LETORT TRUST FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LETORT TRUST FOUNDATION (EIN 45-3582341)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201541319349100624
- 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
- Other Assets Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T09:32:42-05:00 | 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 | 9 IRVINE ROW | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | 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 | 453582341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATGOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATGO | BusinessNameControlTxt |
| Phone | 7177617626 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DEVLIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7177617626 | PhoneNum |
| Signature | 2015-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES R NEBEL JR | PreparerPersonNm |
| PTIN | P00143823 | PTIN |
| Phone | 7172493414 | 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 | $37,390 | 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 | $73,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $598 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $598 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,325 | 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 | $918 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $918 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,947 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $21,733 | OtherAssetsBOYAmt |
| Other Assets EOY | $31,431 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,443 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,390 | 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 | $23,017 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,378 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,361 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,378 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY CONSERVATIVE BONF | 2014-02-19 | 2014-03-24 | $5,000 | $5,000 | $0 | $0 | |
| FIDELITY CONSERVATIVE BONF | 2014-02-19 | 2014-04-24 | $5,000 | $5,000 | $0 | $0 | |
| FIDELITY CONSERVATIVE BONF | 2014-02-19 | 2014-06-23 | $10,000 | $10,000 | $0 | $0 | |
| FIDELITY CONSERVATIVE BONF | 2014-02-19 | 2014-09-25 | $20,000 | $20,000 | $0 | $0 | |
| FIDELITY CONSERVATIVE BONF | 2014-02-19 | 2014-10-08 | $5,000 | $5,000 | $0 | $0 | |
| FIDELITY CONSERVATIVE BONF | 2014-02-19 | 2014-12-04 | $8,000 | $8,008 | -$8 | -$8 | |
| PIMCO LOW DURATION | 2014-02-19 | 2014-11-05 | $296 | $298 | -$2 | -$2 | |
| PIMCO LOW DURATION | 2014-09-25 | 2014-11-05 | $64 | $64 | $0 | $0 | |
| PIMCO TOTAL RETURN | 2014-02-19 | 2014-11-05 | $206 | $204 | $2 | $2 | |
| PIMCO TOTAL RETURN | 2014-09-25 | 2014-11-05 | $40 | $40 | $0 | $0 | |
| PIMCO UNCONSTRAINED | 2013-06-24 | 2014-03-19 | $3 | $3 | $0 | $0 | |
| PIMCO UNCONSTRAINED | 2013-06-24 | 2014-06-23 | $143 | $143 | $0 | $0 | |
| PIMCO UNCONSTRAINED | 2014-02-19 | 2014-11-05 | $211 | $210 | $1 | $1 | |
| PIMCO UNCONSTRAINED | 2014-09-25 | 2014-11-05 | $36 | $36 | $0 | $0 | |
| THIRD AVENUE SMALL CAP | 2014-02-19 | 2014-09-25 | $332 | $328 | $4 | $4 | |
| VANGUARD SMALL CAP | 2014-02-19 | 2014-06-23 | $102 | $97 | $5 | $5 | |
| ARTISIAN INTERNATIONAL | 2012-05-02 | 2014-06-23 | $214 | $158 | $56 | $56 | |
| BUFFALO MID CAP | 2012-05-02 | 2014-03-19 | $30 | $27 | $3 | $3 | |
| BUFFALO MID CAP | 2012-05-02 | 2014-06-23 | $124 | $111 | $13 | $13 | |
| DAVIS NY VENTURE | 2012-05-02 | 2014-03-19 | $44 | $37 | $7 | $7 | |
| DAVIS NY VENTURE | 2012-05-02 | 2014-06-23 | $204 | $170 | $34 | $34 | |
| DFA EMERGING MARKETS | 2012-05-02 | 2014-03-19 | $7 | $7 | $0 | $0 | |
| DFA EMERGING MARKETS | 2012-05-02 | 2014-06-23 | $133 | $126 | $7 | $7 | |
| FIDELITY SPARTAN 500 INDEX | 2012-05-02 | 2014-03-19 | $123 | $90 | $33 | $33 | |
| FIDELITY SPARTAN 500 INDEX | 2012-02-02 | 2014-06-23 | $952 | $642 | $310 | $310 | |
| FMI LARGE CAP | 2012-05-02 | 2014-03-19 | $23 | $18 | $5 | $5 | |
| FMI LARGE CAP | 2012-05-02 | 2014-06-23 | $198 | $149 | $49 | $49 | |
| HARBOR INTERNATIONAL | 2012-06-02 | 2014-06-23 | $228 | $182 | $46 | $46 | |
| JP MORGAN SMALL CAP | 2012-05-02 | 2014-03-19 | $23 | $18 | $5 | $5 | |
| JP MORGAN SMALL CAP | 2012-05-02 | 2014-06-23 | $12 | $10 | $2 | $2 | |
| PERKINS MID CAP | 2012-05-02 | 2014-03-19 | $26 | $24 | $2 | $2 | |
| PERKINS MID CAP | 2012-05-02 | 2014-06-23 | $169 | $148 | $21 | $21 | |
| PIMCO ALL ASSET | 2012-05-02 | 2014-03-19 | $5 | $5 | $0 | $0 | |
| PIMCO ALL ASSET | 2012-05-02 | 2014-06-23 | $89 | $86 | $3 | $3 | |
| PIMCO LOW DURATION | 2012-05-02 | 2014-03-19 | $5 | $5 | $0 | $0 | |
| PIMCO LOW DURATION | 2012-05-02 | 2014-06-23 | $198 | $200 | -$2 | -$2 | |
| PIMCO LOW DURATION | 2012-05-02 | 2014-11-05 | $1,057 | $1,072 | -$15 | -$15 | |
| PIMCO TOTAL RETURN | 2012-05-08 | 2014-03-19 | $4 | $4 | $0 | $0 | |
| PIMCO TOTAL RETURN | 2012-05-08 | 2014-06-23 | $140 | $144 | -$4 | -$4 | |
| PIMCO TOTAL RETURN | 2012-05-08 | 2014-11-05 | $703 | $709 | -$6 | -$6 | |
| PIMCO UNCONSTRAINED | 2012-05-08 | 2014-11-05 | $693 | $693 | $0 | $0 | |
| THIRD AVENUE SMALL CAP | 2012-04-25 | 2014-06-23 | $145 | $109 | $36 | $36 | |
| THIRD AVENUE SMALL CAP | 2012-04-25 | 2014-09-25 | $463 | $367 | $96 | $96 | |
| VANGUARD DIVIDEND GROWTH | 2012-05-02 | 2014-03-19 | $33 | $26 | $7 | $7 | |
| VANGUARD DIVIDEND GROWTH | 2012-05-02 | 2014-06-23 | $184 | $138 | $46 | $46 | |
| VANGUARD MID CAP | 2012-05-02 | 2014-03-19 | $80 | $58 | $22 | $22 | |
| VANGUARD MID CAP | 2012-05-02 | 2014-06-23 | $474 | $327 | $147 | $147 | |
| VANGUARD SHORT TERM | 2012-05-08 | 2014-03-19 | $6 | $6 | $0 | $0 | |
| VANGUARD SHORT TERM | 2012-05-08 | 2014-06-23 | $201 | $203 | -$2 | -$2 | |
| VANGUARD SHORT TERM | 2012-05-08 | 2014-03-19 | $8 | $8 | $0 | $0 | |
| VANGUARD SHORT TERM | 2012-05-08 | 2014-06-23 | $338 | $338 | $0 | $0 | |
| VANGUARD SMALL CAP | 2012-05-08 | 2014-03-19 | $36 | $25 | $11 | $11 | |
| VANGUARD SMALL CAP | 2012-05-08 | 2014-06-23 | $139 | $93 | $46 | $46 | |
| VANGUARD TOTAL BOND MARKET | 2012-05-08 | 2014-03-19 | $8 | $8 | $0 | $0 | |
| VANGUARD TOTAL BOND MARKET | 2012-05-08 | 2014-06-23 | $211 | $217 | -$6 | -$6 | |
| THIRD AVENUE SMALL CAP | 2012-05-08 | 2014-03-19 | $654 | $514 | $140 | $140 | |
| CAPITAL GAINS DIVIDENDS | $613 | $613 | $613 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,101 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,161 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.123573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,541 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,219 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.301273 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,189 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.770838 | DistributionYr3Rt |
| Total Distribution | 3.195684 | TotalDistributionRt |
| Average Distribution | 1.065228 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $68,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,010 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,033 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,953 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $46 | 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 | Yes (1) | 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 | MICHAEL DEVLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177617626 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL EICHELBERGER | ||||||||
| 3130 MORNINGSIDE DRIVE | CAMP HILL | PA | 17011 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| KATIE CLARKE | ||||||||
| 3130 MORNINGSIDE DRIVE | CAMP HILL | PA | 17011 | SECRETARY | 0.50 | $0 | $0 | $0 |
| MICHAEL DEVLIN | ||||||||
| 3130 MORNINGSIDE DRIVE | CAMP HILL | PA | 17011 | TREASURER | 0.50 | $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 | $59,724 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,859 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46 | TotalTaxAmt |
| Distributable Before Adj | $3,381 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,381 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,381 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,953 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,953 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,381 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $22,256 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,311 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,381 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,572 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $198,477 | 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 | $198,477 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,256 | ExcessFromYear3Amt |
| Excess From Year2 | $55,338 | ExcessFromYear2Amt |
| Excess From Year1 | $60,311 | ExcessFromYear1Amt |
| Excess From Current Year | $60,572 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL EICHELBERGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7177617626 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED APPLICATION PROCESS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO PARTICULAR RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| US 422 | HERSHEY | PA | 17033 | PUBLIC CHARITY | OPERATING EXPENSES | $750 |
| BETHESDA MISSION | ||||||
| 2101 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $6,500 |
| BOY SCOUTS OF AMERICA | ||||||
| 1 BADEN POWELL LANE | MECHANICSBURG | PA | 17050 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| CARLISLE AREA SCHOOL DISTRICT-NEWSPAPERS IN EDUCATION | ||||||
| 623 WEST PENN STREET | CARLISLE | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $735 |
| CENTRAL PENNSYLVANIA FOOD BANK | ||||||
| 3908 COREY ROAD | HARRISBURG | PA | 17109 | PUBLIC CHARITY | OPERATING EXPENSES | $5,500 |
| CREATIVITY UNLIMITED IN PA | ||||||
| 1514 RADFORD ROAD | PITTSBURGH | PA | 15227 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| DILLSBURG PUBLIC LIBRARY | ||||||
| 15 S BALTIMORE STREET | DILLSBURG | PA | 17019 | PUBLIC CHARITY | BUILDING FUND | $250 |
| DRESS FOR SUCCESS | ||||||
| 29 SOUTH 10TH STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $3,500 |
| GOODWILL KEYSTONE AREA | ||||||
| 1150 GOODWILL DRIVE | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| HARRISBURG PUBLIC SCHOOL FOUNDATION | ||||||
| PO BOX 54 | HARRISBURG | PA | 17108 | PUBLIC CHARITY | OPERATING EXPENSES | $2,500 |
| HOKAFI | ||||||
| PO BOX 311 | MECHANICSBURG | PA | 17055 | PUBLIC CHARITY | OPERATING EXPENSES | $250 |
| HOMELAND CENTER | ||||||
| 1901 NORTH FIFTH STREET | HARRISBURG | PA | 17102 | PUBLIC CHARITY | OPERATING EXPENSES | $1,500 |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA | ||||||
| 610 SOUTH GEORGE STREET | YORK | PA | 17401 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| KEYSTONE SERVICES SYSTEMS INC | ||||||
| 3700 VARTAN WAY | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| LEADERSHIP HARRISBURG AREA | ||||||
| 3211 NORTH FRONT STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $2,500 |
| OPEN STAGE OF HARRISBURG | ||||||
| 223 WALNUT STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| PFEW | ||||||
| 3076 WEST 12TH STREET | ERIE | PA | 16505 | PUBLIC CHARITY | OPERATING EXPENSES | $5,000 |
| PROJECT SHARE | ||||||
| 5 NORTH ORANGE STREET | CARLISLE | PA | 17013 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| RONALD MACDONALD HOUSE CHARITIES | ||||||
| 745 WEST GOVERNOR ROAD | HERSHEY | PA | 17033 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| STATE STREET ACADEMY OF MUSIC | ||||||
| 100 STATE STREET | HARRISBURG | PA | 17101 | PUBLIC CHARITY | OPERATING EXPENSES | $1,000 |
| TODD BAIRD LINDSEY FOUNDATION | ||||||
| PO BOX 724 | CARLISLE | PA | 17013 | PRIVATE FOUNDATION | OPERATING EXPENSES | $6,000 |
| YWCA OF GREATER HARRISBURG | ||||||
| 1101 MARKET STREET | HARRISBURG | PA | 17103 | PUBLIC CHARITY | OPERATING EXPENSES | $5,500 |
| FURRY FRIENDS NETWORK | ||||||
| PO BOX 519 | BOILING SPRINGS | PA | 17007 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| HOPE CENTER | ||||||
| 125 NORTH PROSPECT STREET | HAGERSTOWN | MD | 21741 | PUBLIC CHARITY | OPERATING EXPENSES | $1,300 |
| CATHOLIC HARVEST FOOD PANTRY | ||||||
| 628 EAST MARKET STREET | YORK | PA | 17403 | PUBLIC CHARITY | OPERATING EXPENSES | $250 |
| JEHOVAH'S WITNESSES | ||||||
| 4331 RODKEY ROAD | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| BRETHERN HOUSING ASSOCIATION | ||||||
| 219 HUMMEL STREET | HARRISBURG | PA | 17104 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| CHANNELS FOOD RESCUE | ||||||
| 3305 NORTH 6TH STREET | HARRISBURG | PA | 17110 | PUBLIC CHARITY | OPERATING EXPENSES | $1,500 |
| HAMPDEN TOWNSHIP YOUTH SOCCER ASSOCIATION | ||||||
| 6206 WALLINGFORD WAY | MECHANICSBURG | PA | 17050 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| AMERICAN HEART ASSOCIATION | ||||||
| 610 COMMUNITY WAY | LANCASTER | PA | 17603 | PUBLIC CHARITY | OPERATING EXPENSES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,035 | 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 | $598 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,727 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,325 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETORT GROUP LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $73,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $918 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $918 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| BOY Book Value | $21,733 | BOYBookValueAmt |
| EOY Book Value | $31,431 | EOYBookValueAmt |
| EOYFMV | $34,443 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LETORT GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3130 MORNINGSIDE DRIVE | AddressLine1Txt |
| City | CAMP HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17011 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX ON NET INVESTMENT INCOME | $9 | $0 | $0 |
| FOREIGN TAX WITHHOLDING ON DIVIDENDS | $2 | $2 | $0 |
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