THE STEINMAN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINMAN FOUNDATION (EIN 23-6266377)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-04
- IRS object ID
- 201602179349100315
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-04T13:53:03-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | 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 | 236266377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEINMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 7172918607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176080128 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE D ZIMMERMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7172918607 | PhoneNum |
| Signature | 2016-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J NELSON | PreparerPersonNm |
| PTIN | P00137172 | PTIN |
| Phone | 2154414600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $90,260,487 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,470,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,470,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,547,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,964,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,547,254 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,270 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70,270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,090,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,088,399 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $757,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $345,309 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $412,090 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $234,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,696 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,193 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,193 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,964 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,964 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,068,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $488,247 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,863,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,863,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,931,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,351,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,158,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,717,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,937 | CashBOYAmt |
| Cash EOY | $148,749 | CashEOYAmt |
| Cash EOYFMV | $148,749 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,155,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,649,740 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,649,740 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $106,078 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $132,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $132,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $44,072,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,435,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,521,497 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,793,831 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,921,515 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,781,012 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $437,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $435,423 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $877,489 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $56,668,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,872,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,260,487 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $20,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $88,987,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,987,276 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$32,318,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$30,134,341 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,668,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,852,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,668,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,872,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,668,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,158,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,634 | OtherIncreasesAmt |
| Subtotal | $58,875,435 | SubtotalAmt |
| Other Decreases | $22,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,852,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BNY MELLON - 10571206800 | P | 2015-12-31 | $939,200 | $990,406 | -$51,206 | -$51,206 |
| BNY MELLON - 10571206800 | P | 2015-12-31 | $8,152,001 | $3,500,104 | $4,651,897 | $4,651,897 |
| BNY MELLON - 10571206810 | P | 2015-12-31 | $8,873,036 | $8,926,473 | -$53,437 | -$53,437 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,547,254 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,365,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $87,149,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,636,565 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $73,094,137 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049752 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,280,471 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,601,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054132 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,932,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $58,656,192 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050002 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,785,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $56,325,447 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084962 | DistributionYr5Rt |
| Total Distribution | 0.277471 | TotalDistributionRt |
| Average Distribution | 0.055494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $90,569,085 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,026,041 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57,174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,083,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,351,966 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $132,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,652 | OverpaymentAmt |
| Applied To ES Tax | $17,652 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | ITS OFFICERS | IndividualWithBooksNm |
| Phone | 7172918607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 W KING ST | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17608 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MS BEVERLY R STEINMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CO-CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MS PAMELA M THYE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CO-CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MR ROBERT M KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | VICE CHAIRMAN | 0.10 | $0 | $0 | $0 |
| MR SHANE D ZIMMERMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | PRESIDENT & TREASURER | 0.10 | $0 | $0 | $0 |
| MS LAUREN V FRICK | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | SECRETARY | 0.10 | $0 | $0 | $0 |
| MS HALE A KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MS CAROLINE N HILL | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MR DALE L PRINCE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $24,000 | $0 | $0 |
| MS G ANNE ORBAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTENTIONAL PHILANTHROPY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BETHESDA METRO CENTER 960 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | STRATEGIC PLANNING | ServiceTypeTxt |
| Compensation | $58,770 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $91,870,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $91,948,310 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $91,948,310 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,379,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,569,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,528,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,528,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114,348 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $895 | IncomeTaxAmt |
| Total Tax | $115,243 | TotalTaxAmt |
| Distributable Before Adj | $4,413,211 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,413,211 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,413,211 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,351,966 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,351,966 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,351,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,413,211 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,040,538 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $374,189 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $412,856 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,008,520 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,351,966 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,351,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,061,245 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,061,245 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,947,275 | 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 | $979,293 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $967,982 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,937 | ExcessFromYear4Amt |
| Excess From Year3 | $374,189 | ExcessFromYear3Amt |
| Excess From Year2 | $412,856 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON DALY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST KING STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7172918676 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORMS FURNISHED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28 OF SENIOR YEAR OF STUDENT APPLICANT | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS RESTRICTED TO NEWSPAPER CARRIERS AND EMPLOYEES' CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (108 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALANA FISHER CO UNIVERSITY OF PITTSBURGH | |||||||
| 4227 FIFTH AVE | PITTSBURGH | PA | 15260 | NONE | NC | SCHOLARSHIP | $2,500 |
| ALEDA RISSER CO MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17511 | NONE | NC | FELLOWSHIP | $3,500 |
| AMANDA LAM CO THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 800 21ST ST NW | WASHINGTON | DC | 20052 | NONE | NC | SCHOLARSHIP | $5,000 |
| AMANDA YOST CO DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | NC | FELLOWSHIP | $2,366 |
| ANDREW GATES CO ELIZABETHTOWN COLLEGE | |||||||
| ONE ALPHA DR | ELIZABETHTOWN | PA | 17022 | NONE | NC | SCHOLARSHIP | $5,000 |
| ANTHONY CROGNALE CO PENN STATE UNIVERSITY | |||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NONE | NC | SCHOLARSHIP | $5,000 |
| ARC OF LANCASTER COUNTY | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | OPERATIONS | $5,000 | |
| ARCH STREET CENTER | |||||||
| 629 NORTH MARKET STREET | LANCASTER | PA | 17603 | PC | CAPITAL CAMPAIGN | $50,000 | |
| ASSETS | |||||||
| 100 SOUTH QUEEN STREET | LANCASTER | PA | 17603 | PC | OPERATIONS | $5,000 | |
| ASSIST | |||||||
| PO BOX 969 68 BRIDGE ST | SUFFIELD | CT | 06078 | PC | OPERATIONS | $8,000 | |
| BOY SCOUTS OF AMERICA-LANCASTER | |||||||
| 630 JANET AVE STE B-114 | LANCASTER | PA | 17601 | PC | 2015 SCOUT REACH BREAKFAST | $1,000 | |
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | PC | 2015 SUMMER CAMP | $40,000 | |
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | PC | CONSULTANT | $4,750 | |
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | PC | CONSULTANT | $4,750 | |
| BRIDGE OF HOPE | |||||||
| 1516 OLIVE ST | COATESVILLE | PA | 19320 | PC | OPERATIONS | $10,000 | |
| CAITLIN LANDIS CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NC | FELLOWSHIP | $5,000 |
| CASA | |||||||
| 53 NORTH DUKE STREET STE 218 | LANCASTER | PA | 17602 | PC | OPERATIONS | $25,000 | |
| CENTER FOR COMMUNITY PEACEMAKING | |||||||
| 53 N DUKE ST STE 303 | LANCASTER | PA | 17603 | PC | OPERATIONS | $5,000 | |
| CHARLOTTE RYMAR CO PHILADELPHIA UNIVERSITY | |||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | NC | SCHOLARSHIP | $5,000 |
| CHRISTINA WEIDEL CO BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NONE | NC | SCHOLARSHIP | $7,500 |
| CLARE HOUSE LANCASTER | |||||||
| 342 E CHESTNUT ST 344 | LANCASTER | PA | 17602 | PC | OPERATIONS | $10,000 | |
| COBY'S FAMILY SERVICES LANCASTER | |||||||
| 134 E KING ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $5,000 | |
| CONESTOGA HOUSE FOUNDATION | |||||||
| 8 W KING ST | LANCASTER | PA | 17608 | POF | OPERATIONS | $455,464 | |
| CRISPUS ATTUCKS COMMUNITY CENTER-LANCASTER | |||||||
| 407 HOWARD AVE | LANCASTER | PA | 17602 | PC | M.L. KING BREAKFAST | $5,000 | |
| DAYNA MCROBERTS CO UNIVERSITY OF VERMONT | |||||||
| 85 S PROSPECT ST | BURLINGTON | VT | 05405 | NONE | NC | SCHOLARSHIP | $2,500 |
| DEBRA JONES CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NC | FELLOWSHIP | $3,388 |
| EPHRATA COMMUNITY HOSPITAL | |||||||
| 169 MARTIN AVE | EPHRATA | PA | 17522 | PC | EMERGENCY ROOM EXPANSION PROJECT | $25,000 | |
| EPHRATA COMMUNITY HOSPITAL | |||||||
| 169 MARTIN AVE | EPHRATA | PA | 17522 | PC | EMERGENCY ROOM EXPANSION PROJECT | $25,000 | |
| EPHRATA COMMUNITY HOSPITAL | |||||||
| 169 MARTIN AVE | EPHRATA | PA | 17522 | PC | EMERGENCY ROOM EXPANSION PROJECT | $25,000 | |
| EPHRATA COMMUNITY HOSPITAL | |||||||
| 169 MARTIN AVE | EPHRATA | PA | 17522 | PC | EMERGENCY ROOM EXPANSION PROJECT | $25,000 | |
| ERIKA ORTEGA CO PHILADELPHIA UNIVERSITY | |||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | NC | SCHOLARSHIP | $5,000 |
| FRANCES WENRICH CO MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17511 | NONE | NC | SCHOLARSHIP | $2,500 |
| HALLE FEISTER CO EVANGELICAL THEOLOGICAL SEMINARY | |||||||
| 121 S COLLEGE ST | MYERSTOWN | PA | 17067 | NONE | NC | FELLOWSHIP | $5,000 |
| HARRISBURG AREA COMMUNITY COLLEGE | |||||||
| ONE HACC DRIVE | HARRISBURG | PA | 17110 | PC | SCHOLARSHIP FUND | $15,000 | |
| HARRISBURG AREA COMMUNITY COLLEGE | |||||||
| ONE HACC DRIVE | HARRISBURG | PA | 17110 | PC | SCHOLARSHIP FUND | $15,000 | |
| HERSHEY MEDICAL CENTER | |||||||
| 500 UNIVERSITY DRIVE | HERSHEY | PA | 17033 | PC | CHILD LIFE PROGRAM | $50,000 | |
| HOPE WITHIN COMMUNITY HEALTH CENTER | |||||||
| 4748 E HARRISBURG PIKE | ELIZABETHTOWN | PA | 17022 | PC | OPERATIONS | $10,000 | |
| HORIZONS AT LANCASTER COUNTRY DAY SCHOOL | |||||||
| 725 HAMILTON RD | LANCASTER | PA | 17603 | NC | OPERATIONS | $15,000 | |
| JEREMY VITAL CO DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NONE | NC | SCHOLARSHIP | $2,500 |
| JESSE MAIN CO IMMACULATA UNIVERSITY | |||||||
| 1145 KING RD | IMMACULATA | PA | 19345 | NONE | NC | FELLOWSHIP | $5,833 |
| JESSICA RIDLEY CO UNIVERSITY OF PITTSBURGH | |||||||
| 4227 FIFTH AVE | PITTSBURGH | PA | 15260 | NONE | NC | SCHOLARSHIP | $2,500 |
| JESSICA TAYLOR CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NC | FELLOWSHIP | $3,388 |
| JESSICAL SIMERAL CO MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17511 | NONE | NC | FELLOWSHIP | $5,000 |
| JODI GOOD MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17511 | NONE | NC | FELLOWSHIP | $1,616 |
| JOSH STRICKLER CO IMMACULATA UNIVERSITY | |||||||
| 1145 KING RD | IMMACULATA | PA | 19345 | NONE | NC | FELLOWSHIP | $5,000 |
| JUNIOR ACHIEVEMENT-LANCASTER | |||||||
| 2420 GEHMAN LANE | LANCASTER | PA | 17602 | PC | OPERATIONS | $8,500 | |
| KAROLINE KENT CO PENN STATE UNIVERSITY - BERKS | |||||||
| TULPEHOCKEN ROAD PO BOX 7009 | READING | PA | 19610 | NONE | NC | SCHOLARSHIP | $2,500 |
| LA ACADEMIA-THE PARTNERSHIP CHARTER SCHOOL | |||||||
| 30 N ANN ST | LANCASTER | PA | 17602 | PC | SMART BOARDS | $5,000 | |
| LANCASTER ALLIANCE | |||||||
| 354 N PRINCE STREET | LANCASTER | PA | 17603 | PC | OPERATIONS | $70,000 | |
| LANCASTER CHAMBER OF COMMERCE | |||||||
| 100 S QUEEN ST | LANCASTER | PA | 17603 | PC | LUNCHEON | $300 | |
| LANCASTER CITY-COUNTY CRIME STOPPERS | |||||||
| PO BOX 7475 | LANCASTER | PA | 17604 | PC | OPERATIONS | $5,000 | |
| LANCASTER COMMUNITY SAFETY COALITION | |||||||
| 262 CONESTOGA STREET | LANCASTER | PA | 17608 | PC | OPERATIONS | $33,333 | |
| LANCASTER COUNTY COMMUNITY FOUNDATION | |||||||
| 24 W KING ST 201 | LANCASTER | PA | 17603 | PC | FUNDER'S FORUM | $5,715 | |
| LANCASTER COUNTY COUNCIL OF CHURCHES | |||||||
| 812 NORTH QUEEN STREET | LANCASTER | PA | 17603 | PC | CAPITAL BLDG. CAMPAIGN | $62,500 | |
| LANCASTER COUNTY COUNCIL OF CHURCHES | |||||||
| 812 NORTH QUEEN STREET | LANCASTER | PA | 17603 | PC | OPERATIONS | $5,000 | |
| LANCASTER COUNTY COUNCIL OF CHURCHES | |||||||
| 812 NORTH QUEEN STREET | LANCASTER | PA | 17603 | PC | CAPITAL BUILDING CAMPAIGN | $62,500 | |
| LANCASTER COUNTY WORKFORCE INVESTMENT BOARD | |||||||
| 313 WEST LIBERTY STREET | LANCASTER | PA | 17603 | PC | ECONOMIC DEVELOPMENT | $30,000 | |
| LANCASTER DAY CARE CENTER | |||||||
| 150 S QUEEN STREET | LANCASTER | PA | 17603 | PC | REBRANDING | $30,000 | |
| LANCASTER DOLLARS FOR HIGHER LEARNING | |||||||
| PO BOX 1601 | LANCASTER | PA | 17608 | PC | OPERATIONS | $5,000 | |
| LANCASTER FAMILY YMCA | |||||||
| 265 HARISBURG AVE | LANCASTER | PA | 17603 | PC | LIGHT UP CAMP SHAND | $31,250 | |
| LANCASTER FAMILY YMCA | |||||||
| 265 HARISBURG AVE | LANCASTER | PA | 17603 | PC | LIGHT UP CAMP SHAND | $31,250 | |
| LANCASTER FARMLAND TRUST | |||||||
| 125 LANCASTER AVE | STRASBURG | PA | 17579 | PC | OPERATIONS | $130,000 | |
| LANCASTER GENERAL HOSPITAL | |||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17603 | PC | CANCER CENTER | $100,000 | |
| LANCASTER GENERAL HOSPITAL | |||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17603 | PC | CANCER CENTER | $100,000 | |
| LANCASTER HOUSING OPPORTUNITY PARTNERSHIP | |||||||
| 123 EAST KING STREET | LANCASTER | PA | 17602 | PC | LHIFT PROGRAM | $100,000 | |
| LANCASTER LEBANON EDUCATION FOUNDATION | |||||||
| 1020 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | PC | STEM ALLIANCE | $20,000 | |
| LANCASTER LEBANON EDUCATION FOUNDATION | |||||||
| 1020 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | PC | STEM CONFERENCE | $2,000 | |
| LANCASTER PARTNERSHIP PROGRAM-MILLERSVILLE UNIVERSITY | |||||||
| PO BOX 1002 | MILLERSVILLE | PA | 17551 | PC | OPERATIONS | $100,000 | |
| LANCASTER SCIENCE FACTORY | |||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | PC | OPERATIONS | $30,000 | |
| LANCASTERHISTORYORG | |||||||
| 230 N PRESIDENT ST | LANCASTER | PA | 17603 | PC | HERITAGE CENTER COLLECTION | $50,000 | |
| LANCASTERHISTORYORG | |||||||
| 230 N PRESIDENT ST | LANCASTER | PA | 17603 | PC | HERITAGE CENTER COLLECTION | $50,000 | |
| LANCASTERHISTORYORG | |||||||
| 230 N PRESIDENT ST | LANCASTER | PA | 17603 | PC | CAMPUS OF HISTORY | $50,000 | |
| LANCASTERHISTORYORG | |||||||
| 231 N PRESIDENT ST | LANCASTER | PA | 17603 | PC | CAMPUS OF HISTORY | $50,000 | |
| LEADERSHIP LANCASTER | |||||||
| 100 S QUEEN ST | LANCASTER | PA | 17608 | PC | BOARD LEADERSHIP ACADEMY | $10,000 | |
| LEADS | |||||||
| 53 DUKE ST | LANCASTER | PA | 17602 | PC | FLOWERING BASKETS | $1,040 | |
| LITERACY COUNCIL OF LEBANON-LANCASTER | |||||||
| 24 S QUEEN STREET | LANCASTER | PA | 17603 | PC | OPERATIONS | $5,000 | |
| LONGS PARK AMPHITHEATER FOUNDATION | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | SUMMER CONCERT SERIES | $10,000 | |
| LORI WALTON CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NC | FELLOWSHIP | $3,500 |
| MARTIN LUTHER KING SCHOLARSHIP FUND | |||||||
| PO BOX 6303 | LANCASTER | PA | 17607 | PC | SCHOLARSHIP FUND | $5,000 | |
| MELANIE RANKIN CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NC | FELLOWSHIP | $3,388 |
| MENTAL HEALTH AMERICA OF LANCASTER | |||||||
| 630 JANET AVE B108 | LANCASTER | PA | 17601 | PC | OPERATIONS | $5,000 | |
| MILAGRO HOUSE-LANCASTER | |||||||
| 669 WEST CHESTNUT STREET | LANCASTER | PA | 17603 | PC | OPERATIONS | $15,000 | |
| MOM'S HOUSE-LANCASTER | |||||||
| 415 S QUEEN ST | LANCASTER | PA | 17608 | PC | OPERATIONS | $7,000 | |
| MUSIC FOR EVERYONE | |||||||
| 42 N PRINCE ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $10,000 | |
| NO LONGER ALONE MINISTRIES-LANCASTER | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | OPERATIONS | $5,000 | |
| NORTH MUSEUM OF NATURAL HISTORY & SCIENCE-LANCASTER | |||||||
| 400 COLLEGE AVE | LANCASTER | PA | 17603 | PC | CAPITAL CAMPAIGN | $75,000 | |
| OCTORARO WATERSHED ASSOCIATION | |||||||
| 517 PINE GROVE RD | NOTTINGHAM | PA | 19362 | PC | OPERATIONS | $5,000 | |
| PAI CORPORATION (DBA EXCENTIA AND S JUNE SMITH CENTER) | |||||||
| 1810 ROHRERSTOWN RD | LANCASTER | PA | 17601 | PC | OPERATIONS | $5,000 | |
| PENNSYLVANIA COLLEGE OF ART AND DESIGN-LANCASTER | |||||||
| 204 N PRINCE STREET | LANCASTER | PA | 17603 | PC | REMARQUE CIRCLE CAMPAIGN | $15,000 | |
| PENNSYLVANIA COLLEGE OF ART AND DESIGN-LANCASTER | |||||||
| 204 N PRINCE STREET | LANCASTER | PA | 17603 | PC | REMARQUE CIRCLE CAMPAIGN | $15,000 | |
| RACHEL STAMM CO EDINBORO UNIVERSITY | |||||||
| 210 GLASGOW RD | EDINBORO | PA | 16444 | NONE | NC | FELLOWSHIP | $5,000 |
| SAMARITAN COUNSELING CENTER-LANCASTER | |||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | PC | TEEN SCREEN PROGRAM | $4,000 | |
| SAMARITAN COUNSELING CENTER-LANCASTER | |||||||
| 1803 OREGON PIKE | LANCASTER | PA | 17601 | PC | TEEN SCREEN PROGRAM | $5,000 | |
| SARAH FERGUSON CO RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NONE | NC | SCHOLARSHIP | $5,000 |
| SCHREIBER PEDIATRIC REHAB CENTER | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | PC | PROGRAMMING SUPPORT | $12,500 | |
| SCHREIBER PEDIATRIC REHAB CENTER | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | PC | PROGRAMMING SUPPORT | $12,500 | |
| SHALOM PARTNERSHIP-LANCASTER | |||||||
| PO BOX 6084 | LANCASTER | PA | 17607 | PC | OPERATIONS | $5,000 | |
| SUSAN P BYRNES HEALTH EDUCATION CENTER | |||||||
| 515 SOUTH GEORGE ST | YORK | PA | 17401 | PC | OPERATIONS | $20,000 | |
| TABOR COMMUNITY SERVICES-LANCASTER | |||||||
| 308 E KING ST 1 | LANCASTER | PA | 17608 | PC | OPERATIONS | $25,000 | |
| THADDEUS STEVENS FOUNDATION | |||||||
| 750 E KING ST | LANCASTER | PA | 17602 | PC | CAMPAIGN FOR GROWTH | $150,000 | |
| THADDEUS STEVENS FOUNDATION | |||||||
| 750 E KING ST | LANCASTER | PA | 17602 | PC | CAMPAIGN FOR GROWTH | $150,000 | |
| THE MIX AT ARBOR PLACE | |||||||
| 520 NORTH STREET | LANCASTER | PA | 17602 | PC | POLICE ATHLETIC LEAGUE | $7,500 | |
| THE MIX AT ARBOR PLACE | |||||||
| 520 NORTH STREET | LANCASTER | PA | 17602 | PC | POLICE ATHLETIC LEAGUE | $7,500 | |
| TIFFANY LAM CO GETTYSBURG COLLEGE | |||||||
| 300 N WASHINGTON ST | GETTYSBURG | PA | 17325 | NONE | NC | SCHOLARSHIP | $2,500 |
| TYLER GEHMAN CO MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17511 | NONE | NC | FELLOWSHIP | $3,388 |
| UNITED DISABILITIES SERVICES-LANCASTER | |||||||
| 1901 OLDE HOMESTEAD LN | LANCASTER | PA | 17605 | PC | OPERATIONS | $5,000 | |
| UNITED WAY OF LANCASTER COUNTY | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | OPERATIONS | $150,000 | |
| ZOE BUCKWALTER CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | NC | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,863,719 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANCASTER HOUSING OPPORTUNITY PARTNERSHIP | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 EAST KING STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | LHIFT PROGRAM | GrantOrContributionPurposeTxt |
| Amt | $150,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $150,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,470,875 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,547,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,088,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,088,399 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE BOND PREMIUM AMORTIZATION ELECTION PURSUANT TOCODE SEC. 171(C). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON | BondNm |
| EOY Book Value | $9,921,515 | EOYBookValueAmt |
| EOYFMV | $9,781,012 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON | StockNm |
| EOY Book Value | $43,435,508 | EOYBookValueAmt |
| EOYFMV | $74,521,497 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE GROUP, L.P. | AT COST | $435,101 | $877,200 |
| OTHER ASSETS | AT COST | $322 | $289 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $22,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE AND DOMAIN FEES | $8,531 | $0 | $8,531 |
| TRUSTEE FEES | $203 | $0 | $203 |
| BANK FEES | $366 | $0 | $366 |
| MEMBERSHIP DUES | $15,298 | $0 | $15,298 |
| OFFICE SUPPLIES | $2,738 | $0 | $2,738 |
| MEALS & ENTERTAINMENT | $4,380 | $0 | $4,380 |
| MISCELLANEOUS | $3,448 | $0 | $3,448 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLACKSTONE GROUP L.P. | $64,675 | $64,675 | $64,675 |
| OTHER INCOME | $5,595 | $5,595 | $5,595 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $26,309 |
| NON DIVIDEND DISTRIBUTION | $22,325 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $345,309 | $345,309 | $0 |
| MANAGEMENT FEE | $310,007 | $0 | $310,007 |
| MISCELLANEOUS | $102,083 | $0 | $102,083 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - BNY | $25,696 | $25,696 | $0 |
| PRIOR YEAR EXCISE TAX | $209,012 | $0 | $0 |
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