IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202641219349100024
- Schema version
- 2025v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:01:09-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251796920 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | 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 | 256897871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA R WOOD AND FRANCES WOOD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 4122611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX ST SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MERCER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122611600 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M SCHMIDT | PreparerPersonNm |
| PTIN | P00752585 | PTIN |
| Phone | 4122610779 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| 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 | $10,899,535 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $276,308 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,308 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $834,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,809 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $40,813 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,813 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $560,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $560,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,631 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $993 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,638 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $89,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,492 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,492 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10,420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,420 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $159,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,185 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,058 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,152 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,152 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $569,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,185 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $469,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $464,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $15 | CashEOYAmt |
| Cash EOYFMV | $15 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $211,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $446,145 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $446,145 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,192,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,899,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,663,882 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,684,346 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,733,802 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,789,493 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,088,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,079,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,899,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,088,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,079,687 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,088,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,079,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,088,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,079,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,088,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,079,693 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,079,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1476.001 BLUEROCK TOTAL INCOME & REAL ESTATE FUND | 2018-05-23 | 2025-05-06 | $39,262 | $39,310 | -$48 | -$48 | |
| 2900. BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | 2022-04-19 | 2025-12-26 | $44,956 | $77,234 | -$32,278 | -$32,278 | |
| .973 BLUEROCK PRIVATE REAL ESTATE FUND (BPRE) | 2022-04-19 | 2025-12-30 | $15 | $26 | -$11 | -$11 | |
| 65. NASDAQ 100 (QQQ) | 2023-06-21 | 2025-12-05 | $40,621 | $23,543 | $17,078 | $17,078 | |
| 5. NASDAQ 100 (QQQ) | 2023-09-11 | 2025-12-05 | $3,125 | $1,873 | $1,252 | $1,252 | |
| 115. NASDAQ 100 (QQQ) | 2024-08-05 | 2025-12-05 | $71,867 | $49,967 | $21,900 | $21,900 | |
| 85. NASDAQ 100 (QQQ) | 2024-07-25 | 2025-12-05 | $53,119 | $39,408 | $13,711 | $13,711 | |
| 1360. SHORT TERM TREASURY BONDS (SHV) | 2023-06-21 | 2025-04-10 | $149,871 | $149,988 | -$117 | -$117 | |
| 212.634 HIGH DIVIDEND YIELD (VYM) | 2018-05-23 | 2025-10-02 | $29,948 | $18,276 | $11,672 | $11,672 | |
| 25.366 HIGH DIVIDEND YIELD (VYM) | 2019-06-16 | 2025-10-02 | $3,573 | $2,180 | $1,393 | $1,393 | |
| 274. HIGH DIVIDEND YIELD (VYM) | 2023-12-06 | 2025-10-02 | $38,591 | $29,454 | $9,137 | $9,137 | |
| 524. ASIA PACIFIC MARKETS (VPL) | 2023-08-01 | 2025-12-05 | $47,969 | $37,481 | $10,488 | $10,488 | |
| 256. EUROPEAN MARKETS (VGK) | 2023-08-01 | 2025-12-05 | $20,988 | $16,099 | $4,889 | $4,889 | |
| 83. U.S. MID CAP GROWTH (VOT) | 2018-05-23 | 2025-10-02 | $24,553 | $11,421 | $13,132 | $13,132 | |
| 195. U.S. MID CAP GROWTH (VOT) | 2018-05-23 | 2025-12-05 | $55,687 | $26,832 | $28,855 | $28,855 | |
| 277. SMALL CAP GROWTH (VBK) | 2012-07-23 | 2025-12-05 | $85,012 | $29,727 | $55,285 | $55,285 | |
| 135.72 S&P 500 GROWTH (VUG) | 2012-04-10 | 2025-10-02 | $65,578 | $12,133 | $53,445 | $53,445 | |
| 69.28 S&P 500 GROWTH (VUG) | 2012-07-23 | 2025-10-02 | $33,475 | $6,193 | $27,282 | $27,282 | |
| 100. U.S. SMALL CAP (VB) | 2023-06-21 | 2025-10-02 | $25,651 | $19,497 | $6,154 | $6,154 | |
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P | |||||
| CAPITAL GAIN DIVIDENDS | $590 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,185 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,185 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $275 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | SARA MERCER CO SMITHFIELD TR | IndividualWithBooksNm |
| Phone | 4122610779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SARA A MERCER | ||||||
| 216 MERIDAN STREET | PITTSBURGH | PA | 15211 | TRUSTEE | 1 | $24,816 |
| SHANNON PAULOVICH | ||||||
| 147 JULIA DRIVE | SARVER | PA | 16055 | TRUSTEE | 2 | $24,815 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,263,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,253 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,553,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,553,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,395,606 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $519,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $519,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,460 | TotalTaxAmt |
| Distributable Before Adj | $513,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $513,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $513,320 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $469,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $469,210 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $513,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $341,834 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $469,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $341,834 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,376 | 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 | $385,944 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MANCHESTER YOUTH DEVELOPMENT CENTER | ||||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 152331304 | NONE | PC | AFTERSCHOOL PROGRAMS | $12,000 | |
| NATRONA HEIGHTS PRESBYTERIAN CHURCH | ||||||||
| 1428 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | PARKING LOT PAVING | $5,130 | |
| THE ALLEGHENY VALLEY SALVATION ARMY | ||||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | NONE | PC | YOUTH PROGRAMS AND SUMMER | $15,000 | |
| THE SALVATION ARMY - NEW KENSINGTON | ||||||||
| 255 THIRD STREET | NEW KENSINGTON | PA | 15068 | NONE | PC | MONTHLY MEALS | $18,000 | |
| ST BARNABAS EPISCOPAL CHURCH | ||||||||
| 989 MORGAN STREET | BRACKENRIDGE | PA | 15014 | NONE | PC | UPGRADING FLUORESCENT | $2,000 | |
| ST GEORGE ANTIOCHIAN ORTHODOX CHURCH | ||||||||
| 1150 LEISHMAN AVENUE | NEW KENSINGTON | PA | 15068 | NONE | PC | CHURCH HALL DOOR | $5,000 | |
| OUR LADY OF THE LAKES PARISH | ||||||||
| PO BOX 149 | BAIRDFORD | PA | 15006 | NONE | PC | DECREASING THE BUDGET | $2,500 | |
| STS PETER AND PAUL BYZANTINE | ||||||||
| 339 EAST TENTH AVENUE | TARENTUM | PA | 15084 | NONE | PC | ELECTRICAL REPAIRS & | $3,250 | CATHOLIC CHURCH |
| TRINITY EVANGELICAL LUTHERAN CHURCH | ||||||||
| 323 FIFTH STREET | FREEPORT | PA | 16229 | NONE | PC | FLOORING ENCAPSULATION | $15,449 | |
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 847 TENTH AVENUE | BRACKENRIDGE | PA | 15014 | NONE | PC | EARLY WARNING ALARM SYSTEM | $1,620 | |
| BETHEL UNITED METHODIST CHURCH | ||||||||
| 150 ALDER STREET | LOWER BURRELL | PA | 15068 | NONE | PC | UTILITY TRAILER & SOUND | $3,000 | |
| CENTRAL PRESBYTERIAN CHURCH | ||||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | NONE | PC | COMMUNITIES OF | $9,000 | |
| CHRIST IS THE ANSWER INC | ||||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | NONE | PC | SIGN REPLACEMENT | $4,000 | |
| CHRIST OUR HOPE ANGLICAN CHURCH | ||||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | NONE | PC | SANCTUARY FLOOR REPLACEMENT | $3,250 | |
| CHURCH OF THE BRETHREN | ||||||||
| 120 COE STREET | SARVER | PA | 16055 | NONE | PC | INTERIOR & EXTERIOR REPAIRS | $5,000 | |
| FAITH EVANGELICAL LUTHERAN CHURCH | ||||||||
| 1500 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | ROOF REPAIR | $10,000 | |
| FIRST BAPTIST CHURCH OF TARENTUM | ||||||||
| 410 E 3RD AVENUE | TARENTUM | PA | 15084 | NONE | PC | TECH ROOM ELECTRICAL | $3,000 | |
| GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH | ||||||||
| 161 MCFANN ROAD | VALENCIA | PA | 16059 | NONE | PC | CHRISTIAN RECREATION | $5,000 | |
| JANES UNITED METHODIST CHURCH | ||||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | NONE | PC | AIR CONDITIONER REPLACEMENT | $20,000 | |
| ALLEGHENY VALLEY BAPTIST CHURCH | ||||||||
| 2855 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | REAR SANCTUARY HVAC | $12,945 | |
| BAIRDFORD UNITED METHODIST CHURCH | ||||||||
| PO BOX 94 | BAIRDFORD | PA | 15006 | NONE | PC | MAIN SANCTUARY ROOF | $7,000 | |
| BETHESDA EVANGELICAL LUTHERAN CHURCH | ||||||||
| 3084 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | NONE | PC | DRAIN IMPROVEMENT & | $5,000 | |
| CHRIST COMMUNITY FELLOWSHIP | ||||||||
| 160 SINGLETON ROAD | SARVER | PA | 16055 | NONE | PC | ACOUSTIC PANEL PURCHASE & | $4,243 | |
| FIRST UNITED PRESBYTERIAN CHURCH | ||||||||
| PO BOX 2 | TARENTUM | PA | 15084 | NONE | PC | LIGHTING UPGRADES | $10,000 | |
| GUARDIAN ANGELS PARISH | ||||||||
| 1526 UNION AVENUE | NATRONA HEIGHTS | PA | 15065 | NONE | PC | ADA COMPLIANT BATHROOM | $7,750 | |
| HARVEST BAPTIST CHURCH | ||||||||
| 224 HARVEST LANE | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL | $6,000 | |
| ST MARGARET MARY CHURCH | ||||||||
| 3055 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | NONE | PC | FOOD PANTRY PROGRAM | $9,000 | |
| ST MARY OF CZESTOCHOWA CHURCH | ||||||||
| 100 FREEPORT ROAD | NEW KENSINGTON | PA | 15068 | NONE | PC | CREATION OF CEMETERY FOR | $2,500 | |
| UNITY UNITED PRESBYTERIAN CHURCH | ||||||||
| 215 UNITY TRESTLE ROAD | PITTSBURGH | PA | 15239 | NONE | PC | DISCIPLESHIP INITIATIVE | $7,490 | |
| ST JOHN THE BAPTIST | ||||||||
| 150 ELMTREE ROAD | NEW KENSINGTON | PA | 15068 | NONE | PC | AIR CONDITIONING UNIT | $2,000 | ORTHODOX CATHOLIC CHURCH |
| ST VLADIMIR CATHOLIC CHURCH | ||||||||
| 1600 KENNETH AVENUE | ARNOLD | PA | 15068 | NONE | PC | GENERAL | $2,500 | |
| REAL LIFE CHURCH ASSEMBLIES OF GOD | ||||||||
| 1825 FREEPORT ROAD | ARNOLD | PA | 15068 | NONE | PC | GENERAL | $6,000 | |
| PLEASANT UNITY UNITED | ||||||||
| 101 MILLERSTOWN-CULMERVILLE ROAD | TARENTUM | PA | 15084 | NONE | PC | GENERAL | $7,500 | PRESBYTERIAN CHURCH |
| CENTER CHURCH OF FAWN TOWNSHIP | ||||||||
| 1575 DONNELLVILLE ROAD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL | $5,000 | |
| CALVARY BAPTIST CHURCH | ||||||||
| 1196 MAIN STREET | NATRONA HEIGHTS | PA | 15065 | NONE | PC | GENERAL | $5,000 | |
| HOWARD INTERNATIONAL MINISTRIES | ||||||||
| 930 MERWIN ROAD | NEW KENSINGTON | PA | 15068 | NONE | PC | MINISTRY FOOD COSTS | $7,500 | |
| ALLEGHENY KISKI VALLEY HISTORICAL SOCIETY | ||||||||
| 224 E 7TH AVENUE | TARENTUM | PA | 15084 | NONE | PC | ALUMINUM EXHIBIT ROOM ROOF | $10,000 | |
| BURTNER HOUSE RESTORATION SOCIETY | ||||||||
| PO BOX 292 | NATRONA HEIGHTS | PA | 15065 | NONE | PC | STONE WALL CUTTING & | $27,530 | |
| BUTLER COUNTY HUMANE SOCIETY | ||||||||
| 1015 EVANS CITY ROAD | RENFREW | PA | 16053 | NONE | PC | MEDICAL CARE FOR ANIMALS | $25,000 | |
| CABOT CHURCH | ||||||||
| 707 WINFIELD ROAD | CABOT | PA | 16023 | NONE | PC | DIAPERS & FORMULA FOR | $10,000 | |
| COMMUNITY LIBRARY OF ALLEGHENY VALLEY | ||||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | COMMUNITY SEED LIBRARY | $9,995 | |
| FREEPORT UNITED METHODIST CHURCH | ||||||||
| 213 4TH STREET | FREEPORT | PA | 16229 | NONE | PC | GENERAL | $7,500 | |
| EAST UNION PRESBYTERIAN CHURCH | ||||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | NONE | PC | COMMUNITY CENTER EXTERIOR | $6,000 | |
| ALLEGHENY VALLEY ASSOCIATION OF CHURCHES | ||||||||
| 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | NONE | PC | FAMILY PROMISE OF THE AVAC | $20,000 | |
| OLD UNION PRESBYTERIAN CHURCH | ||||||||
| 200 UNION CHURCH ROAD | MARS | PA | 16046 | NONE | PC | CEMETERY PERPETUAL CARE | $2,000 | |
| TOUR-ED MINE AND MUSEUM | ||||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | NONE | PC | EQUIPMENT STORAGE BUILDING | $25,000 | |
| LUTHERAN SENIORLIFE FOUNDATION | ||||||||
| 231 WEST DIAMOND STREET | BUTLER | PA | 16001 | NONE | PC | PAIN MANAGEMENT THERAPY | $5,000 | |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | ||||||||
| 730 CHURCH STREET | NEW KENSINGTON | PA | 15068 | NONE | PC | TRAP, NEUTER, RETURN | $10,000 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | NONE | PC | KITCHEN PANTRIES | $2,500 | OF PENNSYLVANIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,152 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $40,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $560,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $560,930 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $6 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $10,420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,420 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $40,813 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,813 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES (DEDUCT | CategoryTxt |
| Amt | $89,700 | Amt |
| Net Investment Income | $89,700 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $4,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,598 | $3,598 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,894 | $1,894 | $0 |
Comments