JSH FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JSH FOUNDATION (EIN 20-0529213)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-09
- IRS object ID
- 201201919349100155
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-09T10:52:49-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231709427 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERTZ HESS & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 E KING ST | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176022896 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200529213 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JSHF | NameControl |
| Phone | 7176564065 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CREEK ROAD | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 17543 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD L HORST | Name |
| Title | PRESIDENT | Title |
| Phone | 7176564065 | Phone |
| Date Signed | 2012-06-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD L ALLEN CPA | Name |
| PTIN | P00490911 | PTIN |
| Phone | 7173930767 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2832 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 46 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 46 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 3677 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 16258 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3677 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 23723 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3723 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 46 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1940 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 150 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1790 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 72 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 72 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 12208 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 12208 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 16060 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16060 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 30280 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 222 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 30058 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30280 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 222 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30058 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6557 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3501 | NetInvestmentIncome |
| Adjusted Net Income | 46 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 5896 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 380 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 380 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3946 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2905 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2452 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 9842 | TotalAssetsBOY |
| Total Assets EOY | 3285 | TotalAssetsEOY |
| Total Assets EOYFMV | 2832 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 9842 | RetainedEarningsBOY |
| Retained Earnings EOY | 3285 | RetainedEarningsEOY |
| Total Net Assets BOY | 9842 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3285 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9842 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3285 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9842 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6557 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3285 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3285 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 46.548 INVESCO DIVERSIFIED DIVIDEND FD | P | 2011-02-11 | 2011-04-25 | 600 | 603 | -3 | -3 |
| 93.095 INVESCO DIVERSIFIED DIVIDEND FD | P | 2011-02-11 | 2011-06-30 | 1200 | 1206 | -6 | -6 |
| 76.207 INVESCO DIVERSIFIED DIVIDEND FD | P | 2011-02-11 | 2011-12-22 | 900 | 987 | -87 | -87 |
| 282.535 R S INFORMATION AGE TECHNOLOGY | P | 2011-02-03 | 2011-04-11 | 5908 | 5840 | 68 | 68 |
| 173.035 DREYFUS PREMIER TECHNOLOGY | P | 2009-03-09 | 2011-02-03 | 5852 | 2400 | 3452 | 3452 |
| 105.632 PRUDENTIAL JENNISON 20 20 | P | 2009-12-22 | 2011-03-30 | 1774 | 1545 | 229 | 229 |
| CAPITAL GAINS DIVIDENDS | P | 24 | 24 | 24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3677 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -28 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31643 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8017 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 3.946988 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48388 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 40697 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.188982 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 236163 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 168935 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.397952 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45718 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 104634 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.436933 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 18338 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 27110 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.676429 | DistributionRatioYear5 |
| Total Distribution Ratio | 7.647284 | TotalDistributionRatio |
| Average Distribution Ratio | 1.529457 | AverageDistributionRatio |
| Net Noncharitable Assets | 7976 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12199 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 35 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 12234 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30058 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 35 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 35 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 35 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 35 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD L HORST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7176291243 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CREEK ROAD | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 175438438 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GERALD L HORST | ||||||||
| 1212 CREEK ROAD | LITITZ | PA | 175438438 | PRESIDENT, DIRECTOR | 4.00 | 0 | 0 | 0 |
| SUSAN M HORST | ||||||||
| 1212 CREEK ROAD | LITITZ | PA | 175438438 | SECRETARY, DIRECTOR | 4.00 | 0 | 0 | 0 |
| GERALD L HORST | ||||||||
| 1212 CREEK ROAD | LITITZ | PA | 175438438 | TREASURER | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MISSIONARY SUPPORT TO THE NATIONS BY HOLDING TEACHING SEMINARS, CRUSADES, SUPPORT TO LOCAL PASTORS AND MINISTRY THE INDIGIDENT PEOPLE OF THE NATIONS AND THE UNITED STATES. | Description1 |
| Expenses1 | 30208 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6596 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1501 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8097 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8097 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 121 | CashDeemedCharitable |
| Net Noncharitable Assets | 7976 | NetNoncharitableAssets |
| Minimum Investment Return | 399 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30058 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30058 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 35 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30023 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2003-12-30 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 46 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 2035 | Year2 |
| Year3 | 1659 | Year3 |
| Total | 3740 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 39 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 1730 | Year2 |
| Year3 | 1410 | Year3 |
| Total | 3179 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 30058 | CurrentYear |
| Year1 | 31643 | Year1 |
| Year2 | 48388 | Year2 |
| Year3 | 236186 | Year3 |
| Total | 346275 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 30058 | CurrentYear |
| Year1 | 31643 | Year1 |
| Year2 | 48388 | Year2 |
| Year3 | 236186 | Year3 |
| Total | 346275 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 266 | CurrentYear |
| Year1 | 267 | Year1 |
| Year2 | 1357 | Year2 |
| Year3 | 5631 | Year3 |
| Total | 7521 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GERALD L HORST | ContributingManager |
| Contributing Manager | SUSAN M HORST | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
| Tot Grant Or Contri Paid During Year | 0 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $46 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,677 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,723 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3723 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GERALD L HORST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 CREEK ROAD | AddressLine1 |
| City | LITITZ | City |
| State | PA | State |
| ZIP Code | 17543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 20000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING FEES | Category |
| Amount | $1,940 | Amount |
| Net Investment Income | 150 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1790 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY FUNDS | NameOfStock |
| EOY Book Value | 2905 | EOYBookValue |
| EOYFMV | 2452 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVASION GROUP | 416 | 0 | 0 | 416 |
| CONFERENCES AND SEMINARS | 2315 | 0 | 0 | 2315 |
| COMPUTER SUPPLIES | 4920 | 0 | 0 | 4920 |
| MATERIALS AND BOOKS | 1432 | 0 | 0 | 1432 |
| OTHER MINISTRY EXPENSE | 5656 | 0 | 0 | 5656 |
| PROMOTION AND DEVELOPMENT | 1321 | 0 | 0 | 1321 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $72 | Amount |
| Net Investment Income | 72 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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