JSH FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JSH FOUNDATION (EIN 20-0529213)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-12
IRS object ID
201332249349100658
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-12T09:51:11-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SIMON LEVER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1444 MURRY HILL CIRCLEAddressLine1
CityLANCASTERCity
StatePAState
ZIP Code17601ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN200529213EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JSH FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJSHFNameControl
Phone7176291243Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11212 CREEK RDAddressLine1
CityLITITZCity
StatePAState
ZIP Code17543ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGERALD L HORSTName
TitlePRESIDENTTitle
Phone7176291243Phone
Date Signed2013-08-08DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameANDREW L STECKBECKName
Phone7175697081Phone
Date Prepared2013-08-12DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY5856FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss20000ContriReceivedRevAndExpnss
Dividends Rev And Expnss24DividendsRevAndExpnss
Dividends Net Invst Incm24DividendsNetInvstIncm
Dividends Adj Net Incm24DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss-247NetGainSaleAssetsRevAndExpnss
Gross Sales Price1453GrossSalesPrice
Total Revenue And Expenses19777TotalRevenueAndExpenses
Total Net Investment Income24TotalNetInvestmentIncome
Total Adjusted Net Income24TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1215AccountingFeesRevAndExpnss
Accounting Fees Dsbrs Chrtbl Prps1215AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss28OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm28OtherProfFeesNetInvstIncm
Trav Conf Meeting Rev And Expnss7625TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps7625TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss8256OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps8256OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss17124TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm28TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps17096TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss130ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss17254TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm28TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps17096TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses2523ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome
Adjusted Net Income24AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY380SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY4603SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV4603SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY2905InvestmentsCorpStockBOY
Investments Corp Stock EOY1205InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1253InvestmentsCorpStockEOYFMV
Total Assets BOY3285TotalAssetsBOY
Total Assets EOY5808TotalAssetsEOY
Total Assets EOYFMV5856TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY3285RetainedEarningsBOY
Retained Earnings EOY5808RetainedEarningsEOY
Total Net Assets BOY3285TotalNetAssetsBOY
Total Net Assets EOY5808TotalNetAssetsEOY
Total Liabilities Net Assets BOY3285TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY5808TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3285TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses2523ExcessOfRevenueOverExpenses
Subtotal5808Subtotal
Total Net Assets Fund Balances EOY5808TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income-247CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year130058QualifyingDistributionsYear1
Noncharitable Assets Year17976NoncharitableAssetsYear1
Distribution Ratio Year13.768556DistributionRatioYear1
Qualifying Distributions Year231643QualifyingDistributionsYear2
Noncharitable Assets Year28017NoncharitableAssetsYear2
Distribution Ratio Year23.946988DistributionRatioYear2
Qualifying Distributions Year348388QualifyingDistributionsYear3
Noncharitable Assets Year340697NoncharitableAssetsYear3
Distribution Ratio Year31.188982DistributionRatioYear3
Qualifying Distributions Year4236163QualifyingDistributionsYear4
Noncharitable Assets Year4168935NoncharitableAssetsYear4
Distribution Ratio Year41.397952DistributionRatioYear4
Qualifying Distributions Year545718QualifyingDistributionsYear5
Noncharitable Assets Year5104634NoncharitableAssetsYear5
Distribution Ratio Year50.436933DistributionRatioYear5
Total Distribution Ratio10.739411TotalDistributionRatio
Average Distribution Ratio2.147882AverageDistributionRatio
Net Noncharitable Assets2687NetNoncharitableAssets
Adjusted Noncharitable Assets5771AdjustedNoncharitableAssets
Adj Nonchrtbl Assets And One5771AdjNonchrtblAssetsAndOnePct
Qualifying Distributions17096QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Paid With Extension50TaxPaidWithExtension
Total Credits And Payments50TotalCreditsAndPayments
Overpayment50Overpayment
Amount Credited To Next Year0AmountCreditedToNextYear
Amount To Be Refunded50AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithPAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationtruePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameGERALD L HORSTBooksInCareOfPersonName
Books In Care Of Phone Number7176291243BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11212 CREEK RDAddressLine1
CityLITITZCity
StatePAState
ZIP Code175438438ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
GERALD L HORST
1212 CREEK RDLITITZPA17543PRES/TREAS/D6.00000
SUSAN M HORST
1212 CREEK RDLITITZPA17543SECRETARY/DI4.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1MISSIONARY SUPPORT TO THE NATIONS BY HOLDING TEACHING SEMINARS AND CRUSADES, SUPPORT TO LOCAL PASTORS, AND MINISTRY TO THE INDIGENT PEOPLE OF THE NATIONS AND THE UNITED STATES.Description1
Expenses117226Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2016AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances712AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2728TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets2728AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable41CashDeemedCharitable
Net Noncharitable Assets2687NetNoncharitableAssets
Minimum Investment Return134MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions17096ExpensesAndContributions
Qualifying Distributions17096QualifyingDistributions
Adj Qualifying Distributions17096AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Qualifying Distributions17096QualifyingDistributions
Remaining Distri From Corpus17096RemainingDistriFromCorpus
Total Corpus17096TotalCorpus

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year24CurrentYear
Year146Year1
Year32035Year3
Total2105Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year20CurrentYear
Year139Year1
Year31730Year3
Total1789Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year17096CurrentYear
Year130058Year1
Year231643Year2
Year348388Year3
Total127185Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year17096CurrentYear
Year130058Year1
Year231643Year2
Year348388Year3
Total127185Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year89CurrentYear
Year1266Year1
Year2267Year2
Year31357Year3
Total1979Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerGERALD L HORSTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CHESTER PETERSHEIM
54 A OLD LEACOCK ROADRONKSPA17572NO RELATIONSHIPN/AEQUIPMENT PURCHASE ASSISTANCE$30
MIKE HUTCHENSON
1451 CLARK STREETMECHANICSBURGPA17055NO RELATIONSHIPN/ASUPPORT ASSISTANCE$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year130TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$24ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion-$247ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion-$223ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA-223TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualGERALD L HORSTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11212 CREEK RDAddressLine1
CityLITITZCity
StatePAState
ZIP Code17543ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions20000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX RETURN PREPARATIONCategory
Amount$1,215Amount
Disbursements Charitable Prps1215DisbursementsCharitablePrps

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

GERALD L HORST
SUSAN M HORST

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NamePUBLICLY TRADED SECURITIESName
How AcquiredPURCHASEHowAcquired
Gross Sales Price1436GrossSalesPrice
Basis1700Basis
Total Net-264TotalNet

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEQUITY FUNDSNameOfStock
EOY Book Value1205EOYBookValue
EOYFMV1253EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksDisbursements Charitable PrpsDisbursementsCharitablePrps
EXPENSES
BANK CHARGE2020
COMPUTER/COMMUNICATIONS EXPEN24692469
INVASION GROUP8282
MATERIALS & BOOKS969969
OTHER MINISTRY EXPENSES27632763
PROMOTION & DEVELOPMENT16431643
HONORARIUMS310310

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$28Amount
Net Investment Income28NetInvestmentIncome

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