LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201501349349100115
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T07:50:28-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-12 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,961,191 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $213,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $203,591 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,800 | 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 | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $641,711 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $641,711 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $648,212 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $641,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$444,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $213,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,378 | CashBOYAmt |
| Cash EOY | $6,986 | CashEOYAmt |
| Cash EOYFMV | $6,986 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $685,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $531,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $531,151 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,183,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,721,517 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,721,517 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,012,791 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $701,537 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $701,537 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,898,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,961,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,961,191 | 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 | $8,898,703 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,961,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,898,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,961,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,898,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,961,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,898,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$444,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $507,109 | OtherIncreasesAmt |
| Subtotal | $8,961,191 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,961,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY MTN | 2009-06-04 | 2014-05-13 | $300,000 | $310,200 | -$10,200 | -$10,200 |
| PARAGON OFFSHORE LTD | 2013-06-15 | 2014-09-19 | $4 | $13 | -$9 | -$9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,209 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $903,859 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,051,690 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.112257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $306,847 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,833,706 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044902 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,279,383 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,313,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202655 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,959,392 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026764 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,233 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,077,720 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036791 | DistributionYr5Rt |
| Total Distribution | 0.423369 | TotalDistributionRt |
| Average Distribution | 0.084674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,046,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $765,968 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $768,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $641,711 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,276 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,276 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,387 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,387 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,889 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
| BENJAMIN JAMES | ||||||||
| 104 STRAYER DRIVE | 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 | $8,575,359 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $608,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,183,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,183,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,046,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $452,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $452,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,276 | TotalTaxAmt |
| Distributable Before Adj | $448,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $448,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $448,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $641,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $641,711 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $641,711 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $448,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $802,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $504,580 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,307,337 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $641,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $448,028 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $193,683 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,501,020 | 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 | $1,501,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $802,757 | ExcessFromYear3Amt |
| Excess From Year1 | $504,580 | ExcessFromYear1Amt |
| Excess From Current Year | $193,683 | 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 |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF INDEPENDENT COLLEGES | |||||||
| 101 NORTH FRONT ST | HARRISBURG | PA | 17101 | NONE | 501 C3 | GENERAL | $500 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | 501 C3 | GENERAL | $2,000 |
| CARLISLE AREA FAMILY LIFE CENTER | |||||||
| 155 N HANOVER ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 |
| CARLISLE FAMILY YMCA | |||||||
| 311 SOUTH WEST STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $5,500 |
| CHRIST THE KING SCHOOL | |||||||
| 164 HOPKINS AVE | HADDONFIELD | NJ | 08033 | NONE | 501 C3 | GENERAL | $2,000 |
| 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 | $75,000 |
| FRIENDS OF CARLISLE THEATRE | |||||||
| 40 WEST HIGH STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 |
| HOLY FAMILY CHURCH | |||||||
| 1080 WEST ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | 501 C3 | CHURCH | $2,000 |
| IOWA STATE UNIVERSITY | |||||||
| 1220 BEARDSHEAR HALL | AMES | IA | 50011 | NONE | 501 C3 | GENERAL | $5,500 |
| 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 | $7,999 |
| 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 | $172,673 |
| 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 | $303,957 |
| VILLANOVA | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | 501 C3 | GENERAL | $5,000 |
| CEDAR CREST COLLEGE | |||||||
| 100 COLLEGE DR | ALLENTOWN | PA | 18104 | NONE | 501 C3 | GENERAL | $10,000 |
| WILSON COLLEGE | |||||||
| 1015 PHILADELPHIA AVE | CHAMBERSBURG | PA | 17201 | NONE | 501 C3 | GENERAL | $4,082 |
| ANDY TOWNE MEMORIAL ENDOWMENT | |||||||
| 100 NORTH HANOVER STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $600 |
| JUNIATA COLLEGE | |||||||
| 1700 MOORE ST | HUNTINGDON | PA | 16652 | NONE | 501 C3 | GENERAL | $4,552 |
| PARIS JUNIOR COLLEGE | |||||||
| 2400 CLARKSVILLE ST | PARIS | TX | 75460 | NONE | 501 C3 | GENERAL | $6,098 |
| CUMBERLAND COUNTY HISTORICAL SOCIETY | |||||||
| 21 N PITT ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 |
| CENTRAL PA YOUTH BALLET | |||||||
| 5 N ORANGE ST 3 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 |
| ROUND RIVER CONSERVATION STUDIES | |||||||
| 284 WEST 400 NORTH SUITE 105 | SALT LAKE CITY | UT | 84103 | NONE | 501 C3 | GENERAL | $3,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $641,711 | 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 | $213,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $203,591 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $203,591 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | 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 | $701,537 | EOYBookValueAmt |
| EOYFMV | $701,537 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $7,721,517 | EOYBookValueAmt |
| EOYFMV | $7,721,517 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $507,109 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUSTEE FEES | $3,822 | $0 | $0 |
| REGISTERED AGENT | $365 | $0 | $0 |
| MISC | $64 | $0 | $0 |
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