THE STEINMAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE STEINMAN FOUNDATION (EIN 23-6266377)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201433219349102138
- Schema version
- 2013v3.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:13:23-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176048408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236266377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES HALE STEINMAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7172918607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176080128 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE D ZIMMERMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7172918607 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC R WENGER CPA | PreparerPersonNm |
| PTIN | P00546907 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2014-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,624,479 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $639,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $639,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,365,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,906,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,365,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,367 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,367 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,032,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,032,961 | 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 |
| Legal Fees Rev And Expnss | $2,625 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,625 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $198,692 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,477 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,557 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,548 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,103 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,103 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $761 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $166,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,145,455 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,145,455 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,380,318 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $166,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,201,785 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,652,643 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,866,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,084 | CashBOYAmt |
| Cash EOY | $4,384 | CashEOYAmt |
| Cash EOYFMV | $4,384 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,181,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,134,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,134,590 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $11,789 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,416 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,416 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,195,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $20,437,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,519,890 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,041,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,457,251 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,434,699 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $217,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $214,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $472,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,651,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,306,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,624,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $44,258,481 | CapitalStockBOYAmt |
| Capital Stock EOY | $47,624,290 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$19,607,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$21,317,703 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,651,202 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,306,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,651,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,306,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,651,202 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,652,643 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,840 | OtherIncreasesAmt |
| Subtotal | $26,306,685 | SubtotalAmt |
| Other Decreases | $98 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,306,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BNY MELLON - 108425Y4139 | P | 2013-12-31 | $147,119 | $163,672 | -$16,553 | -$16,553 |
| BNY MELLON - 108425Y4139 | P | 2013-12-31 | $9,751,249 | $6,377,510 | $3,373,739 | $3,373,739 |
| CAPITAL GAINS DIVIDENDS | P | $8,104 | $8,104 | $8,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,365,290 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,918,098 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,115,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,682,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,260,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,493,704 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,461,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118587 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,471,191 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,586,367 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.092950 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,932,734 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,973,246 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056890 | DistributionYr5Rt |
| Total Distribution | 0.385669 | TotalDistributionRt |
| Average Distribution | 0.077134 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,325,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,879,038 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,664 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,917,702 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,201,785 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $58,416 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $78,416 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $1,078 | OverpaymentAmt |
| Applied To ES Tax | $1,078 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ITS OFFICERS | IndividualWithBooksNm |
| Phone | 7172918607 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 W KING ST | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17608 | ZIPCode |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MS BEVERLY R STEINMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | CHAIRMAN & TRUSTEE | 0.10 | $0 | $0 | $0 |
| MR ROBERT M KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | VICE CHAIRMAN & TRUSTEE (EFF. 6/13) | 0.10 | $0 | $0 | $0 |
| MR DENNIS A GETZ | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | SECRETARY & TRUSTEE (TERM ENDED 6/13) | 0.10 | $0 | $0 | $0 |
| MR WESLEY S LEWIS | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | SECRETARY & TRUSTEE (TERM BEGAN 6/13) | 0.10 | $0 | $0 | $0 |
| MS CAROLINE N HILL | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | ASSISTANT SECRETARY & TRUSTEE | 0.10 | $0 | $0 | $0 |
| MR WILLIS W SHENK | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | TREASURER & TRUSTEE | 0.10 | $0 | $0 | $0 |
| MR HALE A KRASNE | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | ASSISTANT TREASURER & TRUSTEE | 0.10 | $0 | $0 | $0 |
| MR SHANE D ZIMMERMAN | ||||||||
| PO BOX 128 | LANCASTER | PA | 176080128 | EXEC. DIR. & TRUSTEE (TERM BEGAN 6/13) | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS C LANE & ASSOCIATES | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 THIRD AVENUE 38TH FL | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $138,518 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,116,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,776,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,893,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,893,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $568,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,325,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,866,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,866,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,329 | TotalTaxAmt |
| Distributable Before Adj | $1,788,929 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,788,929 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,788,929 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,201,785 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,201,785 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,201,785 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,788,929 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $217,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,156,413 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,040,538 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,937 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $374,189 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,970,039 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,201,785 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,788,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $412,856 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,382,895 | 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 | $217,962 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,164,933 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,156,413 | ExcessFromYear4Amt |
| Excess From Year3 | $2,040,538 | ExcessFromYear3Amt |
| Excess From Year2 | $180,937 | ExcessFromYear2Amt |
| Excess From Year1 | $374,189 | ExcessFromYear1Amt |
| Excess From Current Year | $412,856 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M STEVEN WEAVER ADMINISTRATOR SCHOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST KING STREET | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17603 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7172918676 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION FORMS FURNISHED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 28 OF SENIOR YEAR OF STUDENT APPLICANT | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS RESTRICTED TO NEWSPAPER CARRIERS AND EMPLOYEES' CHILDREN | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ARC OF LANCASTER COUNTY | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | OPERATIONS | $1,000 | |
| BOY SCOUTS OF AMERICA-LANCASTER | |||||||
| 630 JANET AVE STE B-114 | LANCASTER | PA | 17601 | PC | OPERATIONS | $1,000 | |
| BOY SCOUTS OF AMERICA-LANCASTER | |||||||
| 630 JANET AVE STE B-114 | LANCASTER | PA | 17601 | PC | 2013 SCOUTREACH BREAKFAST | $1,000 | |
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | PC | 2013 SUMMER CAMP | $20,000 | |
| BOYS AND GIRLS CLUB OF LANCASTER | |||||||
| 116 S WATER ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $25,000 | |
| BRIDGE OF HOPE | |||||||
| 822 MARIETTA AVE | LANCASTER | PA | 17603 | PC | OPERATIONS | $5,000 | |
| BRIGHT SIDE OPPORTUNITIES CORPORATION | |||||||
| 215 S QUEEN ST | LANCASTER | PA | 17603 | PC | 2013 SUMMER FEST | $1,250 | |
| CASA | |||||||
| 1905 OLD PHILADELPHIA PIKE | LANCASTER | PA | 17602 | PC | OPERATIONS | $5,000 | |
| CHESAPEAKE BAY FOUNDATION-PENNSYLVANIA | |||||||
| 614 N FRONT ST STE G | HARRISBURG | PA | 17101 | PC | OPERATIONS | $5,000 | |
| CHILDREN DESERVE A CHANCE FOUNDATION | |||||||
| 16 WEST KING STREET | LANCASTER | PA | 17603 | PC | INTERNSHIPS - TUTORS | $7,500 | |
| CHURCH FARM SCHOOL-LANCASTER | |||||||
| 1001 E LINCOLN HWY | EXTON | PA | 19341 | PC | OPERATIONS | $1,500 | |
| CLARE HOUSE LANCASTER | |||||||
| 342 E CHESTNUT ST 344 | LANCASTER | PA | 17602 | PC | OPERATIONS | $5,000 | |
| COBY'S FAMILY SERVICES LANCASTER | |||||||
| 134 E KING ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $2,000 | |
| COMMUNITY FIRST FUND LANCASTER | |||||||
| 30 W ORANGE ST | LANCASTER | PA | 17603 | PC | CAPITAL LOAN EXPANSION | $25,000 | |
| CONGREGATION SHAARAI SHOMAYIM | |||||||
| 75 E JAMES ST | LANCASTER | PA | 17602 | PC | CAMP JUMPSTART LANCASTER | $2,500 | |
| CONTACT LANCASTER HELPLINE | |||||||
| 601 S QUEEN ST | LANCASTER | PA | 17608 | PC | OPERATIONS | $2,500 | |
| CRISPUS ATTUCKS COMMUNITY CENTER-LANCASTER | |||||||
| 407 HOWARD AVE | LANCASTER | PA | 17602 | PC | OPERATIONS | $5,000 | |
| DEMUTH FOUNDATION-LANCASTER | |||||||
| 120 E KING ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $2,500 | |
| CONESTOGA HOUSE FOUNDATION | |||||||
| 8 W KING ST | LANCASTER | PA | 17608 | POF | OPERATIONS | $574,915 | |
| CRIME STOPPERS | |||||||
| PO BOX 7475 | LANCASTER | PA | 17604 | PC | OPERATIONS | $5,000 | |
| DOLLARS FOR SCHOLARS-LANCASTER | |||||||
| PO BOX 1601 | LANCASTER | PA | 17608 | PC | OPERATIONS | $1,000 | |
| EPHRATA COMMUNITY HOSPITAL | |||||||
| 169 MARTIN AVE | EPHRATA | PA | 17522 | PC | CAPITAL CAMPAIGN | $25,000 | |
| FOUNDATION OF THE LANCASTER CHAMBER-LEADERSHIP LANCASTER | |||||||
| 100 S QUEEN ST | LANCASTER | PA | 17608 | PC | BOARD LEADERSHIP ACADEMY | $5,000 | |
| FRANKLIN AND MARSHALL COLLEGE | |||||||
| 628 COLLEGE AVE | LANCASTER | PA | 17603 | PC | F&M WORKS IN LANCASTER | $50,000 | |
| FULTON OPERA HOUSE | |||||||
| 12 N PRINCE ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $1,500 | |
| HARRISBURG AREA COMMUNITY COLLEGE | |||||||
| ONE HACC DRIVE | HARRISBURG | PA | 17110 | PC | SCHOLARSHIP FUND | $15,000 | |
| HDC - HOUSING DEVELOPMENT CORPORATION | |||||||
| 4-6 W KING ST | LANCASTER | PA | 17603 | PC | CAPITAL CAMPAIGN | $12,500 | |
| HEALTH EDUCATION CENTER | |||||||
| 143 E LEMON ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $10,000 | |
| HEAR INC (HALFWAY ENVIRONMENT FOR ALCOHOLICS RECOVERING INC) | |||||||
| 649 E MAIN ST | LITITZ | PA | 17543 | PC | OPERATIONS | $2,500 | |
| HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY | |||||||
| 123 N PRINCE ST | LANCASTER | PA | 17603 | PC | HISTORIC SITE PROJECT | $30,000 | |
| HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY | |||||||
| 123 N PRINCE ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $2,500 | |
| HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY | |||||||
| 123 N PRINCE ST | LANCASTER | PA | 17603 | PC | RECORD DIGITIZATION | $5,000 | |
| HOPE WITHIN COMMUNITY HEALTH CENTER | |||||||
| 4748 E HARRISBURG PIKE | ELIZABETHTOWN | PA | 17022 | PC | OPERATIONS | $5,000 | |
| HOSPICE-LANCASTER | |||||||
| 685 GOOD DR | LANCASTER | PA | 17601 | PC | OPERATIONS | $1,000 | |
| HOSPICE-LANCASTER | |||||||
| 685 GOOD DR | LANCASTER | PA | 17601 | PC | CAPITAL CAMPAIGN | $60,000 | |
| JAMES STREET IMPROVEMENT DISTRICT | |||||||
| 354 N PRINCE STREET | LANCASTER | PA | 17603 | PC | OPERATIONS | $19,500 | |
| JANUS SCHOOL | |||||||
| 205 LEFEVER RD | LANCASTER | PA | 17552 | PC | CAPITAL CAMPAIGN | $100,000 | |
| JUNIOR ACHIEVEMENT-LANCASTER | |||||||
| 1322 LOOP RD | LANCASTER | PA | 17601 | PC | OPERATIONS | $3,000 | |
| KEYSTONE ART AND CULTURE CENTER-LANCASTER | |||||||
| 420 PEARL ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $15,000 | |
| KEYSTONE ART AND CULTURE CENTER-LANCASTER | |||||||
| 420 PEARL ST | LANCASTER | PA | 17603 | PC | PROGRAM AND STAFF EXPANSION | $20,000 | |
| LANCASTER BIBLE COLLEGE | |||||||
| 901 EDEN RD | LANCASTER | PA | 17601 | PC | BUILDING CAMPAIGN | $25,000 | |
| LANCASTER CLEFT PALATE CLINIC | |||||||
| 223 N LIME ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $2,000 | |
| LANCASTER CLEFT PALATE CLINIC | |||||||
| 223 N LIME ST | LANCASTER | PA | 17603 | PC | COMPREHENSIVE TREATMENT OF PATIENTS | $15,000 | |
| LANCASTER COUNTY CONSERVANCY | |||||||
| 117 S W END AVE | LANCASTER | PA | 17608 | PC | OPERATIONS | $7,500 | |
| LANCASTERHISTORYORG | |||||||
| 230 N PRESIDENT ST | LANCASTER | PA | 17603 | PC | CAMPUS OF HISTORY | $50,000 | |
| LANCASTERHISTORYORG | |||||||
| 230 N PRESIDENT ST | LANCASTER | PA | 17603 | PC | HERITAGE CENTER COLLECTION | $50,000 | |
| LANCASTER FARMLAND TRUST | |||||||
| 125 LANCASTER AVE | STRASBURG | PA | 17579 | PC | OPERATIONS | $25,000 | |
| LANCASTER GENERAL HOSPITAL | |||||||
| 555 N DUKE ST | LANCASTER | PA | 17602 | PC | CANCER CENTER | $100,000 | |
| LANCASTER MORAVIAN CHURCH | |||||||
| 1460 EDEN RD | LANCASTER | PA | 17601 | PC | OPERATIONS | $1,000 | |
| LANCASTER MUSEUM OF ART | |||||||
| 135 N LIME ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $1,000 | |
| LANCASTER PARTNERSHIP PROGRAM-MILLERSVILLE UNIVERSITY | |||||||
| 1 S GEORGE ST | MILLERSVILLE | PA | 17551 | PC | OPERATIONS | $15,000 | |
| LANCASTER PUBLIC LIBRARY | |||||||
| 125 N DUKE ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $2,500 | |
| LANCASTER SCIENCE FACTORY | |||||||
| 454 NEW HOLLAND AVENUE | LANCASTER | PA | 17602 | PC | OPERATIONS | $5,000 | |
| LANCASTER SUMMER ARTS FESTIVAL | |||||||
| PO BOX 7514 | LANCASTER | PA | 17604 | PC | 2013 SUMMER ARTS FESTIVAL | $5,000 | |
| LANCASTER SYMPHONY ORCHESTRA | |||||||
| 226 N ARCH ST | LANCASTER | PA | 17608 | PC | OPERATIONS | $1,750 | |
| LEADS-LANCASTERS ECONOMIC ACTION FOR DOWNTOWN'S SUCCESS | |||||||
| 53 DUKE ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $1,040 | |
| LINDEN HALL SCHOOL FOR GIRLS-LITITZ | |||||||
| 212 E MAIN ST | LITITZ | PA | 17543 | PC | OPERATIONS | $2,000 | |
| LONGS PARK AMPHITHEATER FOUNDATION | |||||||
| 630 JANET AVE | LANCASTER | PA | 17608 | PC | PATRIOTIC CONCERT | $2,000 | |
| VIRGINIA TECH FOUNDATION - MARION DUPONT SCOTT EQUINE MEDICAL CENTER | |||||||
| PO BOX 1938 | LEESBURG | VA | 20177 | PC | COMPUTED TOMOGRAPHY CT UNIT | $285,000 | |
| MARTIN LUTHER KING SCHOLARSHIP FUND | |||||||
| 1641 OLD PHILADELPHIA PIKE | LANCASTER | PA | 17602 | PC | SCHOLARSHIP FUND | $2,000 | |
| MENNONITE HISTORICAL SOCIETY-HANS HERR HOUSE | |||||||
| 2215 MILLSTREAM RD | LANCASTER | PA | 17602 | PC | OPERATIONS | $1,000 | |
| MILAGRO HOUSE-LANCASTER | |||||||
| 320 S CHRISTIAN ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $7,500 | |
| MOM'S HOUSE-LANCASTER | |||||||
| 415 S QUEEN ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $3,500 | |
| OCTORARO WATERSHED ASSOCIATION | |||||||
| 517 PINE GROVE RD | NOTTINGHAM | PA | 19362 | PC | OPERATIONS | $2,000 | |
| PALCO | |||||||
| 480 NEW HOLLAND AVE | LANCASTER | PA | 17602 | PC | OPERATIONS | $15,000 | |
| PENNSYLVANIA COLLEGE OF ART AND DESIGN-LANCASTER | |||||||
| 204 N PRINCE STREET | LANCASTER | PA | 17603 | PC | REMARQUE CIRCLE CAMPAIGN | $20,000 | |
| PHILHAVEN HOSPITAL | |||||||
| 283 SOUTH BUTLER RD | MT GRETNA | PA | 17064 | PC | OPERATIONS | $1,000 | |
| PLANNED PARENTHOOD OF NORTHEAST AND MID-PENN | |||||||
| 31 S LIME ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $1,500 | |
| PROJECT FORWARD LEAP-MILLERSVILLE UNIVERSITY | |||||||
| PHILOSOPHY DEPT | MILLERSVILLE | PA | 17551 | PC | OPERATIONS | $10,000 | |
| ROCK FORD FOUNDATION | |||||||
| 881 ROCKFORD RD | LANCASTER | PA | 17602 | PC | EVENTS | $5,000 | |
| ROCK FORD FOUNDATION | |||||||
| 881 ROCKFORD RD | LANCASTER | PA | 17602 | PC | OPERATIONS | $1,000 | |
| S JUNE SMITH FOUNDATION-LANCASTER | |||||||
| 600 EDEN RD 1 | LANCASTER | PA | 17601 | PC | OPERATIONS | $2,500 | |
| SCHREIBER PEDIATRIC REHAB CENTER | |||||||
| 625 COMMUNITY WAY | LANCASTER | PA | 17603 | PC | OPERATIONS | $12,500 | |
| SOUTHEAST LANCASTER HEALTH SERVICES | |||||||
| 625 S DUKE STREET | LANCASTER | PA | 17602 | PC | COMPUTER UPGRADES | $20,000 | |
| SPANISH AMERICAN CIVIC ASSOCIATION-LANCASTER | |||||||
| 545 PERSHING AVE | LANCASTER | PA | 17602 | PC | TEC CENTRO-TRAINING EQUIPMENT | $65,000 | |
| SPANISH AMERICAN CIVIC ASSOCIATION-LANCASTER | |||||||
| 545 PERSHING AVE | LANCASTER | PA | 17602 | PC | OPERATIONS | $1,000 | |
| SPINA BIFIDA ASSOCIATION-LANCASTER | |||||||
| 209 EAST STATE STREET SUITE B | QUARRYVILLE | PA | 17566 | PC | OPERATIONS | $1,000 | |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 119 N DUKE ST | LANCASTER | PA | 17602 | PC | CAPITAL CAMPAIGN | $50,000 | |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 119 N DUKE ST | LANCASTER | PA | 17602 | PC | OPERATIONS | $5,000 | |
| SUSQUEHANNA ASSOC FOR THE BLIND & VISION IMPAIRED-LANCASTER | |||||||
| 244 N QUEEN ST | LANCASTER | PA | 17603 | PC | OPERATIONS | $1,500 | |
| TABOR COMMUNITY SERVICES-LANCASTER | |||||||
| 308 E KING ST 1 | LANCASTER | PA | 17602 | PC | CREDIT COUNSELING SERVICES PROGRAM | $5,000 | |
| THADDEUS STEVENS FOUNDATION | |||||||
| 750 E KING ST | LANCASTER | PA | 17602 | PC | MY FUTURE CAREER VIDEO PROGRAM | $15,000 | |
| UNITED DISABILITIES SERVICES-LANCASTER | |||||||
| 1901 OLDE HOMESTEAD LN | LANCASTER | PA | 17601 | PC | OPERATIONS | $3,000 | |
| UNITED WAY OF LANCASTER COUNTY | |||||||
| 630 JANET AVE | LANCASTER | PA | 17601 | PC | OPERATIONS | $75,000 | |
| WOODWARD HILL CEMETERY | |||||||
| 624 S QUEEN ST | LANCASTER | PA | 17601 | NC | CAPITAL CAMPAIGN | $75,000 | |
| YMCA OF LANCASTER | |||||||
| 572 N QUEEN ST | LANCASTER | PA | 17603 | PC | ANNUAL CAMPAIGN FOR YOUTH | $5,000 | |
| LENA FERGUSON CO BRYN MAWR COLLEGE | |||||||
| 101 N MERION AVE | BRYN MAWR | PA | 190102899 | NC | SCHOLARSHIP | $2,500 | N/A |
| ALANA FISCHER CO UNIVERSITY OF PITTSBURGH | |||||||
| 4227 FIFTH AVE | PITTSBURGH | PA | 15260 | NC | SCHOLARSHIP | $5,000 | N/A |
| REBECCA GERTH CO UNIVERSITY OF PITTSBURGH | |||||||
| 4227 FIFTH AVE | PITTSBURGH | PA | 15260 | NC | SCHOLARSHIP | $2,500 | N/A |
| PATRICK MCMINN CO VIRGINIA TECH | |||||||
| 150 STUDENT SERVICES BLDG | BLACKSBURG | VA | 24061 | NC | SCHOLARSHIP | $5,000 | N/A |
| DAYNA MCROBERTS CO UNIVERSITY OF VERMONT | |||||||
| 85 S PROSPECT STR | BURLINGTON | VT | 05405 | NC | SCHOLARSHIP | $5,000 | N/A |
| JACQUELINE SHEAFFER CO ST JOSEPH UNIVERSITY | |||||||
| 5600 CITY AVE | PHILADELPHIA | PA | 19131 | NC | SCHOLARSHIP | $2,500 | N/A |
| LEVI SMUCKER CO GOSHEN COLLEGE | |||||||
| 1700 S MAIN ST | GOSHEN | IN | 46526 | NC | SCHOLARSHIP | $2,500 | N/A |
| DYLAN VITAL CO MILLERSVILLE UNIVERSITY | |||||||
| PO BOX 1002 | MILLERSVILLE | PA | 175510302 | NC | SCHOLARSHIP | $5,000 | N/A |
| JEREMY VITAL CO DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT ST | PHILADELPHIA | PA | 19104 | NC | SCHOLARSHIP | $5,000 | N/A |
| KATHRYN WHITING CO GROVE CITY COLLEGE | |||||||
| 100 CAMPUS DRIVE | GROVE CITY | PA | 16127 | NC | SCHOLARSHIP | $2,500 | N/A |
| SARAH FERGUSON CO RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | NC | SCHOLARSHIP | $5,000 | N/A |
| AMANDA LAM CO THE GEORGE WASHINGTON UNIVERSITY | |||||||
| 800 21ST STR NORTHWEST | WASHINGTON | DC | 20052 | NC | SCHOLARSHIP | $5,000 | N/A |
| ANTHONY CROGNALE CO PENN STATE UNIVERSITY | |||||||
| 109 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | NC | SCHOLARSHIP | $5,000 | N/A |
| RACHEL DERN CO WEST VIRGINIA UNIVERSITY | |||||||
| PO BOX 6410 | MORGANTOWN | WV | 26506 | NC | SCHOLARSHIP | $2,500 | N/A |
| ZOE BUCKWALTER CO TEMPLE UNIVERSITY | |||||||
| 1803 N BROAD STREET | PHILADELPHIA | PA | 19122 | NC | SCHOLARSHIP | $2,500 | N/A |
| ERIKA ORTEGA CO PHILADELPHIA UNIVERSITY | |||||||
| SCHOOL LN HENRY AVE | PHILADELPHIA | PA | 191445497 | NC | SCHOLARSHIP | $2,500 | N/A |
| CHRISTINA WEIDEL CO BELMONT UNIVERSITY | |||||||
| 1900 BELMONT BLVD | NASHVILLE | TN | 37212 | NC | SCHOLARSHIP | $2,500 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,145,455 | 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 | $639,304 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,365,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,032,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,032,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $75,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD HILL CEMETERY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GRANT PAYMENTS MADE TO 501(C)(13) ORGANIZATION PURSUANT TO EXPENDITURE RESPONSIBILITY AGREEMENT | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD HILL CEMETERY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7989 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-02-12 | GrantDt |
| Grant | $75,000 | GrantAmt |
| Purpose Of Grant | HONOR, BEATIFY, SECURE AND SUSTAIN THE CEMETERY | PurposeOfGrantTxt |
| Expended By Grantee | $75,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MAY 12, 2014 | DatesOfReportsByGranteeTxt |
| Results Of Verification | REVIEW OF COMPILED FINANCIAL STATEMENTS FOUND THAT THERE WAS NO APPARENT DIVERSION OF ASSETS BY THE GRANTEE AND THE ANNUAL REPORT OF GRANT FUNDS REPORTED THAT THE DONATED FUNDS WERE USED FOR THEIR INTENDED PURPOSE. SPECIFICALLY IN 2013, DONATED FUNDS WERE USED IN PART TO BUILD THE CEMETERY'S PRESIDENTIAL MEMORIAL GARDEN, INSTALL FENCING, REPAVE ROADWAYS AND PURCHASE ADDITIONAL LIGHTING AND SECURITY CAMERAS. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON | BondNm |
| EOY Book Value | $1,457,251 | EOYBookValueAmt |
| EOYFMV | $1,434,699 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON | StockNm |
| EOY Book Value | $20,437,224 | EOYBookValueAmt |
| EOYFMV | $36,519,890 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE GROUP, L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $214,722 | BookValueAmt |
| EOYFMV | $472,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,625 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TIMING DIFFERENCE | Description |
| Amount | $98 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PA FILING FEE | $15 | $0 | $15 |
| SOFTWARE AND DOMAIN FEES | $4,672 | $0 | $4,672 |
| TRUSTEE FEES | $943 | $0 | $943 |
| BANK FEES | $761 | $761 | $0 |
| MEMBERSHIP DUES | $238 | $0 | $238 |
| OFFICE SUPPLIES | $257 | $0 | $257 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION SETTLEMENTS - BNY | $8,623 | $8,623 | $8,623 |
| BLACKSTONE GROUP L.P. | $14,704 | $14,704 | $14,704 |
| ACCRETION OF DISCOUNT | $5,040 | $5,040 | $5,040 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $2,840 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSEL FEES | $138,518 | $138,518 | $0 |
| BNY MELLON CUSTODIAL FEES | $14,697 | $14,697 | $0 |
| MANAGEMENT FEE | $45,477 | $0 | $45,477 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES - BNY | $12,548 | $12,548 | $0 |
| PRIOR YEAR EXCISE TAX | $11,891 | $0 | $0 |
| PRIOR YEAR EXTENSION PYMT | $118 | $0 | $0 |
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