SUSQUEHANNA PFALTZGRAFF FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SUSQUEHANNA PFALTZGRAFF FOUNDATION (EIN 23-6420008)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-07
- IRS object ID
- 201512809349100301
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-07T08:46:32-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 200 221 W PHILADELPHIA STREET | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 174012993 | 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 | 236420008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA PFALTZGRAFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSQ | BusinessNameControlTxt |
| Phone | 7178485500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 E MARKET STREET PO BOX 2026 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 174052026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN L FINLAYSON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7178485500 | PhoneNum |
| Signature | 2015-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL W MAULFAIR | PreparerPersonNm |
| PTIN | P00744929 | PTIN |
| Phone | 7178467000 | PhoneNum |
| Preparation | 2015-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,656,932 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $153,954 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25,450 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,450 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $235,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $235,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,062,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,927 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$21,635 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $811,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $679,584 | 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 | $13,379 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,345 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,034 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $80,777 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,777 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,665 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $139,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $595,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $595,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $734,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $582,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,771 | CashBOYAmt |
| Cash EOY | $9,178 | CashEOYAmt |
| Cash EOYFMV | $9,178 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $231,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,993 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $480,926 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $497,103 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $480,926 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $480,926 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,656,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,876,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,806,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,479,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,360,069 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,457,904 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $310,656 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $310,656 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $310,656 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $310,656 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $396,736 | OtherAssetsBOYAmt |
| Other Assets EOY | $380,132 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $380,132 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,577,688 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,629,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,656,932 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $25,000 | 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 | $10,552,688 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,629,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,552,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,629,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,577,688 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,629,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,552,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,629,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,629,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,059,450 | $2,643,426 | $416,024 | $416,024 | |
| ST CAPITAL GAINS (LOSS) | $429 | $429 | $429 | ||
| LT CAPITAL GAINS (LOSS) | $1,990 | $1,990 | $1,990 | ||
| CAPITAL GAINS DIVIDENDS | $484 | $484 | $484 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,927 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $644,499 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,142,320 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049040 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $142,828 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,794,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012110 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,574 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,181,648 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002019 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,302 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,590,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000553 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,331,191 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001018 | DistributionYr5Rt |
| Total Distribution | 0.064740 | TotalDistributionRt |
| Average Distribution | 0.012948 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,874,201 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $192,591 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,821 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $198,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $605,534 | 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 | $5,821 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,821 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,821 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,840 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,219 | OverpaymentAmt |
| Applied To ES Tax | $5,219 | 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 | JOHN L FINLAYSON | IndividualWithBooksNm |
| Phone | 7178485500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 E MARKET STREET | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17401 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| LOUIS J APPELL JR | ||||||||
| 140 E MARKET STREET | YORK | PA | 17401 | PRESIDENT, DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOSEPHINE S APPELL | ||||||||
| 140 E MARKET STREET | YORK | PA | 17401 | VICE PRESIDENT, DIRECTOR | 0.20 | $0 | $0 | $0 |
| JOHN L FINLAYSON | ||||||||
| 140 E MARKET STREET | YORK | PA | 17401 | TREASURER, DIRECTOR | 1.00 | $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 | THE SOLE ACTIVITY IS TO MAKE CHARITABLE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS | Description1Txt |
| Expenses1 | $620,500 | Expenses1Amt |
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 | $13,703,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $225,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,171,714 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,100,712 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,100,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,874,201 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,821 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,821 | TotalTaxAmt |
| Distributable Before Adj | $737,889 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $737,889 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $737,889 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,534 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $605,534 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,821 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $599,713 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $737,889 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $569,340 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $605,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $569,340 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $701,695 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOUIS J APPELL JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN L FINLAYSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 E MARKET STREET | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7178485500 | RecipientPhoneNum |
| Form And Info And Materials | SEND LETTER OUTLINING NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| STRAND-CAPITOL PERFORMING ARTS CENTER | |||||||
| 501 NORTH GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | DEBT ELIMINATION CAMPAIGN | $150,000 |
| HEALTHY WORLD CAFE | |||||||
| 24 S GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| DREAMWRIGHTS YOUTH & FAMILY THEATRE | |||||||
| 100 CARLISLE AVENUE | YORK | PA | 17401 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| DOWNTOWN INC (AKA MAIN STREET YORK INC) | |||||||
| 16 NORTH GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | MOVING PLANS INTO ACTION | $10,000 |
| YORK LITTLE THEATRE INC | |||||||
| 27 S BELMONT STREET | YORK | PA | 17403 | NONE | PUBLIC CHARITY | PLEDGE DRIVE | $20,000 |
| CRISPUS ATTUCKS ASSOCIATION | |||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | WING STOP FESTIVAL CONTRIBUTION | $5,000 |
| CHILDREN'S AID SOCIETY | |||||||
| 400 W MARKET STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | 1 OF 5 PAYMENTS FUND DRIVE | $50,000 |
| JEFFERSON BOROUGH | |||||||
| 48 BSLTIMORE STREET | CODORUS | PA | 17311 | NONE | PUBLIC CHARITY | HISTORIC RESTORATION | $5,000 |
| CITY OF YORK | |||||||
| 101 SOUTH GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC CHARITY | SPECIAL EVENTS | $20,000 |
| PRESERVATION PENNSYLVANIA | |||||||
| 257 NORTH STREET | HARRISBURG | PA | 17101 | NONE | PUBLIC CHARITY | 2ND PAYMENT FUND DRIVE | $100,000 |
| HISTORIC RIVERFRONT HERITAGE CENTER | |||||||
| 1706 LONG LEVEL ROAD | WRIGHTSVILLE | PA | 17368 | NONE | PUBLIC CHARITY | HISTORIC REHABILITATION | $25,000 |
| YORK COUNTY DAY | |||||||
| 1071 REGENTS GLEN BLVD | YORK | PA | 17403 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $150,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 1050 PENNSYLVANIA AVE | YORK | PA | 17404 | NONE | PUBLIC CHARITY | FUND DRIVE | $40,000 |
| JFS VIOLIN | |||||||
| 200 HOLLYWOOD DRIVE | YORK | PA | 17404 | NONE | PUBLIC CHARITY | SPECIAL EVENTS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $595,500 | 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 | $25,450 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $418,927 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|
| PASS THROUGH - CODO 28,LP | -$9,716 | -$10,327 |
| PASS THROUGH - SUSQUEHANNA PFALTZGRAFF WINDUP LIQUIDATING TRUST | -$1,592 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$11,308 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $669,257 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $657,949 | 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 | LOUIS J APPELL JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 EAST MARKET STREET | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $153,954 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,200 SHARES OF CONCUR TECHNOLOGIES INCORPORATED | NoncashPropertyDesc |
| Fair Market Value | $153,954 | FairMarketValueAmt |
| Received | 2014-10-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND CLERICAL | CategoryTxt |
| Amt | $13,379 | Amt |
| Net Investment Income | $3,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,034 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,360,069 | EOYBookValueAmt |
| EOYFMV | $2,457,904 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $6,876,978 | EOYBookValueAmt |
| EOYFMV | $11,806,143 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN WINDUP LIQUIDATING TRUST | $92,146 | $95,585 | $95,585 |
| INVESTMENT IN CODO 28, LP | $304,590 | $284,547 | $284,547 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE | $41 | $0 | $0 |
| OTHER EXPENSE (RENTAL) | $21,297 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PASS THROUGH - CODO 28,LP | -$20,043 | -$20,043 |
| PASS THROUGH - SUSQUEHANNA PFALTZGRAFF WINDUP LIQUIDATING TRUST | -$1,592 | -$1,592 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES - DENT & CO. | $77,860 | $77,860 | $0 |
| CUSTODIAL FEES | $2,650 | $2,650 | $0 |
| OTHER PROFESSIONAL (WINDUP TRUST) | $267 | $267 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $10,287 | $0 | $0 |
| FOREIGN TAXES | $411 | $411 | $0 |
| FOREIGN TAXES (WINDUP TRUST) | $7 | $7 | $0 |
| REAL ESTATE TAXES | $12,960 | $12,960 | $0 |