W DALE BROUGHER FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- W DALE BROUGHER FOUNDATION INC (EIN 52-1499358)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-08
- IRS object ID
- 201111899349100701
- Schema version
- 2010v3.2
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-08T14:05:19-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAMBAUGH NESS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 EASTERN BLVD STE 101 | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174022916 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521499358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE W DALE BROUGHER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WDAL | NameControl |
| Phone | 7178452959 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COUNTRY CLUB ROAD | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 17403 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NANCY M BROUGHER | Name |
| Title | VICE-PRESIDENT | Title |
| Phone | 7178452959 | Phone |
| Date Signed | 2011-06-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOLLEEN E BIESECKER CPA | Name |
| Phone | 7177576999 | Phone |
| Date Prepared | 2011-06-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 3317017 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5662 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 181233 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 181233 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10183 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 453718 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10183 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 197078 | TotalRevenueAndExpenses |
| Total Net Investment Income | 191416 | 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 | 120 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 60 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 60 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1000 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3098 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 247 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 247 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5615 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1210 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1307 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1103965 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1103965 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1109580 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1210 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1105272 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -912502 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 190206 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 831712 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 358875 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 358875 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 3310355 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2752632 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2921122 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 118058 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 37020 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4142067 | TotalAssetsBOY |
| Total Assets EOY | 3229565 | TotalAssetsEOY |
| Total Assets EOYFMV | 3317017 | 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 | 4142067 | RetainedEarningsBOY |
| Retained Earnings EOY | 3229565 | RetainedEarningsEOY |
| Total Net Assets BOY | 4142067 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3229565 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4142067 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3229565 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4142067 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -912502 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3229565 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3229565 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| BELLSOUTH CAP FUND 7.75% | 2001-01-03 | 2010-02-16 | 150000 | 150000 | 0 | 0 | |
| FORTUNE BRANDS 4.87% | 2005-05-09 | 2010-02-26 | 103717 | 99335 | 4382 | 4382 | |
| NM MERRILL LYNCH&CO | 2005-11-03 | 2010-11-04 | 200000 | 194200 | 5800 | 5800 | |
| BOWATER INCORPORATED RTS | 2010-08-21 | 2010-10-25 | 0 | 0 | P | ||
| CAPITAL GAINS DIVIDENDS | 1 | 1 | 1 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10183 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1005208 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4416057 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.227626 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 378917 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4870356 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.077801 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 612609 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5250763 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.116670 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 681651 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5604210 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.121632 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 475127 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6012360 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.079025 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.622754 | TotalDistributionRatio |
| Average Distribution Ratio | 0.124551 | AverageDistributionRatio |
| Net Noncharitable Assets | 3488018 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 434436 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1902 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 436338 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1105272 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1902 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1902 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1902 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2300 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2500 | TaxPaidWithExtension |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Overpayment | 2898 | Overpayment |
| Amount Credited To Next Year | 2898 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY MBROUGHER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7178452959 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COUNTRY CLUB ROAD | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 17403 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| W DALE BROUGHER | ||||||||
| 1200 COUNTRY CLUB ROAD | YORK | PA | 17403 | PRESIDENT/TREASURER | 3.00 | 0 | 0 | 0 |
| NANCY BROUGHER | ||||||||
| 1200 COUNTRY CLUB ROAD | YORK | PA | 17403 | VICE-PRESIDENT/SECRETARY | 3.00 | 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 |
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 | 2929229 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 611906 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3541135 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3541135 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 53117 | CashDeemedCharitable |
| Net Noncharitable Assets | 3488018 | NetNoncharitableAssets |
| Minimum Investment Return | 174401 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 174401 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1902 | TaxBasedOnInvestmentIncome |
| Total Tax | 1902 | TotalTax |
| Distributable Amount Before Adj | 172499 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 172499 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 172499 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1105272 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1105272 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1902 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1103370 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 172499 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 181469 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 408172 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 356213 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 141298 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 788963 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1876115 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1105272 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 172499 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 932773 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 2808888 | 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 | 181469 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2627419 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 408172 | ExcessFromYear4 |
| Excess From Year3 | 356213 | ExcessFromYear3 |
| Excess From Year2 | 141298 | ExcessFromYear2 |
| Excess From Year1 | 788963 | ExcessFromYear1 |
| Excess From Current Year | 932773 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADOPT A FAMILY | |||||||
| 1712 SECOND AVENUE | LAKE WORTH | FL | 33460 | NONE | PUBLIC | GENERAL | $5,000 |
| CRISPUS ATTUCKS ASSOCIATION INC | |||||||
| 605 SOUTH DUKE STREET | YORK | PA | 17403 | NONE | PUBLIC | GENERAL | $20,000 |
| CULTURAL ALLIANCE | |||||||
| 14 WEST MARKET ST | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $20,000 |
| DARTMOUTH COLLEGE FUND | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037553555 | NONE | PUBLIC | GENERAL | $50,000 |
| DREAMWRIGHTS YOUTH & FAMILY THEATRE | |||||||
| 100 CARLISLE AVENUE | YORK | PA | 17404 | NONE | PUBLIC | GENERAL | $80,000 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 225 EAST MARKET ST | YORK | PA | 17403 | NONE | PUBLIC | GENERAL | $1,600 |
| LOGOS ACADEMY | |||||||
| 225 EAST MARKET ST | YORK | PA | 17402 | NONE | PUBLIC | GENERAL | $250,165 |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| PO BOC 286 | PALM BEACH | FL | 334809972 | NONE | PUBLIC | GENERAL | $1,000 |
| PEDDIE SCHOOL ANNUAL FUND | |||||||
| PO BOX A | HIGHTSTOWN | NJ | 08520 | NONE | PUBLIC | GENERAL | $350,000 |
| PEGGY ADAMS ANIMAL RESCUE | |||||||
| 3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC | GENERAL | $5,000 |
| SOCIETY OF THE FOUR ARTS | |||||||
| FOUR ARTS PLAZA | PALM BEACH | FL | 334809972 | NONE | PUBLIC | GENERAL | $26,200 |
| STRAND CAPITAL | |||||||
| 50 NORTH GEORGE STREET | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $150,000 |
| UNITED WAY | |||||||
| 800 E KING STREET | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $25,000 |
| YMCA OF YORK COUNTY | |||||||
| 90 NORTH NEWBERRY ST | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $87,500 |
| YORK HEALTH FOUNDATION | |||||||
| 20 WEST MARKET STREET | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $25,000 |
| YORK SCORE CHAPTER 441 | |||||||
| 2101 PENNSYLVANIA AVENUE | YORK | PA | 17404 | NONE | PUBLIC | GENERAL | $1,500 |
| PA NATIONAL HORSE SHOW FOUNDATION | |||||||
| 720 LIMEKILN ROAD | NEW CUMBERLAND | PA | 17070 | NONE | PUBLIC | GENERAL | $1,000 |
| JUNIOR LEAGUE OF YORK | |||||||
| 166 W MARKET STREET | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $2,500 |
| YORK CO SPCA | |||||||
| 3159 SUSQUEHANNA TRAIL NORTH | YORK | PA | 17406 | NONE | PUBLIC | GENERAL | $1,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| 140 N BEAVER STREET | YORK | PA | 17401 | NONE | PUBLIC | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1103965 | 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 | $181,233 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,183 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $191,416 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 191416 | 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 | W DALE BROUGHER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 COUNTRY CLUB ROAD | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 17403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5662 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1000 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 2752632 | EOYBookValue |
| EOYFMV | 2921122 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 118058 | BookValue |
| EOYFMV | 37020 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $120 | Amount |
| Net Investment Income | 60 | NetInvestmentIncome |
| Disbursements Charitable Prps | 60 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $3,098 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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