LONG FAMILY EDUCATIONAL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LONG FAMILY EDUCATIONAL FOUNDATION (EIN 22-2719260)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-07
- IRS object ID
- 201231289349100323
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-07T14:52:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231311005 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYER & RITTER | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 HOUSE AVENUE | AddressLine1 |
| City | CAMP HILL | City |
| State | PA | State |
| ZIP Code | 17011 | 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 | 222719260 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONG FAMILY EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LONG | NameControl |
| Phone | 7172435757 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BELVEDERE STREET | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17013 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT F LONG | Name |
| Title | TRUSTEE | Title |
| Phone | 7172435757 | Phone |
| Date Signed | 2012-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J MENEAR | Name |
| PTIN | P00075073 | PTIN |
| Phone | 7177617210 | 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 | 6409260 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 160742 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 160742 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -19744 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 557794 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1140998 | TotalRevenueAndExpenses |
| Total Net Investment Income | 160742 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 13372 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3701 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 17027 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 35600 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1280990 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1280990 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1316590 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1280990 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -175592 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 160742 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13959 | CashBOY |
| Cash EOY | 1454 | CashEOY |
| Cash EOYFMV | 1454 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1235883 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1197939 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1197939 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3688579 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3358154 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4034972 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1014750 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1220032 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1174895 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5953171 | TotalAssetsBOY |
| Total Assets EOY | 5777579 | TotalAssetsEOY |
| Total Assets EOYFMV | 6409260 | 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 | 5953171 | RetainedEarningsBOY |
| Retained Earnings EOY | 5777579 | RetainedEarningsEOY |
| Total Net Assets BOY | 5953171 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5777579 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5953171 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5777579 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5953171 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -175592 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5777579 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5777579 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|
| AEGON (AEF) | 2011-05-13 | 171020 | 155788 | 15232 | 15232 | |
| AEGON (AEF) | 2011-05-13 | 75450 | 68730 | 6720 | 6720 | P |
| AEGON (AEF) | 2011-05-13 | 17612 | 16037 | 1575 | 1575 | |
| AEGON (AEF) | 2517 | 2291 | 226 | 226 | ||
| AEGON (AEF) | 17619 | 16037 | 1582 | 1582 | ||
| AEGON (AEF) | 5036 | 4582 | 454 | 454 | ||
| AEGON (AEF) | 2519 | 2291 | 228 | 228 | ||
| AEGON (AEF) | 25180 | 22910 | 2270 | 2270 | ||
| AEGON (AEF) | 5038 | 4582 | 456 | 456 | ||
| AEGON (AEF) | 12595 | 11455 | 1140 | 1140 | ||
| AEGON (AEF) | 12600 | 11455 | 1145 | 1145 | ||
| AEGON (AEF) | 2521 | 2291 | 230 | 230 | ||
| AEGON (AEF) | 5044 | 4582 | 462 | 462 | ||
| AEGON (AEF) | 10084 | 9164 | 920 | 920 | ||
| AEGON (AEF) | 7563 | 6873 | 690 | 690 | ||
| AEGON (AEF) | 25220 | 22910 | 2310 | 2310 | ||
| AEGON (AEF) | 15132 | 13746 | 1386 | 1386 | ||
| AEGON (AEF) | 2522 | 2291 | 231 | 231 | ||
| AEGON (AEF) | 2525 | 2291 | 234 | 234 | ||
| AEGON (AEF) | 40368 | 36656 | 3712 | 3712 | ||
| AEGON (AEF) | 5048 | 4582 | 466 | 466 | ||
| AEGON (AEF) | 2524 | 2291 | 233 | 233 | ||
| AEGON (AEF) | 2524 | 2291 | 233 | 233 | ||
| AEGON (AEF) | 5052 | 4582 | 470 | 470 | ||
| AEGON (AEF) | 5050 | 4582 | 468 | 468 | ||
| AEGON (AEF) | 10104 | 9164 | 940 | 940 | ||
| AEGON (AEF) | 5054 | 4582 | 472 | 472 | ||
| AEGON (AEF) | 2528 | 2291 | 237 | 237 | ||
| AEGON (AEF) | 2528 | 2291 | 237 | 237 | ||
| AEGON (AEF) | 5058 | 4582 | 476 | 476 | ||
| BERKSHIRE HATHAWAY INC CL B | 12132 | 13413 | -1281 | -1281 | ||
| BERKSHIRE HATHAWAY INC CL B | 32353 | 35768 | -3415 | -3415 | ||
| BERKSHIRE HATHAWAY INC CL B | 8048 | 8942 | -894 | -894 | ||
| AMERICAN INTL GROUP (AIG) | 1626 | 61215 | -59589 | -59589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -19744 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 159500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5959392 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026764 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 113233 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3077720 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.036791 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 121313 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4019021 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030185 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 203018 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3489970 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058172 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 141585 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2358767 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060025 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.211937 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042387 | AverageDistributionRatio |
| Net Noncharitable Assets | 6313120 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 267594 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1607 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 269201 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1280990 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1607 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1607 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1607 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9480 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9480 | TotalCreditsAndPayments |
| Overpayment | 7873 | Overpayment |
| Amount Credited To Next Year | 7873 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | 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 Person Name | ROBERT F LONG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7172435757 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17013 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT F LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| KATHERINE LONG | ||||||||
| 300 BELVEDERE STREET | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| BENJAMIN JAMES | ||||||||
| 104 STRAYER DRIVE | CARLISLE | PA | 17013 | TRUSTEE | 0.00 | 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 | CONTRIBUTIONS AND GRANTS TO CHARITIES AND EDUCATIONAL INSTITUTIONS | Description1 |
| Expenses1 | 1280990 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5209866 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1199393 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6409259 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6409259 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 96139 | CashDeemedCharitable |
| Net Noncharitable Assets | 6313120 | NetNoncharitableAssets |
| Minimum Investment Return | 315656 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 315656 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1607 | TaxBasedOnInvestmentIncome |
| Total Tax | 1607 | TotalTax |
| Distributable Amount Before Adj | 314049 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 314049 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 314049 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1280990 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1280990 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1607 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1279383 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 314049 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 133378 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1280990 | QualifyingDistributions |
| Applied To Year1 | 133378 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 314049 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 833563 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 833563 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 833563 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 833563 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF INDEPENDENT COLLEGES | |||||||||||
| 101 NORTH FRONT ST | HARRISBURG | PA | 17101 | NONE | 501 C3 | GENERAL | $500 | ||||
| CARLISLE AREA FAMILY LIFE CENTER | |||||||||||
| 155 N HANOVER ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 | ||||
| CUMBERLAND PERRY ARC | |||||||||||
| 71 ASHLAND AVENUE | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| DIAKON LUTHERAN SOCIAL MINISTRIES | |||||||||||
| 1 SOUTH HOME AVENUE | TOPTON | PA | 19562 | NONE | 501 C3 | GENERAL | $5,000 | ||||
| DICKINSON COLLEGE | |||||||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| FORDHAM UNIVERSITY | |||||||||||
| 557 EAST FORDHAM ROAD | BRONX | NY | 10458 | NONE | 501 C3 | GENERAL | $1,153,000 | ||||
| FRIENDS OF CARLISLE THEATRE | |||||||||||
| 40 WEST HIGH STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | CAPITAL CAMPAIGN | $2,000 | ||||
| HOLY FAMILY CHURCH | |||||||||||
| 1080 WEST ROOSEVELT RD | CHICAGO | IL | 60608 | NONE | 501 C3 | CHURCH | $2,000 | ||||
| REACH BEYOND DOMESTIC VIOLENCE | |||||||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| SALVATION ARMY | |||||||||||
| 20 E POMFRET ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| ST JOSEPH MEDICAL FOUNDATION | |||||||||||
| 314 PENN ST | READING | PA | 19603 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| ST PATRICK CHURCH | |||||||||||
| 87 MARSH DR | CARLISLE | PA | 17015 | NONE | 501 C3 | GENERAL | $73,115 | ||||
| STRONG KIDS | |||||||||||
| 311 SOUTH WEST STREET | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,500 | ||||
| TRINITY HIGH SCHOOL | |||||||||||
| 3601 SIMPSON FERRY ROAD | CAMP HILL | PA | 17011 | NONE | 501 C3 | GENERAL | $8,000 | ||||
| VILLANOVA | |||||||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | 501 C3 | GENERAL | $3,000 | ||||
| CATHOLIC CHARITIES | |||||||||||
| 4800 UNION DEPOSIT RD | HARRISBURG | PA | 17111 | NONE | 501 C3 | GENERAL | $2,125 | ||||
| CENTRAL PA YOUTH BALLET | |||||||||||
| 5 NORTH ORANGE ST SUITE 3 | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,200 | ||||
| CHANNELS FOOD RESCUE | |||||||||||
| 3305 NORTH 6TH STREET | HARRISBURG | PA | 17110 | NONE | 501 C3 | GENERAL | $5,000 | ||||
| CHRIST THE KING SCHOOL | |||||||||||
| 164 HOPKINS AVE | HADDONFIELD | NJ | 08033 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| CUMBERLAND COUNTY HISTORICAL SOCIETY | |||||||||||
| 21 NORTH PITT ST | CARLISLE | PA | 17013 | NONE | 501 C3 | GENERAL | $1,000 | ||||
| DIOCESE OF HARRISBURG | |||||||||||
| 4800 UNION DEPOSIT RD | HARRISBURG | PA | 17111 | NONE | 501 C3 | GENERAL | $200 | ||||
| INNER CITY SCHOLARSHIP FUND | |||||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | NONE | 501 C3 | GENERAL | $250 | ||||
| SCRANTON PREP | |||||||||||
| 1000 WYOMING AVE | SCRANTON | PA | 18509 | NONE | 501 C3 | GENERAL | $1,000 | ||||
| SISTERS OF ST JOSEPH - BANGOR MAINE | |||||||||||
| 268 STILLWATER AVE | BANGOR | ME | 04402 | NONE | 501 C3 | GENERAL | $2,000 | ||||
| SISTERS OF ST JOSEPH - LYON FRANCE | |||||||||||
| NONE | 501 C3 | GENERAL | $2,000 | 26 RUE DES CHARTREUX | LYON | FR | 69001 | ||||
| ST MARTIN OF TOURS - WORLD YOUTH | |||||||||||
| NONE | 501 C3 | GENERAL | $100 | 29 CADOGAN TERRACE | LONDON | UK | E9 5EG | ||||
| SUSQUEHANNA VALLEY CTR FOR PUBLIC POLICIES | |||||||||||
| PO BOX 338 | HERSHEY | PA | 17033 | NONE | 501 C3 | GENERAL | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1280990 | 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 | $160,742 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$19,744 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $140,998 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 140998 | 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 | ROBERT F LONG | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 39 | AddressLine1 |
| City | CARLISLE | City |
| State | PA | State |
| ZIP Code | 17013 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOYER & RITTER | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE AND FOREIGN BONDS | NameOfBond |
| EOY Book Value | 1220032 | EOYBookValue |
| EOYFMV | 1174895 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 3358154 | EOYBookValue |
| EOYFMV | 4034972 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | Category |
| Amount | $13,372 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TRUSTEE FEES | $3,085 | 0 | 0 |
| REGISTERED AGENT | $616 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 PAYMENT OF TAXES | $7,547 | 0 | 0 |
| 2011 ESTIMATED TAXES | $9,480 | 0 | 0 |
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