LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349102736
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T13:40:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231311005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Boyer & Ritter | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 House Avenue | AddressLine1Txt |
| City | Camp Hill | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | 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 | 222719260 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG FAMILY EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 7172435757 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BELVEDERE STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert F Long | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7172435757 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael Menear | PreparerPersonNm |
| PTIN | P00075073 | PTIN |
| Phone | 7177617210 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,830,024 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $273,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $273,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $656,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,193 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,396,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $396,802 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $601 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,082 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,042 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,404 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,404 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $796,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $796,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $809,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $796,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $587,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $385,855 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,986 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $531,151 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $503,578 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $503,578 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,721,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,732,108 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,732,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $701,537 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,594,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,594,338 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,961,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,830,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,830,024 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,961,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,830,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,961,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,830,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,961,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,830,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,961,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $587,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,548,469 | SubtotalAmt |
| Other Decreases | $1,718,445 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,830,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 180 Sh Crimson Wine Group Ltd Com | P | 2007-12-19 | 2015-04-02 | $1,646 | $2,440 | -$794 | -$794 |
| 1800 Sh Leucadia Natl Corp Com | P | 2007-12-19 | 2015-04-02 | $40,404 | $82,727 | -$42,323 | -$42,323 |
| 1932 Sh Paragon Offshore Plc Ord | P | 2012-01-23 | 2015-04-02 | $2,392 | $11,942 | -$9,550 | -$9,550 |
| 1350 Sh Phillips 66 Com | P | 2012-01-18 | 2015-05-06 | $107,818 | $49,513 | $58,305 | $58,305 |
| 2700 Sh Conocophillips Corp | P | 2012-01-18 | 2015-05-06 | $182,211 | $93,582 | $88,629 | $88,629 |
| 250 Sh Vanguard 500 Index Fund Admiral | P | 2012-01-18 | 2015-09-09 | $44,930 | $30,033 | $14,897 | $14,897 |
| 500 Sh UGI Holding Corp Com | P | 2002-01-18 | 2015-09-09 | $16,990 | $7,790 | $9,200 | $9,200 |
| 400 Sh General Electric Co Com | P | 2012-01-18 | 2015-09-09 | $10,062 | $8,120 | $1,942 | $1,942 |
| 10000 Sh Goldman Sachs Group Inc | P | 2012-01-18 | 2015-11-02 | $250,000 | $247,113 | $2,887 | $2,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,193 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $641,711 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,046,083 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070938 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $903,859 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,051,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.112257 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $306,847 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,833,706 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044902 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,279,383 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,313,120 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.202655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $159,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,959,392 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026764 | DistributionYr5Rt |
| Total Distribution | 0.457516 | TotalDistributionRt |
| Average Distribution | 0.091503 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,550,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $782,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,859 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $786,276 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $796,035 | 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 | $3,859 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,859 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,859 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,280 | TotalPaymentsAndCreditsAmt |
| Overpayment | $421 | OverpaymentAmt |
| Applied To ES Tax | $421 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | robert f long | IndividualWithBooksNm |
| Phone | 7172435757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 39 | AddressLine1Txt |
| City | carlisle | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KATHERINE LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Todd R Long | ||||||||
| 5 Wellington Court | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS AND GRANTS TO CHARITIES AND EDUCATIONAL INSTITUTIONS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Scholarships awarded for attendance at educational institutions | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,140,325 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,680,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,680,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,550,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $427,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $427,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,859 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,859 | TotalTaxAmt |
| Distributable Before Adj | $423,677 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,677 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,677 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $796,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $796,035 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,859 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $792,176 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $802,757 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $504,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $193,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,501,020 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $796,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,677 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $372,358 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,873,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,873,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $802,757 | ExcessFromYear4Amt |
| Excess From Year2 | $504,580 | ExcessFromYear2Amt |
| Excess From Year1 | $193,683 | ExcessFromYear1Amt |
| Excess From Current Year | $372,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boston College | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | NONE | 501 C3 | General | $4,000 |
| Carlisle Area Family Life Center | |||||||
| 155 N Hanover St | Carlisle | PA | 17013 | nONE | 501 C3 | General | $3,500 |
| Carlisle Family YMCA | |||||||
| 311 South West Street | Carlisle | PA | 17013 | nONE | 501 C3 | General | $5,500 |
| CEDAR CREST COLLEGE | |||||||
| 100 College Dr | Allentown | PA | 18104 | NONE | 501 C3 | General | $10,000 |
| Central PA Youth Ballet | |||||||
| 5 N Orange St 3 | Carlisle | PA | 17013 | NONE | 501 C3 | General | $1,000 |
| christ the king school | |||||||
| 164 Hopkins Ave | Haddonfield | NJ | 08033 | nONE | 501 C3 | General | $2,000 |
| Cumberland County Historical Society | |||||||
| 21 N Pitt St | Carlisle | PA | 17013 | NONE | 501 C3 | General | $6,000 |
| CUMBERLAND PERRY ARC | |||||||
| 71 Ashland Avenue | Carlisle | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| Diakon lutheran Social Ministries | |||||||
| 1 South Home Avenue | Topton | PA | 19562 | nONE | 501 C3 | gENERAL | $2,500 |
| FORDHAM UNIVERSITY | |||||||
| 557 East Fordham Road | Bronx | NY | 10458 | NONE | 501 C3 | GENERAL | $66,150 |
| friends of CARLISLE THEATRE | |||||||
| 40 West high Street | Carlisle | PA | 17013 | NONE | 501 C3 | General | $2,000 |
| Iowa State University | |||||||
| 1220 Beardshear Hall | Ames | IA | 50011 | NONE | 501 C3 | General | $10,000 |
| Juniata College | |||||||
| 1700 Moore St | Huntingdon | PA | 16652 | NONE | 501 C3 | General | $8,339 |
| Mid Penn Legal Services | |||||||
| 213-A North Front Street | Harrisburg | PA | 17101 | NONE | 501 C3 | General | $1,000 |
| Northland College | |||||||
| 1411 Ellis Avenue | Ashland | WI | 54806 | None | 501 C3 | General | $7,819 |
| Paris Junior College | |||||||
| 2400 Clarksville St | Paris | TX | 75460 | NONE | 501 C3 | General | $6,678 |
| Penn State University | |||||||
| 201 Old Main | University Park | PA | 16802 | None | 501 C3 | General | $10,000 |
| SALVATION ARMY | |||||||
| 20 E Pomfret St | Carlisle | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| St Joseph Medical Center Foundation | |||||||
| 7601 Osler Drive | Towson | MD | 21204 | None | 501 C3 | General | $2,000 |
| St Patrick Church School | |||||||
| 87 Marsh Dr | Carlisle | PA | 17015 | NONE | 501 C3 | GENERAL | $152,095 |
| SUSQUEHANNA VALLEY CTR FOR PUBLIC POLICIES | |||||||
| PO Box 338 | Hershey | PA | 17033 | nONE | 501 C3 | General | $6,000 |
| TRINITY HIGH SCHOOL | |||||||
| 3601 Simpson Ferry Road | Camp Hill | PA | 17011 | NONE | 501 C3 | GENERAL | $439,954 |
| villanova | |||||||
| 800 E Lancaster Ave | Villanova | PA | 19085 | NONE | 501 C3 | General | $20,000 |
| Wilson College | |||||||
| 1015 Philadelphia Ave | Chambersburg | PA | 17201 | NONE | 501 C3 | General | $10,000 |
| Ripon College | |||||||
| 300 Seward St | Ripon | WI | 54971 | None | 501 C3 | General | $10,000 |
| Simpson College | |||||||
| 701 N C St | Indianola | IA | 50125 | None | 501 C3 | General | $5,000 |
| Roman Catholic Diocese of Harrisburg | |||||||
| 4800 Union Deposit Rd | Harrisburg | PA | 17111 | None | 501 C3 | General | $250 |
| Inner-City Scholarship Fund | |||||||
| 1011 First Avenue Suite 1800 | New York | NY | 10022 | None | 501 C3 | General | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $796,035 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $273,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,193 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $396,802 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $396,802 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Robert F Long | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 39 | AddressLine1Txt |
| City | Carlisle | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 32,150 Shares of Stock Host Hotesl and Resorts Inc Com | NoncashPropertyDesc |
| Fair Market Value | $647,501 | FairMarketValueAmt |
| Received | 2015-05-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate and Foreign Bonds | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stocks | StockNm |
| EOY Book Value | $5,732,108 | EOYBookValueAmt |
| EOYFMV | $5,732,108 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,594,338 | BookValueAmt |
| EOYFMV | $1,594,338 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $1,203 | LegalFeesAmt |
| Net Investment Income | $601 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized losses | Desc |
| Amt | $1,718,445 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Trustee fees | $642 | $321 | $0 |
| REGISTERED AGENT | $365 | $183 | $0 |
| Misc | $1,075 | $538 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 Taxes | $1,889 | $1,889 | $0 |
| 2015 Estimated taxes | $4,280 | $4,280 | $0 |
| Foreign Taxes | $2,235 | $2,235 | $0 |
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