2014-08-04T07:52:43-05:00 2013-12-31 232108173 REINSEL KUNTZ LESHER LLP 3501 CONCORD ROAD PO BOX 21439 YORK PA 17402 990PF 2013-01-01 222663207 RUSSELL E & ELEANOR B HORN FOUNDATION RUSS 7176990023 40 SOUTH RICHLAND AVE YORK PA 17404 ROSALIND KUNKEL PRESIDENT 7177924074 2014-07-15 1 AMY GOHN ANSTINE P00072689 7178433804 2014-07-15 2013 2015-12-30 17:16:21Z X 2764914 X 9865 238 238 42460 41725 68272 628490 68272 120835 110235 2400 0 2400 1750 1750 0 16199 16199 0 5225 99 0 723 0 20 26297 18048 2420 109718 109208 136015 18048 111628 -15180 92187 625 911 911 58057 16989 16989 174082 114563 151236 1267351 1257601 2018123 481317 576188 564659 12996 12996 12996 1994428 1979248 2764914 0 0 X 0 0 0 0 1994428 1979248 1994428 1979248 1994428 1979248 1994428 -15180 0 1979248 0 1979248 PUBICLY TRADED SECURITIES 626026 560218 65808 65808 CAPITAL GAINS DIVIDENDS P 2464 2464 2464 68272 0 92008 2321704 0.039630 84071 1753762 0.047938 86932 1782215 0.048778 82264 1826458 0.045040 90268 1851955 0.048742 0.230128 0.046026 2511391 115589 922 116511 111628 1844 0 1844 0 1844 2920 2400 5320 3476 3476 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 1 0 0 1 N/A ROSALIND H KUNKEL 7176990023 40 SOUTH RICHLAND AVENUE YORK PA 17404 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROSALIND H KUNKEL 40 S RICHLAND AVE YORK PA 17404 PRESIDENT - DIRECTOR 2.00 0 0 0 CAROLE D HORN 40 S RICHLAND AVE YORK PA 17404 SECRETARY - DIRECTOR 2.00 0 0 0 WILLIAM KIICK 40 S RICHLAND AVE YORK PA 17404 TREASURER - DIRECTOR 1.00 0 0 0 RUSSELL E HORN SR 40 S RICHLAND AVE YORK PA 17404 DIRECTOR 1.00 0 0 0 RALPH E HORN JR 40 S RICHLAND AVE YORK PA 17404 DIRECTOR 1.00 0 0 0 RUSSELL E HORN III 40 S RICHLAND AVE YORK PA 17404 DIRECTOR 1.00 0 0 0 REV DR MICHAEL H KOPLITZ 40 S RICHLAND AVE YORK PA 17404 DIRECTOR 1.00 0 0 0 STACEY HORN 40 S RICHLAND AVE YORK PA 17404 GRANT COORDINATOR - DIRECTOR 1.00 2400 0 0 NONE 0 NONE 0 0 2528658 59737 12996 2601391 0 0 2601391 90000 2511391 125570 125570 1844 1844 123726 0 123726 0 123726 111628 0 111628 0 111628 123726 109718 0 0 111628 109718 0 0 1910 0 0 0 0 0 0 0 0 121816 0 0 0 RUSSELL E HORN SR X GAY MEN'S HEALTH CRISIS INC PO BOX 7607 NEW YORK NY 10116 NONE PC AIDS RESEARCH 25 AMERICAN DIABETES ASSOCIATION INC 2480 W 26TH AVENUE SUITE 120-B DENVER CO 80211 NONE PC MEDICAL RESEARCH 110 AMERICAN RED CROSS 529 CARLISLE STREET HANOVER PA 17331 NONE PC PROGRAM SERVICE EXPENSES / DISASTER REFIEF 10050 AWANA INTERNATIONAL 15877 COLLECTION CENTER DRIVE CHICAGO IL 60693 NONE PC LITERACY SUPPORT 800 BELL SOCIALIZATION SERVICES INC 160 SOUTH GEORGE STREET YORK PA 17401 NONE PC HOUSING SUPPORT FOR INDIVIDUALS WITH MENTAL ILLNESS 5000 BIG BROTHERS BIG SISTERS OF YORK COUNTY INC 227 WEST MARKET STREET YORK PA 17401 NONE PC SUPPORT FOR UNDERPRIVILEGED CHILDREN 25 CALVARY UNITED METHODIST CHURCH 11 NORTH RICHLAND AVENUE YORK PA 17404 NONE PC MISSIONARY SERVICES 4765 CATHOLIC HARVEST FOOD PANTRY 628 EAST MARKET STREET YORK PA 17403 NONE PC PROGRAM EXPENSES 50 CENTRE VOLUNTEERS IN MEDICINE 2520 GREEN TECH DRIVE STATE COLLEGE PA 16803 NONE PC MEDICAL ASSISTANCE 500 CHARLOTTE HARBOR ENVIRNOMENTAL CENTER INC 10941 BURNT STORE ROAD PUNTA GORDA FL 33955 NONE PC ENVIRONMENT CONSERVANCY 25 CHILDRENS HOME OF YORK 77 SHOE HOUSE ROAD YORK PA 17406 NONE PC CHILDHOOD COUNSELING 100 COLONIAL VIRGINIA COUNCIL BSA 11721 JEFFERSON AVENUE NEWPORT NEWS VA 23606 NONE PC GENERAL OPERATING EXPENSES 800 COLONIAL WILLIAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 NONE PC EDUCATION - HISTORICAL SITE 35 DOVER AREA SCHOOL DISTRICT 101 EDGEWAY ROAD DOVER PA 17315 NONE PC AGRICULTURAL EDUCATION 3000 DOVER TOWNSHIP VOLUNTEER FIRE DEPT 3700 DAVIDSBURG ROAD SUITE 1 DOVER PA 17315 NONE PC PUBLIC SAFETY 45 DREAMWRIGHTS YOUTH & FAMILY THEATRE 100 CARLISLE AVENUE YORK PA 17401 NONE PC SUPPORT YOUTH AND THE PERFORMING ARTS 300 EASTER SEALS CENTRAL PENNSYLVANIA 2550 KINGSTON RD SUITE 219 YORK PA 17402 NONE PC CHILD AND ADULT SPECIAL NEEDS SUPPORT 315 FOUR DIAMONDS FUND 210 HUB UNIVERSITY PARK PA 16802 NONE PC CHILDHOOD ILLNESS RESEARCH 150 GUIDEPOSTS FOUNDATION 39 OLD RIDGEBURY ROAD SUITE 2AB DANBURY CT 06810 NONE PC PROGRAM SERVICE EXPENSES 50 HABITAT FOR HUMANITY YORK INC 33 S SEWARD STREET YORK PA 17404 NONE PC PROVIDE HOUSING SERVICES 5000 HANOVER AREA COUNCIL OF CHURCHES 136 CARLISLE STREET HANOVER PA 17331 NONE PC GENERAL OPERATING EXPENSES 5150 JEWISH COMMUNITY CENTER OF YORK PENNSYLVANIA 2000 HOLLYWOOD DRIVE YORK PA 17403 NONE PC PROGRAM SERVICE EXPENSES 100 LEBANON VALLEY COLLEGE 101 N COLLEGE AVENUE ANNVILLE PA 17003 NONE PC PROGRAM SERVICE EXPENSES 500 LEUKEMIA & LYMPHOMA SOCIETY INC 2405 PARK DRIVE SUITE 100 HARRISBURG PA 17110 NONE PC MEDICAL ASSISTANCE 1851 LUTHERAN SOCIAL SERVICES 2100 UTZ TERRACE HANOVER PA 17331 NONE PC PROGRAM SERVICE EXPENSES 150 MARCH OF DIMES FOUNDATION 3544 N PROGRESS AVENUE SUITE 204 HARRISBURG PA 17110 NONE PC MEDICAL ASSISTANCE 130 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 27106 NEW YORK NY 10087 NONE PC CANCER RESEARCH 125 NEW BIRTH OF FREEDOM BSA 1 BADEN POWELL LANE MECHANICSBURG PA 17050 NONE PC GENERAL OPERATING EXPENSES 5650 NEW HOPE MINISTRIES INC 6 NORTH SECOND STREET DILLSBURG PA 17019 NONE PC GENERAL OPERATING EXPENSES 12000 OUR DAILY BREAD SOUP KITCHEN INC 331 SOUTH GEORGE STREET YORK PA 17403 NONE PC HOT MEAL PROGRAM 6000 THE PENNSYLVANIA STATE UNIVERSITY (OFFICE OF DEVELOPMENT FOR ATHLETICS) 157 BRYCE JORDAN CENTER UNIVERSITY PARK PA 16802 NONE PC SUPPORT OF NITTANY LION CLUB - ATHLETICS 2200 RE-CREATION USA INC PO BOX 220 PORT TREVORTON PA 17864 NONE PC SUPPORT VETERAN'S AFFAIRS 330 SALVATION ARMY 50 EAST KING STREET YORK PA 17401 NONE PC PROGRAM SERVICE EXPENSES 10000 ST BALDRICK'S FOUNDATION INC 1333 SOUTH MAYFLOWER BLVD MONROVIA CA 91016 NONE PC CHILDHOOD CANCER RESEARCH 455 STRAND CAPITOL PERFORMING ARTS CENTER INC 50 NORTH GEORGE STREET YORK PA 17401 NONE PC SUPPORT EDUCATION AND THE PERFORMING ARTS 400 THE KUHNS BABIES & FAMILY MEMORIAL FUND 100 NORTH QUEEN STREET LANCASTER PA 17603 NONE NC FAMILY DISASTER RELIEF 500 THE WELL 595 W MARKET STREET YORK PA 17401 NONE PC MEDICATION ASSISTANCE 5000 UNITED METHODIST COMMITTEE ON RELIEF PO BOX 9068 NEW YORK NY 10087 NONE PC DISASTER RELIEF PROGRAMS 8000 VALLEY VIEW PTO 850 SOUTHERN ROAD YORK PA 17403 NONE NC STUDENT ASSISTANCE 10 VMI KEYDET CLUB INCORPORATED PO BOX 932 LEXINGTON VA 24450 NONE PC EDUCATION SERVICES 500 WEST YORK AREA SCHOOL DISTRICT 1800 BANNISTER STREET YORK PA 17404 NONE PC STUDENT NEWSPAPER 68 WEST YORK VFW POST 8951 1800 ANDREW STREET YORK PA 17404 NONE PC VETERAN SUPPORT SERVICES 2000 WITF INC 4801 LINDLE ROAD HARRISBURG PA 17111 NONE PC PUBLIC RADIO AND TELEVSISION STATIONS 50 WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC VETERAN SUPPORT SERVICES 50 YMCA 90 NORTH NEWBERRY STREET YORK PA 17401 NONE PC PROGRAM SERVICE EXPENSES 400 YORK AREA DOWN SYNDROME ASSOCIATION PO BOX 7153 YORK PA 17404 NONE PC PROGRAM SERVICE EXPENSES 25 YORK COUNTY COMMUNITY FOUNDATION 14 WEST MARKET STREET YORK PA 17401 NONE PC GENERAL OPERATIONS FUND 50 YORK COUNTY FOOD BANK 254 W PRINCESS STREET YORK PA 17401 NONE PC PROGRAM SERVICE EXPENSES 454 CULTURAL ALLIANCE OF YORK COUNTY 50 NORTH GEORGE STREET YORK PA 17401 NONE PC YOUTH PERFORMING ARTS 125 YORK COUNTY LITERACY COUNCIL 800 EAST KING STREET YORK PA 17403 NONE PC LITERACY INSTRUCTIONS 5025 YORK COUNTY VETERANS TREATMENT COURT PO BOX 3428 YORK PA 17402 NONE PC VETERAN REHABILITATION SERVICES 5000 YORK SUBURBAN EDUCATION FOUNDATION 1800 HOLLYWOOD DRIVE YORK PA 17403 NONE PC EDUCATION 1250 YORK UNION RESCUE MISSION INC PO BOX 1968 YORK PA 17405 NONE PC PROGRAM SERVICE EXPENSES 5025 109718 0 14 238 14 42460 18 68272 0 110970 0 110970 0 0 0 0 0 0 0 0 0 0 X X 1 RUSSELL E HORN 1270 BROCKIE DRIVE YORK PA 17403 9865 X ACCOUNTING FEES 1750 1750 0 SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSRUSSEL E & ELEANOR B HORN FOUNDATION22-XXX-XX-XXXX SOUTH RICHLAND AVE, YORK, PA 17404DECEMBER 31, 2012PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 2010 IN THE AMOUNT OF $1,446. FORM 990-PF, PART X, LINE 4:IN ACCORDANCE WITH REG. 53-4942(A)-2(C)(3)(IV), THE FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF 90,000 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NON-CHARITABLE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NON-CHARITABLE ASSETS = $2,601,391.2. 1.5% OF LINE 1 = $39,021.3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT ON LINE 2: THE ANNUAL OPERATING CASH NEEDS OF THE FOUNDATION INCLUDING CHARITABLE CONTRIBUTIONS, GIFTS, AND GRANTS HAS EXCEEDED $80,000 FOR THE PAST THREE YEARS. THE DISTRIBUTION OF 2013 INCOME PLUS NORMAL OPERATING EXPENSES OF THE FOUNDATION ARE EXPECTED TO EXCEED $121,000 AND IT WILL BE DISTRIBUTED IN THE COMING FISCAL YEAR. FORM 990-PF, PART X, LINE 4: IN ACCORDANCE WITH REG. 53-4942(A)-2(C)(3)(IV), THE FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $100,000 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NON-CHARITABLE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT. 1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE ASSETS $2,421,704 2. 1.5% OF LINE 1 $36,326 3. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT ON LINE 2: THE ANNUAL OPERATING CASH NEEDS OF THE FOUNDATION INCLUDING CHARITABLE CONTRIBUTIONS, GIFTS, AND GRANTS HAS EXCEEDED $98,000 FOR THE PAST FOUR YEARS. THE UNDISTRIBUTED INCOME FOR 2012 IS IN EXCESS OF $109,000 AND IT WILL BE DISTRIBUTED IN THE COMING FISCAL YEAR. THIS DISTRIBUTION OF 2012 INCOME PLUS NORMAL OPERATING EXPENSES OF THE FOUNDATION ARE EXPECTED TO EXCEED $100,000. CORPORATE BONDS 576188 564659 CORPORATE STOCKS 1257601 2018123 114563 151236 0 0 CENT PA CONF UNITED METH CHURCH 12996 12996 12996 TELEPHONE 703 0 0 POSTAGE 20 0 20 BANK TRUSTEE FEES 16199 16199 0 RUSSELL E HORN 1270 BROCKIE DRIVE YORK PA 17403 PACE RESOURCES INC 40 SOUTH RICHLAND AVENUE YORK PA 17404 FOREIGN TAXES PAID 99 99 0 TAXES PAID 5126 0 0