HORST FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HORST FOUNDATION (EIN 23-3028700)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201511359349100126
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T08:47:51-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176048408 | 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 | 233028700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORST FOUNDATION CO CLYDE W HORST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORS | BusinessNameControlTxt |
| Phone | 7176563553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2294 NEW HOLLAND PIKE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLYDE HORST | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7176563553 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY L LANCE CPA | PreparerPersonNm |
| PTIN | P00959002 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| 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 | $2,447,056 | 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 | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,565 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,565 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,878 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $470,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,713 | 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 |
| Accounting Fees Rev And Expnss | $1,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $955 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $326,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,758 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,083,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,429,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,429,333 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,172 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,271 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,852 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,612 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,452 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,122,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,448,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,447,056 | 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 | $2,122,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,448,588 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,122,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,448,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,122,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,448,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,122,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $326,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $106 | OtherIncreasesAmt |
| Subtotal | $2,448,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,448,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB - ST | P | 2014-12-31 | $84,394 | $85,090 | -$696 | -$696 |
| CHARLES SCHWAB - LT | P | 2014-12-31 | $16,620 | $14,046 | $2,574 | $2,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,878 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,938,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,934 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,673,085 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054949 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,502,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045818 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,329,020 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051504 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,157,103 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049736 | DistributionYr5Rt |
| Total Distribution | 0.254281 | TotalDistributionRt |
| Average Distribution | 0.050856 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,234,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $113,646 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,844 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,800 | 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 | $198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $38 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLYDE W HORST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7176563553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2294 NEW HOLLAND PIKE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CLYDE W HORST | ||||||||
| 2294 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | PRESIDENT/DIRECTOR | 0.10 | $0 | $0 | $0 |
| DANIEL W HAINES | ||||||||
| 2294 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| A STEVEN HORST III | ||||||||
| 2294 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | TREASURER/SECRETARY/DIRECT | 0.00 | $0 | $0 | $0 |
| BARBARA HORST | ||||||||
| 2294 NEW HOLLAND PIKE | LANCASTER | PA | 17601 | DIRECTOR | 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 |
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 | $36,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,230,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,294 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,268,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,268,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,234,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,734 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,734 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $111,536 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,536 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,536 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,536 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $335 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,461 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,584 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,718 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,098 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,536 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,264 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,362 | 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 | $335 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,461 | ExcessFromYear4Amt |
| Excess From Year2 | $8,584 | ExcessFromYear2Amt |
| Excess From Year1 | $4,718 | ExcessFromYear1Amt |
| Excess From Current Year | $30,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLYDE W HORST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLIANCE DEFENSE FUND | ||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PUBLIC CHARITY | OPERATING FUND | $7,200 |
| CPYU | ||||||
| PO BOX 414 | ELIZABETHTOWN | PA | 17022 | PUBLIC CHARITY | OPERATING FUND | $1,200 |
| FAMILY TALK | ||||||
| PO BOX 51010 | COLORADO SPRINGS | CO | 80949 | PUBLIC CHARITY | OPERATING FUND | $6,000 |
| FOCUS ON THE FAMILY | ||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 809957620 | PUBLIC CHARITY | OPERATING FUND | $2,700 |
| FRIENDSHIP MINISTRIES | ||||||
| 1149 E OREGON ROAD | LITITZ | PA | 175439208 | PUBLIC CHARITY | OPERATING FUND | $6,000 |
| LITITZ CHRISTIAN SCHOOL | ||||||
| 501 WEST LINCOLN AVENUE | LITITZ | PA | 17543 | PUBLIC CHARITY | OPERATING FUND | $10,000 |
| PENNSYLVANIA FAMILY COUNCIL | ||||||
| 23 NORTH FRONT STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING FUND | $12,000 |
| PENNSYLVANIA FAMILY INSTITUTE | ||||||
| 23 NORTH FRONT STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING FUND | $12,000 |
| RBC MINISTRIES | ||||||
| PO BOX 266 | GRAND RAPIDS | MI | 495010266 | PUBLIC CHARITY | OPERATING FUND | $1,200 |
| SUSEK EVANGELICAL ASSOCIATION | ||||||
| 39 QUEEN STREET | GETTYSBURG | PA | 17325 | PUBLIC CHARITY | OPERATING FUND | $12,000 |
| SUSQUEHANNA VALLEY PREGANCY SERVICES | ||||||
| PO BOX 707 | LEBANON | PA | 170420707 | PUBLIC CHARITY | OPERATING FUND | $7,500 |
| THE JOSHUA FUND | ||||||
| 18940 BASE CAMP ROAD | MONUMENT | CO | 801358009 | PUBLIC CHARITY | OPERATING FUND | $6,000 |
| TURNING POINT MINISTRIES | ||||||
| PO BOX 3838 | SAN DIEGO | CA | 92163 | PUBLIC CHARITY | OPERATING FUND | $6,000 |
| WINGFIELD MINISTRIES | ||||||
| 2389 GRACE CHAPEL ROAD | HARRISONBURG | VA | 22801 | PUBLIC CHARITY | OPERATING FUND | $2,000 |
| WOODROW KROLL MINISTRIES | ||||||
| 1717 HORSESHOE DRIVE | ASHLAND | NE | 68003 | PUBLIC CHARITY | OPERATING FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,878 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALUMET SPECIALTY PARTNERS | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$153 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$153 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,835 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,878 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,560 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | INCOME FROM SALE OF SECURITIES | RelationshipStatementTxt |
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 | CLYDE W BARBARA A HORST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2294 NEW HOLLAND PIKE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REINSEL KUNTZ LESHER LLP | CategoryTxt |
| Amt | $1,910 | Amt |
| Net Investment Income | $955 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB | StockNm |
| EOY Book Value | $13,643 | EOYBookValueAmt |
| EOYFMV | $12,271 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHWAB | Desc |
| BOY Book Value | $2,852 | BOYBookValueAmt |
| EOY Book Value | $5,612 | EOYBookValueAmt |
| EOYFMV | $5,452 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PA DOR FILING FEE | $15 | $0 | $0 |
| BANK FEE | $39 | $0 | $0 |
| CHECK FEE | $147 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALUMET SPECIALTY PARTNERS | Desc |
| Revenue And Expenses Per Books | $117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $270 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $117 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $106 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $184 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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