AMMON & DOROTHY PATRICK T A: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AMMON & DOROTHY PATRICK T A (EIN 30-6009172)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-12-09
- IRS object ID
- 202523439349100702
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-09T10:01:33-06:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306009172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMMON & DOROTHY PATRICK CHARITABLE TUA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 7172557652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK NA | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 7172557652 | PhoneNum |
| Signature | 2025-12-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $490,719 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,356 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $71 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $22,027 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,027 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,423 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,423 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,794 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,794 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,986 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $392,236 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $387,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $483,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $393,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $490,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $393,154 | CapitalStockBOYAmt |
| Capital Stock EOY | $394,588 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $393,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $393,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $393,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $394,682 | SubtotalAmt |
| Other Decreases | $94 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $394,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 135.746 GQG PARTNERS EMERGING MARKETS EQ FD INSTL SHS | 2021-01-29 | 2025-04-14 | $2,157 | $2,172 | -$15 | -$15 | |
| 16.8 CALAMOS MARKET NEUTRAL INC FD I SHARES | 2020-09-15 | 2025-04-14 | $252 | $229 | $23 | $23 | |
| .259 DIAMOND HILL LONG SHORT FD CL I | 2015-06-30 | 2025-04-14 | $7 | $6 | $1 | $1 | |
| 4. DIMENSIONAL US HIGH PROF ETF | 2025-04-14 | 2025-05-22 | $136 | $127 | $9 | $9 | |
| 23.266 DRIEHAUS SM CAP GRTH FN I SHS | 2024-01-03 | 2025-04-14 | $436 | $412 | $24 | $24 | |
| .896 FPA CRESCENT FUND INSTL CL | 2017-07-31 | 2025-04-14 | $35 | $31 | $4 | $4 | |
| 15.673 GS INTL SM CAP INSIGHT FD INSTL SHS | 2019-01-31 | 2025-04-14 | $205 | $174 | $31 | $31 | |
| 14.652 GS ABSOLUTE RETURN TR CL I | 2020-09-15 | 2025-04-14 | $143 | $140 | $3 | $3 | |
| 139.253 GOLDMAN SACHS GQG PARTNERS INTL OPPORT INSTL SHS | 2020-09-15 | 2025-04-14 | $2,870 | $2,399 | $471 | $471 | |
| 2.917 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2020-09-15 | 2024-10-21 | $245 | $158 | $87 | $87 | |
| 14.22 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2020-09-15 | 2025-04-14 | $1,053 | $771 | $282 | $282 | |
| 3.127 T ROWE PRICE INSTL LARGE CAP GRTH FD | 2020-09-15 | 2025-05-22 | $256 | $169 | $87 | $87 | |
| 5.983 JP MORGAN GROWTH ADVANTAGE FND I SHS | 2023-02-16 | 2024-10-21 | $248 | $154 | $94 | $94 | |
| 49.546 JP MORGAN GROWTH ADVANTAGE FND I SHS | 2023-02-16 | 2025-04-14 | $1,747 | $1,275 | $472 | $472 | |
| 6.236 JP MORGAN GROWTH ADVANTAGE FND I SHS | 2023-02-16 | 2025-05-22 | $247 | $160 | $87 | $87 | |
| 43.303 MATTHEWS EMRG MKT SM COMPANIES FD I SH | 2023-09-28 | 2025-04-14 | $944 | $1,134 | -$190 | -$190 | |
| 2825.187 PIMCO TOTAL RETURN FUND INSTL CL -35 | 2024-01-03 | 2025-04-14 | $24,071 | $29,278 | -$5,207 | -$5,207 | |
| 37.381 PRINCIPAL MIDCAP FD R-6 SHS | 2018-06-29 | 2025-04-14 | $1,613 | $1,052 | $561 | $561 | |
| 2.093 SMEAD VALUE FUND Y SHS | 2017-10-31 | 2024-10-21 | $178 | $95 | $83 | $83 | |
| 2.595 SMEAD VALUE FUND Y SHS | 2017-10-31 | 2025-05-22 | $185 | $118 | $67 | $67 | |
| 3.919 NUVEEN LG CAP VAL IDX FD R6 SHS | 2019-01-31 | 2024-10-21 | $106 | $73 | $33 | $33 | |
| 7.157 NUVEEN LG CAP VAL IDX FD R6 SHS | 2019-01-31 | 2025-05-22 | $186 | $133 | $53 | $53 | |
| 2.573 NUVEEN LG CAP GRTH IDX FD R6 SHS | 2019-01-31 | 2024-10-21 | $170 | $77 | $93 | $93 | |
| 35.423 NUVEEN LG CAP GRTH IDX FD R6 SHS | 2019-01-31 | 2025-04-14 | $2,085 | $1,055 | $1,030 | $1,030 | |
| 2.561 NUVEEN LG CAP GRTH IDX FD R6 SHS | 2019-01-31 | 2025-05-22 | $169 | $76 | $93 | $93 | |
| 5.914 VANGUARD DIVIDEND GRTH FD INV CL -57 | 2023-02-16 | 2024-10-21 | $247 | $207 | $40 | $40 | |
| 750.926 VANGUARD DIVIDEND GRTH FD INV CL -57 | 2024-01-03 | 2025-04-14 | $25,952 | $26,352 | -$400 | -$400 | |
| 2.985 VANGUARD MID CAP VAL IDX FD ADM CL | 2019-06-28 | 2025-04-14 | $235 | $172 | $63 | $63 | |
| .528 VANGUARD INSTL INDEX FD -94 | 2019-06-28 | 2024-10-21 | $255 | $141 | $114 | $114 | |
| .632 VANGUARD INSTL INDEX FD -94 | 2019-06-28 | 2025-05-22 | $301 | $168 | $133 | $133 | |
| 13.846 VICTORY TRIVALENT INTL SMALL CAP FD I SHS | 2019-01-31 | 2025-04-14 | $216 | $171 | $45 | $45 | |
| 10.811 APPLIED FINANCE SELECT FD I SHS | 2018-04-30 | 2024-10-21 | $251 | $127 | $124 | $124 | |
| 12.663 APPLIED FINANCE SELECT FD I SHS | 2018-04-30 | 2025-05-22 | $272 | $149 | $123 | $123 | |
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,838 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $15 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7172557652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN SQUARE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FULTON BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3215 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,423 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $470,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,198 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $478,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $478,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $471,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215 | TotalTaxAmt |
| Distributable Before Adj | $23,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,025 | 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 | $21,322 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TREE OF LIFE | ||||||||
| ONE MASONIC DRIVE | Elizabethtown | PA | 170222199 | N/A | PC | OPERATIONS | $1,877 | |
| MASONIC VILLAGES OF THE | ||||||||
| ONE MASONIC DRIVE | ELIZABETHTOWN | PA | 17022 | N/A | PC | OPERATIONS | $7,507 | GRAND LODGE OF PENNSYLVANIA |
| BETHANY CHILDREN'S HOME | ||||||||
| 1863 BETHANY ROAD | WOMELSDORF | PA | 195679214 | N/A | PC | OPERATIONS | $1,877 | |
| UNITED CHURCH OF CHRIST HOMES INC | ||||||||
| 30 NORTH 31ST STREET | CAMP HILL | PA | 170112998 | N/A | PC | OPERATIONS | $1,877 | |
| HOFFMAN HOMES INC | ||||||||
| 815 ORPHANAGE ROAD | LITTLESTOWN | PA | 17340 | N/A | PC | OPERATIONS | $656 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,794 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,027 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $387,602 | BookValueAmt |
| EOYFMV | $483,733 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT MUTUAL FUNDS DISBURSEMENT/RECEIPT | Desc |
| Amt | $94 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $71 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $166 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $107 | $107 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |
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