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MIDDLESWARTH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MIDDLESWARTH FOUNDATION (EIN 20-2033335)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349104611
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T16:46:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455012510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER DREESE ELSASSER & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1372 N SUSQUEHANNA TRL STE 210 | AddressLine1Txt |
| City | SELINSGROVE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202033335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MIDDLESWARTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 5708371431 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVID MIDDLESWARTH 250 FURNACE ROA | AddressLine1Txt |
| City | MIDDLEBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17842 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID B MIDDLESWARTH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5708371431 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSELYN Y O'CONNOR | PreparerPersonNm |
| PTIN | P00293590 | PTIN |
| Phone | 5707432030 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,621,168 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,783 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $298,979 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,436 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $123,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $123,178 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $788 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,458 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,458 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $841 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,652 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,614 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,454,733 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,613,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,613,553 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,458,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,621,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,621,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,458,385 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,621,168 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,458,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,621,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,458,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,621,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,458,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $122,182 | OtherIncreasesAmt |
| Subtotal | $1,621,168 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,621,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $259,627 | $214,543 | $45,084 | $45,084 |
| CAPITAL GAINS DIVIDENDS | P | $39,352 | $39,352 | $39,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,436 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $233 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID B MIDDLESWARTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5708371431 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 FURNACE ROAD | AddressLine1Txt |
| City | MIDDLEBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17842 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID B MIDDLESWARTH | ||||||||
| 250 FURNACE ROAD | MIDDLEBURG | PA | 17842 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BRET I MIDDLESWARTH | ||||||||
| 250 FURNACE ROAD | MIDDLEBURG | PA | 17842 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROB D MIDDLESWARTH | ||||||||
| 250 FURNACE ROAD | MIDDLEBURG | PA | 17842 | SEC/TREAS | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,544,598 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,551,378 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,551,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,528,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,433 | TotalTaxAmt |
| Distributable Before Adj | $74,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,972 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $61,037 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,191 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,781 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 190 WELLES ST STE 168 | FORTY FORT | PA | 18704 | NONE | PC | PROVIDE FUNDS FOR THE MENTORING PROGRAMS OF THE ORGANIZATION | $250 |
| CAMP VICTORY | |||||||
| PO BOX 810 | MILLMONT | PA | 17846 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR THE CAMP FOR CHILDREN WITH SPECIAL NEEDS AND SERIOUS HEALTH ISSUES | $500 |
| EVANGELICAL COMMUNITY HOSPITAL FOUNDATION | |||||||
| ONE HOSPITAL DRIVE | LEWISBURG | PA | 17837 | NONE | PC | SUPPORT OF THE MEDICAL SERVICES PROVIDED BY THE HOSPITAL TO THE GENERAL COMMUNITY | $1,000 |
| GIRL SCOUTS IN THE HEART OF PENNSYLVANIA | |||||||
| 4640 TRINDLE ROAD | CAMP HILL | PA | 17011 | NONE | PC | SUPPORT THE PROGRAMS OF THE GIRL SCOUTS | $500 |
| HAVEN MINISTRY INC | |||||||
| 1040 SOUTH FRONT STREET | SUNBURY | PA | 17801 | NONE | PC | SUPPORT EMERGENCY SHELTER AND FOOD TO HOMELESS FAMILIES | $2,000 |
| HEREFOR GOOD CAMPAIGN | |||||||
| 250 E CHESTNUT STREET | MIFFLINBURG | PA | 17844 | NONE | PC | SUPPORT FAMILIES IN NEED | $500 |
| MIDD-WEST SCHOOL DISTRICT | |||||||
| 540 EAST MAIN STREET | MIDDLEBURG | PA | 178421296 | NONE | PC | $500 SCHOLARSHIPS EACH TO TWO MALE AND TWO FEMALE GRADUATES OF THE HIGH SCHOOL TO BE DETERMINDED BY THE SCHOOL'S SCHOLARSHIP COMMITTEE | $1,000 |
| MIDDLEBURG COMMUNITY PROJECTS | |||||||
| 220 GRAND STREET | MIDDLEBURG | PA | 17842 | NONE | PC | COMMUNITY PROJECTS SUPPORTED BY THE ORGANIZATION FOR THE AREA INCLUDING AND SURROUNDING MIDDLEBURG BOROUGH PENNSYVLANIA | $10,000 |
| MIDDLECREEK AREA COMMUNITY CENTER | |||||||
| PO BOX 65 67 ELM STREET | BEAVER SPRINGS | PA | 17812 | NONE | PC | SUPPORT RECREATIONAL, SOCIAL AND EDUCATIONAL PROGRAMS FOR THE COMMUNITY | $6,000 |
| MOSTLY MUTTS INC | |||||||
| DIANE FLETCHER PO BOX 498 | MILLVILLE | PA | 17846 | NONE | PC | SUPPORT NO-KILL DOG AND CAT ANIMAL SHELTER | $500 |
| PENNSYLVANIA WOUNDED WARRIERS INC | |||||||
| 1013 MUMMA ROAD SUITE 203 | WORMLEYSBURG | PA | 17043 | NONE | PC | SUPPORT FOR TREATMENT AND COUNSELING OF MILITARY VETERANS AND THEIR FAMILIES | $500 |
| SELINSGROVE AREA SCHOOL DISTRICT | |||||||
| 329 SEALS AVENUE | SELINSGROVE | PA | 17870 | NONE | PC | $500 SCHOLARSHIPS EACH TO ONE MALE AND ONE FEMALE GRADUATE OF THE HIGH SCHOOL TO BE DETERMINED BY THE SCHOOL'S SCHOLARSHIP COMMITTEE | $1,000 |
| SHRINERS CHILDREN'S PROCESSING CENTER | |||||||
| PO BOX 1510 | RANSON | WV | 254389902 | NONE | PC | SUPPORT OF CHILDREN'S HOSPITALS | $1,000 |
| SNYDER COUNTY COALITION FOR KIDS | |||||||
| PO BOX 103 | SELINSGROVE | PA | 17870 | NONE | PC | SUPPORT THE YOUTH DEVELOPMENT AND DEPENDENCY PREVENTION PROGRAMS FOR CHILDREN IN SNYDER COUNTY, PA | $500 |
| SPCA OF PENNSYLVANIA | |||||||
| 1467 BLOOM ROAD | DANVILLE | PA | 17821 | NONE | PC | SUPPORT OF THE NO-KILL ANIMAL SHELTER | $500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | SUPPORT OF RESEARCH FOR CHILDREN'S CANCER TREATMENTS AND CURES | $1,000 |
| SUMMER SEALS DAY CAMP | |||||||
| PO BOX 395 | SELINSGROVE | PA | 17870 | NONE | PC | SUPPORT OF THE 6-WEEK SUMMER DAY CAMP LEARNING PROGRAM FOR STUDENTS | $500 |
| TRANSITIONS OF PA | |||||||
| 120 S 3RD STREET | LEWISBURG | PA | 17837 | NONE | PC | SUPPORT OF THE CRISIS CENTER FOR VICTIMS, SURVIVORS AND FAMILIES OF VIOLENCE AND ABUSE | $500 |
| VETERANS MEMORIAL POOL | |||||||
| 32 EAST OHIO STREET | MCCLURE | PA | 17841 | NONE | PC | SUPPORT OF THE FREE-ADMISSION COMMUNITY SWIMMING POOL'S UPGRADE AND MAINTENANCE NEEDS | $2,000 |
| EMMANUAL LUTHERAN CHURCH | |||||||
| 100 EAST MAIN ST | MIDDLEBURG | PA | 17842 | NONE | PC | FOR ITS GENERAL OPERATING EXPENSES OF THE CHURCH | $15,500 |
| ST JOSEPH'S CENTER | |||||||
| 2010 ADAMS AVE | SCRANTON | PA | 18509 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR THE CHILDREN'S HOSPITAL | $5,000 |
| JOURNEY TO JUSTICE | |||||||
| 1355 FOXBORO ROAD | SELINSGROVE | PA | 17870 | NONE | PC | PROVIDE FINANCIAL SUPPORT FOR THE EDUCATION AND TRAINING OF CAREGIVING TO PREVENT ELDER ABUSE AND IMPROVE OLDER ADULT CARE | $5,000 |
| TRINITY CHURCH OF WINFIELD | |||||||
| 24 PA-304 PO BOX 159 | WINFIELD | PA | 17889 | NONE | PC | SUPPORT OF THE MISSION OF THE CHURCH AND ITS GENERAL OPERATION EXPENSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $123,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $123,216 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WAGNER DREESE ELSASSER & ASSOCS PC - 990-F PREPARATION AND ACCOUNTING | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $788 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $787 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE TI US BOND | FMV | $60,328 | $60,328 |
| VANGUARD FTSE DEV MKTS ETF | FMV | $50,788 | $50,788 |
| VANGUARD VALUE INDEX ETF | FMV | $92,630 | $92,630 |
| VANGUARD LARGE CAP | FMV | $98,847 | $98,847 |
| BRIDGE BUILDER CORE PLUS BOND | FMV | $110,504 | $110,504 |
| BRIDGE BUILDER INTL EQUITY | FMV | $152,649 | $152,649 |
| BRIDGE BUILDER LARGE GROWTH | FMV | $147,411 | $147,411 |
| BRIDGE BUILDER LARGE VALUE | FMV | $150,090 | $150,090 |
| BRIDGE BUILDER SMALL/MID GROWTH | FMV | $65,115 | $65,115 |
| BRIDGE BUILDER SMALL/MID VALUE | FMV | $63,161 | $63,161 |
| JPM EMERGING MARKETS EQUITY R6 | FMV | $82,977 | $82,977 |
| VANGUARD GROWTH INDEX | FMV | $129,283 | $129,283 |
| DFA INTL SMALL COMPANY I | FMV | $38,582 | $38,582 |
| VANGUARD MID CAP INDEX ETF | FMV | $105,640 | $105,640 |
| VANGUARD S&P 500 | FMV | $132,325 | $132,325 |
| TRP EMERGING MARKETS BOND I | FMV | $17,373 | $17,373 |
| ISHARES MSC EAFE | FMV | $15,661 | $15,661 |
| ISHARES BRD HGIH YIELD | FMV | $15,182 | $15,182 |
| ISHARES CORE EMERGING MARKETS | FMV | $15,326 | $15,326 |
| BRIDGE BUILDER CORE BOND | FMV | $31,021 | $31,021 |
| JPM U.S. GOVT MONEY MARKET IM | FMV | $7,993 | $7,993 |
| MFS INTL NEW DISCOVERY R6 | FMV | $30,667 | $30,667 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $122,182 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EDWARD JONES - INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $18,458 | Amt |
| Net Investment Income | $18,458 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX W/H FROM DIVIDENDS | $841 | $841 | $0 |
| 2024 EXCISE TAX ON NET INVESTMENT INCOME - BALANCE DUE | $291 | $0 | $0 |
| 2025 ESTIMATE EXCISE TAX ON NET INVESTMENT INCOME | $1,200 | $0 | $0 |