GEORGE & RITA PATTERSON FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & RITA PATTERSON FOUNDATION (EIN 25-6719662)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-20
- IRS object ID
- 201121719349100107
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-20T12:41:24-05:00 | 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 | MACK GERBERICH & ASSOCIATES PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6595 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17112 | 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 | 256719662 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE & RITA PATTERSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 7176529692 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 6595 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17112 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE PATTERSON JR | Name |
| Title | TRUSTEE | Title |
| Phone | 7176529692 | Phone |
| Date Signed | 2011-06-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER A GERBERICH | Name |
| Phone | 7176529692 | Phone |
| Date Prepared | 2011-06-20 | 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 | 5557287 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 45568 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 45568 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 168360 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13491333 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 168360 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1348 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1348 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 215282 | TotalRevenueAndExpenses |
| Total Net Investment Income | 215282 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5530 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 675 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 18415 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18415 | OtherProfFeesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 104 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 1874 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 990 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 25923 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 20080 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 277295 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 277295 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 303218 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 20080 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 277295 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -87936 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 195202 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16417 | CashBOY |
| Cash EOY | 275440 | CashEOY |
| Cash EOYFMV | 275440 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4602496 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3572623 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3572623 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 316370 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 269018 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 269018 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 609527 | InvestmentsCorpStockBOY |
| Investments Corp Bonds BOY | 132651 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1440206 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1440206 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5677461 | TotalAssetsBOY |
| Total Assets EOY | 5557287 | TotalAssetsEOY |
| Total Assets EOYFMV | 5557287 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 5677461 | RetainedEarningsBOY |
| Retained Earnings EOY | 5557287 | RetainedEarningsEOY |
| Total Net Assets BOY | 5677461 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5557287 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5677461 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5557287 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5677461 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -87936 | ExcessOfRevenueOverExpenses |
| Other Increases | 5112 | OtherIncreases |
| Subtotal | 5594637 | Subtotal |
| Other Decreases | 37350 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5557287 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (188 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 |
|---|---|---|---|---|---|---|---|
| VBS - 5000 CITIGROUP INC | P | 2010-03-09 | 2010-04-16 | 23002 | 19050 | 3952 | 3952 |
| WSI2-410-SH-PRICELINE COM INC NEW | P | 2010-03-17 | 2010-04-28 | 107437 | 100381 | 7056 | 7056 |
| WSI2-18.13-SH-ADMIRAL-TRSY MONEYMKT | P | 2009-12-01 | 2010-09-21 | 18 | 18 | ||
| WSI2-2.18-SH-VANGUARD MONEY MARKET | P | 2010-03-01 | 2010-09-21 | 2 | 2 | ||
| WSI2-675-SH-GOOGLE INC CL A | P | 2010-10-18 | 2010-11-12 | 408697 | 414657 | -5960 | -5960 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-01-31 | 32 | 32 | ||
| VGI-527380-GNMA-RETURN PRINC | P | 2002-01-22 | 2010-04-30 | 7 | 7 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-02-28 | 35 | 35 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-05-31 | 23 | 23 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-08-31 | 1367 | 1367 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-11-30 | 36 | 36 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-02-28 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-05-31 | 1511 | 1511 | ||
| VBS - 25000 CLOROX SR NT 4.2 | P | 2008-01-15 | 2010-01-15 | 25000 | 25000 | ||
| WSI2-1750-SH-SPDR GOLD TRUST ETF | P | 2010-04-23 | 2010-05-19 | 203260 | 198081 | 5179 | 5179 |
| WSI2-4.46-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-01-04 | 2010-09-21 | 4 | 4 | ||
| WSI2-2.41-SH-VANGUARD MONEY MARKET | P | 2010-04-01 | 2010-09-21 | 2 | 2 | ||
| WSI2-1600-SH-NETFLIX.COM INC | P | 2010-10-26 | 2010-11-15 | 268668 | 280380 | -11712 | -11712 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-02-28 | 33 | 33 | ||
| VGI-527380-GNMA-RETURN PRINC | P | 2002-01-22 | 2010-05-31 | 7 | 7 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-03-31 | 35 | 35 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-06-30 | 24 | 24 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-09-30 | 896 | 896 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-12-31 | 37 | 37 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-03-31 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-06-30 | 615 | 615 | ||
| VBS - 2000 FORD MOTOR COMPANY | P | 2010-04-14 | 2010-04-16 | 26961 | 26600 | 361 | 361 |
| WSI2-3925-SH-ISHARES RUSSELL 2000 ID | P | 2010-05-27 | 2010-06-04 | 249425 | 263051 | -13626 | -13626 |
| WSI2-4.25-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-02-01 | 2010-09-21 | 4 | 4 | ||
| WSI2-2.33-SH-VANGUARD MONEY MARKET | P | 2010-05-03 | 2010-09-21 | 2 | 2 | ||
| WSI2-4375-SH-BAIDU INC ADR | P | 2010-10-12 | 2010-11-16 | 475387 | 435448 | 39939 | 39939 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-03-31 | 724 | 724 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-01-31 | 6 | 6 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-04-30 | 35 | 35 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-07-31 | 23 | 23 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-10-31 | 1529 | 1529 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-01-31 | 4407 | 4407 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-04-30 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-07-31 | 462 | 462 | ||
| WSI - 150000 DH MGM MIRAGE INC NOTES | P | 2010-04-09 | 2010-09-15 | 150000 | 152045 | -2045 | -2045 |
| WSI2-1000-SH-APPLE INC | P | 2010-05-27 | 2010-06-07 | 255656 | 253304 | 2352 | 2352 |
| WSI2-3.84-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-03-01 | 2010-09-21 | 4 | 4 | ||
| WSI2-2.41-SH-VANGUARD MONEY MARKET | P | 2010-06-01 | 2010-09-21 | 2 | 2 | ||
| WSI2-1255-SH-PRICELINE COM INC NEW | P | 2010-10-12 | 2010-11-16 | 507029 | 421548 | 85481 | 85481 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-04-30 | 454 | 454 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-02-28 | 6 | 6 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-05-31 | 36 | 36 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-08-31 | 23 | 23 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-11-30 | 666 | 666 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-02-28 | 39 | 39 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-05-31 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-08-31 | 2930 | 2930 | ||
| WSI - 3870.74 VANGUARD FED MMF | P | 2010-03-26 | 2010-03-26 | 3871 | 3871 | ||
| WSI2-3455-SH-BAIDU INC ADR | P | 2010-06-02 | 2010-06-07 | 251127 | 262517 | -11390 | -11390 |
| WSI2-4.25-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-04-01 | 2010-09-21 | 4 | 4 | ||
| WSI2-4.03-SH-VANGUARD MONEY MARKET | P | 2010-07-01 | 2010-09-21 | 4 | 4 | ||
| WSI2-1430-SH-APPLE INC | P | 2010-11-22 | 2010-12-14 | 456738 | 447107 | 9631 | 9631 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-05-31 | 26 | 26 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-03-31 | 6 | 6 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-06-30 | 36 | 36 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-09-30 | 24 | 24 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-12-31 | 754 | 754 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-03-31 | 39 | 39 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-06-30 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-09-30 | 2576 | 2576 | ||
| WSI - 1143073.44 VANGUARD FED MMF | P | 2010-03-26 | 2010-03-26 | 1143054 | 1143073 | -19 | -19 |
| WSI2-2815-SH-SANDISK CORP | P | 2010-05-27 | 2010-06-07 | 125514 | 131552 | -6038 | -6038 |
| WSI2-4.11-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-05-03 | 2010-09-21 | 4 | 4 | ||
| WSI2-9.72-SH-VANGUARD MONEY MARKET | P | 2010-08-02 | 2010-09-21 | 10 | 10 | ||
| WSI2-1255-SH-PRICELINE COM INC NEW | P | 2010-11-22 | 2010-12-14 | 505925 | 526481 | -20556 | -20556 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-06-30 | 534 | 534 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-04-30 | 1699 | 1699 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-07-31 | 36 | 36 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-10-31 | 24 | 24 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-01-31 | 34 | 34 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-04-30 | 39 | 39 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-07-31 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-10-31 | 1082 | 1082 | ||
| WSI2 - SPDR GOLD TR - RETURN OF PRIN | P | 2010-05-07 | 2010-05-07 | 58 | 58 | ||
| WSI2-1500-SH-APPLE INC | P | 2010-06-15 | 2010-06-29 | 386140 | 388373 | -2233 | -2233 |
| WSI2-4.84-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-06-01 | 2010-09-21 | 5 | 5 | ||
| WSI2-11.95-SH-VANGUARD MONEY MARKET | P | 2010-09-01 | 2010-09-21 | 12 | 12 | ||
| WSI2-4375-SH-BAIDU INC ADR | P | 2010-12-03 | 2010-12-15 | 446477 | 476041 | -29564 | -29564 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-07-31 | 26 | 26 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-05-31 | 4 | 4 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-08-31 | 36 | 36 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-11-30 | 24 | 24 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-02-28 | 35 | 35 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-05-31 | 40 | 40 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-08-31 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-11-30 | 1714 | 1714 | ||
| WSI2-2300-SH-MIDCAP 400 IDX SPDR TR | P | 2009-11-09 | 2010-01-21 | 307843 | 291636 | 16207 | 16207 |
| WSI2-3475-SH-BAIDU INC ADR | P | 2010-06-15 | 2010-06-29 | 239626 | 260649 | -21023 | -21023 |
| WSI2-6.03-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-07-01 | 2010-09-21 | 6 | 6 | ||
| WSI2-1430-SH-APPLE INC | P | 2010-09-16 | 2010-09-28 | 406899 | 395404 | 11495 | 11495 |
| WSI2-1485-SH-NETFLIX.COM INC | P | 2010-12-21 | 2010-12-30 | 266045 | 275817 | -9772 | -9772 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-08-31 | 26 | 26 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-06-30 | 4 | 4 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-09-30 | 36 | 36 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-12-31 | 24 | 24 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-03-31 | 35 | 35 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-06-30 | 40 | 40 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-09-30 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-12-31 | 1187 | 1187 | ||
| WSI2-1495-SH-AMAZON COM INC | P | 2010-01-08 | 2010-01-22 | 186087 | 199330 | -13243 | -13243 |
| WSI2-1005-SH-APPLE INC | P | 2010-07-07 | 2010-07-13 | 253932 | 260036 | -6104 | -6104 |
| WSI2-4.33-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-08-02 | 2010-09-21 | 4 | 4 | ||
| WSI2-3100-SH-VMWARE INC CLASS A | P | 2010-09-02 | 2010-10-04 | 255960 | 257342 | -1382 | -1382 |
| WSI2-500000-SH-ADMIRAL-TRSY MONEYMKT | P | 2008-09-17 | 2010-09-21 | 499982 | 500001 | -19 | -19 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-09-30 | 26 | 26 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-07-31 | 5 | 5 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-10-31 | 37 | 37 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-01-31 | 99 | 99 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-04-30 | 35 | 35 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-07-31 | 40 | 40 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-10-31 | 6 | 6 | ||
| WSI2-6700-SH-POWERSHARES QQQ SER1 ET | P | 2009-11-09 | 2010-01-22 | 301711 | 291314 | 10397 | 10397 |
| WSI2-8850-SH-POWERSHARES QQQ SER1 ET | P | 2010-07-07 | 2010-07-19 | 390661 | 389180 | 1481 | 1481 |
| WSI2-7.1-SH-ADMIRAL-TRSY MONEYMKT | P | 2010-09-01 | 2010-09-21 | 7 | 7 | ||
| WSI2-1500-SH-VMWARE INC CLASS A | P | 2010-09-24 | 2010-10-04 | 123852 | 132633 | -8781 | -8781 |
| WSI2-283000-SH-VANGUARD MONEY MARKET | P | 2008-09-17 | 2010-09-21 | 282981 | 283000 | -19 | -19 |
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-10-31 | 26 | 26 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-08-31 | 4 | 4 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-11-30 | 37 | 37 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-02-28 | 109 | 109 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-05-31 | 35 | 35 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-08-31 | 40 | 40 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-11-30 | 6 | 6 | ||
| WSI2-515-SH-GOOGLE INC CL A | P | 2010-03-10 | 2010-03-15 | 287409 | 292872 | -5463 | -5463 |
| WSI2-985-SH-APPLE INC | P | 2010-07-27 | 2010-08-11 | 246248 | 258288 | -12040 | -12040 |
| WSI2-36.62-SH-VANGUARD MONEY MARKET | P | 2009-10-01 | 2010-09-21 | 37 | 37 | ||
| WSI2-4375-SH-BAIDU INC ADR | P | 2010-09-20 | 2010-10-06 | 429842 | 392283 | 37559 | 37559 |
| WSI2-55.86-SH-VANGUARD MONEY MARKET | P | 2009-05-01 | 2010-09-21 | 56 | 56 | ||
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-11-30 | 26 | 26 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-09-30 | 7 | 7 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-12-31 | 37 | 37 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-03-31 | 114 | 114 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-06-30 | 35 | 35 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-09-30 | 5729 | 5729 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-12-31 | 6 | 6 | ||
| WSI2-2100-SH-BUCYRUS INTERNATIONL IN | P | 2010-03-23 | 2010-04-19 | 139493 | 145287 | -5794 | -5794 |
| WSI2-2575-SH-SALESFORCE.COM | P | 2010-07-23 | 2010-08-19 | 251465 | 257095 | -5630 | -5630 |
| WSI2-20.72-SH-VANGUARD MONEY MARKET | P | 2009-11-02 | 2010-09-21 | 21 | 21 | ||
| WSI2-2855-SH-F5 NETWORKS INC | P | 2010-08-02 | 2010-10-06 | 295950 | 255406 | 40544 | 40544 |
| WSI2-279.22-SH-VANGUARD MONEY MARKET | P | 2009-06-01 | 2010-09-21 | 279 | 279 | ||
| VGI-3013-GNMA-RETURN PRINC | P | 2002-05-17 | 2010-12-31 | 408 | 408 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-10-31 | 4 | 4 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-01-31 | 25 | 25 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-04-30 | 787 | 787 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-07-31 | 36 | 36 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-10-31 | 32 | 32 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-01-31 | 3683 | 3683 | ||
| WSI2-1000-SH-GREEN MOUNTAIN COFFEE | P | 2010-04-08 | 2010-04-20 | 84090 | 96655 | -12565 | -12565 |
| WSI2-825-SH-PRICELINE COM INC NEW | P | 2010-08-05 | 2010-08-24 | 241249 | 240172 | 1077 | 1077 |
| WSI2-13.33-SH-VANGUARD MONEY MARKET | P | 2009-12-01 | 2010-09-21 | 13 | 13 | ||
| WSI2-1750-SH-NETFLIX.COM INC | P | 2010-09-08 | 2010-10-06 | 264625 | 254802 | 9823 | 9823 |
| WSI2-73.15-SH-VANGUARD MONEY MARKET | P | 2009-07-01 | 2010-09-21 | 73 | 73 | ||
| VGI-527380-GNMA-RETURN PRINC | P | 2002-01-22 | 2010-01-31 | 7 | 7 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-11-30 | 4 | 4 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-02-28 | 1611 | 1611 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-05-31 | 2260 | 2260 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-08-31 | 36 | 36 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-11-30 | 31 | 31 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-02-28 | 1755 | 1755 | ||
| WSI2-1475-SH-AMAZON COM INC | P | 2010-03-25 | 2010-04-27 | 209614 | 200159 | 9455 | 9455 |
| WSI2-1430-SH-APPLE INC | P | 2010-09-13 | 2010-09-15 | 383436 | 383217 | 219 | 219 |
| WSI2-5.7-SH-VANGUARD MONEY MARKET | P | 2010-01-04 | 2010-09-21 | 6 | 6 | ||
| WSI2-1255-SH-PRICELINE COM INC NEW | P | 2010-09-01 | 2010-10-06 | 416548 | 383506 | 33042 | 33042 |
| WSI2-43.13-SH-VANGUARD MONEY MARKET | P | 2009-08-03 | 2010-09-21 | 43 | 43 | ||
| VGI-527380-GNMA-RETURN PRINC | P | 2002-01-22 | 2010-02-28 | 7 | 7 | ||
| VGI-529426-GNMA-RETURN PRINC | P | 2001-10-31 | 2010-12-31 | 4 | 4 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-03-31 | 23 | 23 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-06-30 | 1753 | 1753 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-09-30 | 36 | 36 | ||
| VGI-580131-GNMA-RETURN PRINC | P | 2002-09-06 | 2010-12-31 | 31 | 31 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-03-31 | 1507 | 1507 | ||
| WSI2-820-SH-PRICELINE COM INC NEW | P | 2010-03-08 | 2010-04-28 | 214873 | 196147 | 18726 | 18726 |
| WSI2-27.5-SH-ADMIRAL-TRSY MONEYMKT | P | 2009-11-02 | 2010-09-21 | 28 | 28 | ||
| WSI2-2.61-SH-VANGUARD MONEY MARKET | P | 2010-02-01 | 2010-09-21 | 3 | 3 | ||
| WSI2-1430-SH-APPLE INC | P | 2010-10-05 | 2010-11-12 | 441430 | 412224 | 29206 | 29206 |
| WSI2-36.35-SH-VANGUARD MONEY MARKET | P | 2009-09-01 | 2010-09-21 | 36 | 36 | ||
| VGI-527380-GNMA-RETURN PRINC | P | 2002-01-22 | 2010-03-31 | 7 | 7 | ||
| VGI-533597-GNMA-RETURN PRINC | P | 2001-01-17 | 2010-01-31 | 35 | 35 | ||
| VGI-544003-GNMA-RETURN PRINC | P | 2001-02-16 | 2010-04-30 | 23 | 23 | ||
| VGI-552966-GNMA-RETURN PRINC | P | 2002-11-20 | 2010-07-31 | 714 | 714 | ||
| VGI-572441-GNMA-RETURN PRINC | P | 2001-11-08 | 2010-10-31 | 36 | 36 | ||
| VGI-588965-GNMA-RETURN PRINC | P | 2002-09-01 | 2010-01-31 | 6 | 6 | ||
| VGI-603371-GNMA-RETURN PRINC | P | 2002-12-12 | 2010-04-30 | 1705 | 1705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 168360 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 168261 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 244971 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5503285 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044514 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 283096 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5009581 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056511 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 269807 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5691775 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047403 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 258282 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5468770 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047229 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 239148 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5212613 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045879 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241536 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048307 | AverageDistributionRatio |
| Net Noncharitable Assets | 5597659 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 270406 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1952 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 272358 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 277295 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1952 | InvestmentIncomeExciseTax |
| Subtotal | 1952 | Subtotal |
| Tax Based On Investment Income | 1952 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2442 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2442 | TotalCreditsAndPayments |
| Overpayment | 490 | Overpayment |
| Amount Credited To Next Year | 490 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACK GERBERICH & ASSOC PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7176529692 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5709 LINGLESTOWN ROAD | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17112 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE PATTERSON JR | ||||||||
| 7 GRAND ANACAPRI DRIVE | HENDERSON | NV | 89011 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| NATHANIEL J PATTERSON III | ||||||||
| 3 BRANDY CIRCLE | CAMP HILL | PA | 17011 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| M GERALYN P HEMPT | ||||||||
| 101 SPANGLER MILLS DRIVE | NEW CUMBERLAND | PA | 17070 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| M SHARON P TURNER | ||||||||
| 711 INDIANA AVENUE | LEMOYNE | PA | 17043 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAKING GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS ORGANIZATIONS DESCRIBED IN THE IRC SECTION 501(C)(3). | Description1 |
| Expenses1 | 277295 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2545581 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3137322 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5682903 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5682903 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 85244 | CashDeemedCharitable |
| Net Noncharitable Assets | 5597659 | NetNoncharitableAssets |
| Minimum Investment Return | 279883 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 279883 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1952 | TaxBasedOnInvestmentIncome |
| Total Tax | 1952 | TotalTax |
| Distributable Amount Before Adj | 277931 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 277931 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 277931 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 277295 | ExpensesAndContributions |
| Qualifying Distributions | 277295 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1952 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 275343 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 277931 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 272766 | UndistributedIncomePriorYear |
| Qualifying Distributions | 277295 | QualifyingDistributions |
| Applied To Year1 | 272766 | AppliedToYear1 |
| Applied To Current Year | 4529 | AppliedToCurrentYear |
| Undistributed Income CY | 273402 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | CHARITABLE ORGANIZATIONS, AS DESCRIBED IN THE IRC SECTION 501 (C)(3, TO RECEIVE GRANTS FROM FOUNDATION WILL BE SELECTED BY THE FOUNDATION'S TRUSTEES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BETHESDA MISSION | |||||||||
| 2101 N FRONT ST | BLDG 1-301 | HARRISBUG | PA | 17110 | NONE | 501(C)(3) | CONTRIBUTION | $2,500 | |
| BOYS&GIRLS CLBSCNTRL FL | |||||||||
| 801 N MAGNOLIA AVE | SUITE 305 | ORLANDO | FL | 32803 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 | |
| CAMP HILL LION FOUNDATION | |||||||||
| 2627 CHESTNUT ST | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | CONTRIBUTION | $8,000 | ||
| CNTRL PENN COLLG EDU FDN | |||||||||
| PO BOX 309 | SUMMERDALE | PA | 17093 | NONE | 501(C)(3) | CONTRIBUTION | $500 | ||
| CATHOLIC DIOCESEHARRSBRG | |||||||||
| 4800 UNION DEPOSIT ROAD | HARRISBURG | PA | 17111 | NONE | 501(C)(3) | CONTRIBUTION | $15,000 | ||
| CHURCH GOOD SHEPHERD | |||||||||
| 3435 TRINDLE ROAD | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 | ||
| CLEVE J FREDRICKSEN LIBRY | |||||||||
| 100 N 19TH STREET | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | CONTRIBUTION | $16,780 | ||
| COMMONWEALTH FOUNDATION | |||||||||
| 225 STATE STREET | SUITE 302 | HARRISBURG | PA | 17101 | NONE | 501(C)(3) | CONTRIBUTION | $2,000 | |
| FREEDOM WORKS FOUNDATION | |||||||||
| 601 PENNSYLVANIA AVE NW | N BLDG 700 | WASHINGTON | DC | 20004 | NONE | 501(C)(3) | CONTRIBUTION | $10,000 | |
| HOSPICE OF CENTRAL PA | |||||||||
| PO BOX 266 | ENOLA | PA | 17025 | NONE | 501(C)(3) | CONTRIBUTION | $3,200 | ||
| JOSHUA GROUP | |||||||||
| 1442 MARKET STREET | HARRISBURG | PA | 17103 | NONE | 501(C)(3) | CONTRIBUTION | $2,000 | ||
| JDRF - CENTRAL PA CHAPTER | |||||||||
| 717 MARKET ST | SUITE 108 | LEMOYNE | PA | 17043 | NONE | 501(C)(3) | CONTRIBUTION | $10,150 | |
| LANDMARK LEGAL FOUNDATION | |||||||||
| 3100 BROADWAY | SUITE 1210 | KANSAS CITY | MO | 64111 | NONE | 501(C)(3) | CONTRIBUTION | $5,000 | |
| NEW BIRTHFREEDM COUNBSA | |||||||||
| ONE BADEN-POWELL LANE | MECHANICSBURG | PA | 17050 | NONE | 501(C)(3) | CONTRIBUTION | $475 | ||
| PENN STATE DIABETES CNTR | |||||||||
| PO BOX 852 | SUITE 1103 ASB | HERSHEY | PA | 17033 | NONE | 501(C)(3) | CONTRIBUTION | $5,000 | C/O OFFICE OF UNIVERSITY DEVELOPMENT |
| ST BENEDICT THE ABBOT CH | |||||||||
| 1300 LEHMAN STREET | LEBANON | PA | 17046 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 | ||
| ST FRANCISASSISI CHURCH | |||||||||
| 1439 MARKET STREET | HARRISBURG | PA | 17103 | NONE | 501(C)(3) | CONTRIBUTION | $20,000 | ||
| ST JOSEPH SCHOOL | |||||||||
| 420 EAST SIMPSON STREET | MECHANICSBURG | PA | 17055 | NONE | 501(C)(3) | CONTRIBUTION | $23,500 | ||
| THE HERITAGE FDN | |||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | CONTRIBUTION | $52,000 | ||
| THE JANUS SCHOOL | |||||||||
| 205 LEFEVER ROAD | MOUNT JOY | PA | 17552 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 | ||
| THE SILENCE OF MARY HOME | |||||||||
| 20 ERFORD ROAD | SUITE 302 | LEMOYNE | PA | 17043 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 | |
| TRINITY HIGH SCHOOL | |||||||||
| 3601 SIMPSON FERRY RD | CAMP HILL | PA | 17011 | NONE | 501(C)(3) | CONTRIBUTION | $6,000 | ||
| UNITED WAYCAPITAL REGION | |||||||||
| 2235 MILLENNIUM WAY | ENOLA | PA | 17025 | NONE | 501(C)(3) | CONTRIBUTION | $74,190 | ||
| VILLANOVA UNIVERSITY | |||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | NONE | 501(C)(3) | CONTRIBUTION | $15,000 | ||
| YWCA OF GREATER HARRISBRG | |||||||||
| 1101 MARKET STREET | HARRISBURG | PA | 17103 | NONE | 501(C)(3) | CONTRIBUTION | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 277295 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $45,568 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $168,360 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2009 990-PF REFUND | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,348 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $215,282 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 215282 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,530 | Amount |
| Net Investment Income | 675 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| GEORGE PATTERSON JR |
| NATHANIEL J PATTERSON III |
| M GERALYN P HEMPT |
| M SHARON P TURNER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VGI 2 CORPORATE BONDS | 54335 | 54335 |
| VGI 2 S/T BOND INDEX FUND | 55356 | 55356 |
| WSI CORPORATE BONDS | 1075515 | 1075515 |
| WSI CORPORATE MTG BACKED SECURITIES | 255000 | 255000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WSI - STOCK | NameOfStock |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 269018 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 269018 | USGovtSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN(LOSS) - VBS 2 US TRSY INFL INDX | $821 |
| UNREALIZED GAIN(LOSS) - WSI 2 - STOCK | $26,576 |
| UNREALIZED GAIN(LOSS) - WSI - FIXED INCOME SECUR | $9,953 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| NON DED PORTION OF CONTRIB | 875 | |
| OFFICE SUPPLIES | 999 | 990 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2009 990-PF REFUND | Description |
| Revenue And Expenses Per Books | 1348 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1348 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN(LOSS) - VBS 2 - ST BD INDX | $660 |
| UNREALIZED GAIN(LOSS) - VBS 2 - CORP BDS | $186 |
| UNREALIZED GAIN(LOSS) - VBS 2 - AGENCY SECURITIES | $4,266 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $18,415 | Amount |
| Net Investment Income | 18415 | NetInvestmentIncome |
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