMY DR | EPHRATA | PA | 17522 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| EXCENTIA | |||||||
| 1810 ROHRESTOWN RD | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| HABITAT FOR HUMANITY | |||||||
| 443 FAIRVIEW AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| LANCASTER DAY CARE CENTER | |||||||
| 150 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| LEADERSHIP LANCASTER | |||||||
| 100 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| MANHEIM TOWNSHIP LIBRARY | |||||||
| 595 GRANITE RUN DRIVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| SCHREIBER PEDIATRIC | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| VISION CORPS FOUNDATION | |||||||
| 244 N QUEEN STREET | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| BOY SCOUTS OF AMERICA | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| YMCA OF LANCASTER | |||||||
| 265 HARRISBURG AVE | LANCASTER | PA | 17603 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| YWCA OF LANCASTER | |||||||
| 110 N LIME ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| LANCASTER CO CAREER & TECHNOLOGY | |||||||
| 1730 HANS HERR DR | LANCASTER | PA | 17584 | NONE | PC | PARTICIPATION PROGRAMS | $1,000 |
| LANCASTER THEOLOGICAL SEMINARY | |||||||
| 555 W JAMES ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| EPHRATA AREA EDUC FOUNDATION | |||||||
| 803 OAK BLVD | EPHRATA | PA | 17522 | NONE | PC | PARTICIPATION PROGRAMS | $400 |
| WATER STREET RESCUE MISSION | |||||||
| 205 S QUEEN ST | LANCASTER | PA | 17602 | NONE | PC | PARTICIPATION PROGRAMS | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,096 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,001 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,472 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$6,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $481 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GSM INDUSTRIAL INC | ||||||
| 1 | 3249 HEMPLAND ROAD | LANCASTER | PA | 17601 | $25,000 | Yes (X) |
| GSM ROOFING INC | ||||||
| 2 | 345 SOUTH READING ROAD | EPHRATA | PA | 17601 | $24,000 | Yes (X) |
| JAMES REED GOODING | ||||||
| 3 | 345 SOUTH READING ROAD | LANCASTER | PA | 17601 | $6,204 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,920 | Amt |
| Net Investment Income | $3,960 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PROSPECT CAPITAL CORP | 2014-05 | PURCHASE | 2015-02 | $12,935 | $14,815 | -$1,880 |
| VANGUARD NATURAL RESOURCES LLC | 2014-05 | PURCHASE | 2015-02 | $8,570 | $13,693 | -$5,123 |
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 | $182,149 | $182,149 |
| STOCKS | AT COST | $143,712 | $163,917 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDINGS | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $673 | LegalFeesAmt |
| Net Investment Income | $336 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $965 | BOYBookValueAmt |
| EOY Book Value | $1,053 | EOYBookValueAmt |
| EOYFMV | $1,053 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP INCOME ADJUSTMENTS | Desc |
| Amt | $40,824 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSES | $1,878 | $939 |
| TAXES | $112 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,472 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,472 | NetInvestmentIncomeAmt |
Comments