AURORA R KITTREDGE CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AURORA R KITTREDGE CHARITABLE TRUST (EIN 46-6634504)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2024-02-29
- IRS object ID
- 202430609349100023
- Schema version
- 2021v4.1
- 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 Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T15:00:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466634504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AURORA R KITTREDGE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AURO | BusinessNameControlTxt |
| Phone | 7245988409 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7245988409 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $2,498,027 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $41,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $358,195 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,173 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $210,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,856 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,075 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,038 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,038 | 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 |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,914 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | 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 |
| Tot Opr Expenses Rev And Expnss | $89,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,538 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,883 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,883 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,372 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,421 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,798 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $279 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $36,851 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,650 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,338,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,434,747 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,469,377 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,375,399 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,463,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,498,027 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,375,399 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,463,397 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,375,399 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,463,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,375,399 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,463,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,375,399 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,434 | OtherIncreasesAmt |
| Subtotal | $1,463,397 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,463,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (254 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 14. ABBOTT LABORATORIES | 2013-09-13 | 2021-03-12 | $1,631 | $487 | $1,144 | $1,144 | |
| 19. ABBVIE INC | 2013-04-22 | 2021-03-12 | $2,050 | $849 | $1,201 | $1,201 | |
| 2. AMAZON.COM INC | 2018-03-09 | 2021-03-12 | $6,133 | $3,128 | $3,005 | $3,005 | |
| 14. AMERICAN EXPRESS COMPANY | 2018-10-19 | 2021-03-12 | $2,071 | $1,495 | $576 | $576 | |
| 10. AMGEN INC. | 2013-05-01 | 2021-03-12 | $2,289 | $1,045 | $1,244 | $1,244 | |
| 32. ANALOG DEVICES | 2014-02-28 | 2021-03-12 | $4,744 | $1,631 | $3,113 | $3,113 | |
| 4. ANTHEM INC | 2015-04-23 | 2021-03-12 | $1,355 | $617 | $738 | $738 | |
| 67. APPLE COMPUTER | 2013-08-30 | 2021-03-12 | $8,067 | $1,122 | $6,945 | $6,945 | |
| 22. AUTOMATIC DATA PROCESSING | 2019-05-22 | 2021-03-12 | $3,995 | $3,603 | $392 | $392 | |
| 11. BECTON DICKINSON AND CO. | 2016-03-15 | 2021-03-12 | $2,617 | $1,645 | $972 | $972 | |
| 7. COSTCO WHOLESALE CORP | 2013-05-01 | 2021-03-12 | $2,298 | $765 | $1,533 | $1,533 | |
| 25. CROWN CASTLE INC | 2016-09-21 | 2021-03-12 | $3,901 | $2,272 | $1,629 | $1,629 | |
| 23. DUKE ENERGY CORP | 2013-04-22 | 2021-03-12 | $2,104 | $1,715 | $389 | $389 | |
| 52. EDWARDS LIFESCIENCES CORP | 2018-12-27 | 2021-03-12 | $4,274 | $2,532 | $1,742 | $1,742 | |
| 13. FACEBOOK INC CL-A | 2015-12-07 | 2021-03-12 | $3,454 | $1,372 | $2,082 | $2,082 | |
| 22. FISERV INC | 2018-10-19 | 2021-03-12 | $2,732 | $1,733 | $999 | $999 | |
| 5. HOME DEPOT INC. | 2015-04-23 | 2021-03-12 | $1,360 | $572 | $788 | $788 | |
| 11. ILLINOIS TOOL WORKS INC COM | 2018-03-13 | 2021-03-12 | $2,366 | $1,871 | $495 | $495 | |
| 17. J P MORGAN CHASE & CO | 2018-05-11 | 2021-03-12 | $2,647 | $1,937 | $710 | $710 | |
| 13. LOCKHEED MARTIN (COMMON STOCK) | 2015-12-07 | 2021-03-12 | $4,433 | $2,856 | $1,577 | $1,577 | |
| 17. LULULEMON ATHLETICA INC | 2020-06-17 | 2021-03-12 | $5,169 | $5,461 | -$292 | -$292 | |
| 29. MICROSOFT CORP | 2018-08-21 | 2021-03-12 | $6,798 | $3,090 | $3,708 | $3,708 | |
| 42. NEXTERA ENERGY, INC | 2013-04-22 | 2021-03-12 | $3,162 | $838 | $2,324 | $2,324 | |
| 19. NORTHROP GRUMMAN CORP W/1 RT/SH | 2020-04-16 | 2021-03-12 | $5,749 | $6,342 | -$593 | -$593 | |
| 22. NORTHROP GRUMMAN CORP W/1 RT/SH | 2019-05-22 | 2021-03-12 | $6,657 | $6,964 | -$307 | -$307 | |
| 6. O'REILLY AUTOMOTIVE INC | 2018-10-24 | 2021-03-12 | $2,883 | $2,038 | $845 | $845 | |
| 15. PAYPAL HOLDINGS INCORPORATION | 2013-05-01 | 2021-03-12 | $3,739 | $469 | $3,270 | $3,270 | |
| 4. SVB FINANCIAL GROUP | 2015-12-07 | 2021-03-12 | $2,173 | $506 | $1,667 | $1,667 | |
| 16. TEXAS INSTRUMENTS INC. | 2014-02-28 | 2021-03-12 | $2,750 | $724 | $2,026 | $2,026 | |
| 13. THERMO ELECTRON CORP W/1 RT/SH | 2014-02-28 | 2021-03-12 | $5,818 | $1,632 | $4,186 | $4,186 | |
| 10. UNITEDHEALTH GROUP INC | 2013-04-22 | 2021-03-12 | $3,541 | $592 | $2,949 | $2,949 | |
| 14. VISA INC | 2018-10-19 | 2021-03-12 | $3,136 | $1,971 | $1,165 | $1,165 | |
| 14. WAL-MART STORES, INC. | 2018-10-24 | 2021-03-12 | $1,860 | $1,369 | $491 | $491 | |
| 15. ACCENTURE PLC-CL A | 2013-04-22 | 2021-03-12 | $3,956 | $1,145 | $2,811 | $2,811 | |
| 16. ABBOTT LABORATORIES | 2013-09-13 | 2021-05-05 | $1,895 | $557 | $1,338 | $1,338 | |
| 1. ALPHABET INC | 2013-08-30 | 2021-05-05 | $2,312 | $423 | $1,889 | $1,889 | |
| 1. AMAZON.COM INC | 2020-04-16 | 2021-05-05 | $3,274 | $2,394 | $880 | $880 | |
| 2. AMERICAN EXPRESS COMPANY | 2018-10-19 | 2021-05-05 | $313 | $214 | $99 | $99 | |
| 11. ANALOG DEVICES | 2013-09-13 | 2021-05-05 | $1,693 | $546 | $1,147 | $1,147 | |
| 4. ANTHEM INC | 2015-04-23 | 2021-05-05 | $1,556 | $617 | $939 | $939 | |
| 30. APPLE COMPUTER | 2013-09-13 | 2021-05-05 | $3,851 | $501 | $3,350 | $3,350 | |
| 15. AUTOMATIC DATA PROCESSING | 2018-03-13 | 2021-05-05 | $2,910 | $1,946 | $964 | $964 | |
| 10. CONSTELLATION BRANDS INC CL A | 2014-02-28 | 2021-05-05 | $2,404 | $818 | $1,586 | $1,586 | |
| 4. COSTCO WHOLESALE CORP | 2013-05-01 | 2021-05-05 | $1,495 | $433 | $1,062 | $1,062 | |
| 11. CROWN CASTLE INC | 2016-09-21 | 2021-05-05 | $2,011 | $1,000 | $1,011 | $1,011 | |
| 30. DUKE ENERGY CORP | 2013-04-22 | 2021-05-05 | $2,971 | $2,227 | $744 | $744 | |
| 30. EDWARDS LIFESCIENCES CORP | 2018-10-24 | 2021-05-05 | $2,763 | $1,455 | $1,308 | $1,308 | |
| 5. EMERSON ELECTRIC CO | 2013-04-22 | 2021-05-05 | $455 | $266 | $189 | $189 | |
| 4. FACEBOOK INC CL-A | 2015-12-07 | 2021-05-05 | $1,261 | $422 | $839 | $839 | |
| 18. FISERV INC | 2020-04-16 | 2021-05-05 | $2,114 | $1,722 | $392 | $392 | |
| 2. HOME DEPOT INC. | 2015-04-23 | 2021-05-05 | $664 | $229 | $435 | $435 | |
| 10. HONEYWELL INTL INC COM | 2013-04-22 | 2021-05-05 | $2,264 | $711 | $1,553 | $1,553 | |
| 7. ILLINOIS TOOL WORKS INC COM | 2018-03-13 | 2021-05-05 | $1,657 | $1,191 | $466 | $466 | |
| 24. J P MORGAN CHASE & CO | 2018-05-11 | 2021-05-05 | $3,786 | $2,734 | $1,052 | $1,052 | |
| 9. JOHNSON & JOHNSON CO | 2013-08-30 | 2021-05-05 | $1,503 | $811 | $692 | $692 | |
| 4. LOCKHEED MARTIN (COMMON STOCK) | 2015-12-07 | 2021-05-05 | $1,546 | $879 | $667 | $667 | |
| 8. LULULEMON ATHLETICA INC | 2020-04-29 | 2021-05-05 | $2,573 | $1,862 | $711 | $711 | |
| 10. MCDONALDS CORP | 2017-05-10 | 2021-05-05 | $2,348 | $1,467 | $881 | $881 | |
| 15. MICROSOFT CORP | 2018-08-21 | 2021-05-05 | $3,696 | $1,598 | $2,098 | $2,098 | |
| 24. NEXTERA ENERGY, INC | 2013-04-22 | 2021-05-05 | $1,769 | $479 | $1,290 | $1,290 | |
| 3. NVIDIA CORP | 2020-04-29 | 2021-05-05 | $1,734 | $900 | $834 | $834 | |
| 2. O'REILLY AUTOMOTIVE INC | 2018-12-27 | 2021-05-05 | $1,118 | $678 | $440 | $440 | |
| 5. PAYPAL HOLDINGS INCORPORATION | 2013-05-01 | 2021-05-05 | $1,238 | $156 | $1,082 | $1,082 | |
| 4. SVB FINANCIAL GROUP | 2015-12-07 | 2021-05-05 | $2,326 | $506 | $1,820 | $1,820 | |
| 9. SALESFORCE.COM INC | 2015-12-07 | 2021-05-05 | $1,938 | $728 | $1,210 | $1,210 | |
| 5. T-MOBILE US INC | 2016-03-15 | 2021-05-05 | $671 | $185 | $486 | $486 | |
| 12. TEXAS INSTRUMENTS INC. | 2014-02-28 | 2021-05-05 | $2,180 | $543 | $1,637 | $1,637 | |
| 3. THERMO ELECTRON CORP W/1 RT/SH | 2014-02-28 | 2021-05-05 | $1,406 | $377 | $1,029 | $1,029 | |
| 8. UNION PACIFIC CORP | 2013-05-01 | 2021-05-05 | $1,793 | $583 | $1,210 | $1,210 | |
| 2. UNITEDHEALTH GROUP INC | 2013-04-22 | 2021-05-05 | $824 | $118 | $706 | $706 | |
| 8. VALERO ENERGY | 2013-08-30 | 2021-05-05 | $636 | $285 | $351 | $351 | |
| 9. VISA INC | 2020-04-16 | 2021-05-05 | $2,068 | $1,453 | $615 | $615 | |
| 5. WAL-MART STORES, INC. | 2018-10-24 | 2021-05-05 | $703 | $489 | $214 | $214 | |
| 6. ACCENTURE PLC-CL A | 2013-04-22 | 2021-05-05 | $1,743 | $447 | $1,296 | $1,296 | |
| 13. CHUBB LTD | 2016-01-15 | 2021-05-05 | $2,230 | $1,444 | $786 | $786 | |
| 20. ABBOTT LABORATORIES | 2012-11-25 | 2021-05-12 | $2,337 | $676 | $1,661 | $1,661 | |
| 24. ABBVIE INC | 2013-04-22 | 2021-05-12 | $2,771 | $1,068 | $1,703 | $1,703 | |
| 1. AMAZON.COM INC | 2020-04-16 | 2021-05-12 | $3,181 | $2,394 | $787 | $787 | |
| 13. ANALOG DEVICES | 2013-09-13 | 2021-05-12 | $1,920 | $624 | $1,296 | $1,296 | |
| 6. ANTHEM INC | 2015-04-23 | 2021-05-12 | $2,351 | $925 | $1,426 | $1,426 | |
| 67. APPLE COMPUTER | 2013-05-01 | 2021-05-12 | $8,279 | $1,099 | $7,180 | $7,180 | |
| 12. AUTOMATIC DATA PROCESSING | 2018-03-13 | 2021-05-12 | $2,308 | $1,408 | $900 | $900 | |
| 10. CONSTELLATION BRANDS INC CL A | 2014-02-28 | 2021-05-12 | $2,332 | $818 | $1,514 | $1,514 | |
| 7. COSTCO WHOLESALE CORP | 2013-05-01 | 2021-05-12 | $2,605 | $757 | $1,848 | $1,848 | |
| 12. CROWN CASTLE INC | 2016-09-21 | 2021-05-12 | $2,164 | $1,090 | $1,074 | $1,074 | |
| 9. DISNEY (WALT) CO | 2020-04-16 | 2021-05-12 | $1,624 | $916 | $708 | $708 | |
| 15. EDWARDS LIFESCIENCES CORP | 2018-03-13 | 2021-05-12 | $1,315 | $723 | $592 | $592 | |
| 11. FACEBOOK INC CL-A | 2015-12-07 | 2021-05-12 | $3,316 | $1,161 | $2,155 | $2,155 | |
| 16. FISERV INC | 2020-04-16 | 2021-05-12 | $1,814 | $1,531 | $283 | $283 | |
| 9. HOME DEPOT INC. | 2015-04-23 | 2021-05-12 | $2,913 | $1,030 | $1,883 | $1,883 | |
| 6. LOCKHEED MARTIN (COMMON STOCK) | 2015-12-07 | 2021-05-12 | $2,330 | $1,318 | $1,012 | $1,012 | |
| 7. LULULEMON ATHLETICA INC | 2020-04-29 | 2021-05-12 | $2,190 | $1,629 | $561 | $561 | |
| 36. MICROSOFT CORP | 2018-05-11 | 2021-05-12 | $8,682 | $3,608 | $5,074 | $5,074 | |
| 4. O'REILLY AUTOMOTIVE INC | 2018-12-27 | 2021-05-12 | $2,239 | $1,356 | $883 | $883 | |
| 7. PAYPAL HOLDINGS INCORPORATION | 2013-04-22 | 2021-05-12 | $1,697 | $216 | $1,481 | $1,481 | |
| 10. SALESFORCE.COM INC | 2015-12-07 | 2021-05-12 | $2,107 | $809 | $1,298 | $1,298 | |
| 6. T-MOBILE US INC | 2016-03-15 | 2021-05-12 | $819 | $222 | $597 | $597 | |
| 15. TEXAS INSTRUMENTS INC. | 2014-02-28 | 2021-05-12 | $2,669 | $679 | $1,990 | $1,990 | |
| 5. THERMO ELECTRON CORP W/1 RT/SH | 2014-02-28 | 2021-05-12 | $2,300 | $628 | $1,672 | $1,672 | |
| 15. VISA INC | 2020-04-16 | 2021-05-12 | $3,333 | $2,422 | $911 | $911 | |
| 16. WAL-MART STORES, INC. | 2018-10-24 | 2021-05-12 | $2,199 | $1,564 | $635 | $635 | |
| 8. ACCENTURE PLC-CL A | 2013-04-22 | 2021-05-12 | $2,271 | $596 | $1,675 | $1,675 | |
| 19. ABBVIE INC | 2013-04-22 | 2021-09-01 | $2,251 | $828 | $1,423 | $1,423 | |
| 21. ACTIVISION BLIZZARD INC | 2020-07-29 | 2021-09-01 | $1,739 | $1,708 | $31 | $31 | |
| 1. ALPHABET INC | 2013-08-30 | 2021-09-01 | $2,915 | $423 | $2,492 | $2,492 | |
| 8. AMGEN INC. | 2013-05-01 | 2021-09-01 | $1,786 | $836 | $950 | $950 | |
| 4. ANTHEM INC | 2015-04-23 | 2021-09-01 | $1,466 | $617 | $849 | $849 | |
| 5. APPLE COMPUTER | 2013-05-01 | 2021-09-01 | $773 | $78 | $695 | $695 | |
| 13. AUTOMATIC DATA PROCESSING | 2020-06-17 | 2021-09-01 | $2,685 | $1,965 | $720 | $720 | |
| 20. BAXTER INTERNATIONAL INC | 2021-05-12 | 2021-09-01 | $1,532 | $1,673 | -$141 | -$141 | |
| 112. BAXTER INTERNATIONAL INC | 2020-04-16 | 2021-09-01 | $8,579 | $9,912 | -$1,333 | -$1,333 | |
| 9. BECTON DICKINSON AND CO. | 2016-03-15 | 2021-09-01 | $2,264 | $1,346 | $918 | $918 | |
| 5. COSTCO WHOLESALE CORP | 2013-05-01 | 2021-09-01 | $2,263 | $541 | $1,722 | $1,722 | |
| 17. EDWARDS LIFESCIENCES CORP | 2018-03-13 | 2021-09-01 | $2,008 | $796 | $1,212 | $1,212 | |
| 12. FACEBOOK INC CL-A | 2015-12-07 | 2021-09-01 | $4,573 | $1,266 | $3,307 | $3,307 | |
| 9. J P MORGAN CHASE & CO | 2018-05-11 | 2021-09-01 | $1,441 | $1,025 | $416 | $416 | |
| 4. LULULEMON ATHLETICA INC | 2020-06-17 | 2021-09-01 | $1,588 | $1,246 | $342 | $342 | |
| 7. NVIDIA CORP | 2020-07-29 | 2021-09-01 | $1,581 | $732 | $849 | $849 | |
| 5. O'REILLY AUTOMOTIVE INC | 2018-03-09 | 2021-09-01 | $2,958 | $1,235 | $1,723 | $1,723 | |
| 9. PAYPAL HOLDINGS INCORPORATION | 2013-04-22 | 2021-09-01 | $2,587 | $277 | $2,310 | $2,310 | |
| 1. SVB FINANCIAL GROUP | 2015-12-07 | 2021-09-01 | $560 | $126 | $434 | $434 | |
| 8. SALESFORCE.COM INC | 2015-12-07 | 2021-09-01 | $2,144 | $647 | $1,497 | $1,497 | |
| 14. T-MOBILE US INC | 2016-03-15 | 2021-09-01 | $1,924 | $518 | $1,406 | $1,406 | |
| 4. THERMO ELECTRON CORP W/1 RT/SH | 2014-02-28 | 2021-09-01 | $2,230 | $502 | $1,728 | $1,728 | |
| 16. WAL-MART STORES, INC. | 2018-10-24 | 2021-09-01 | $2,347 | $1,514 | $833 | $833 | |
| 148. ACTIVISION BLIZZARD INC | 2020-04-16 | 2021-12-22 | $9,442 | $10,331 | -$889 | -$889 | |
| 374. FREEPORT MCMORAN COPPER & GOLD | 2021-03-12 | 2021-12-22 | $14,942 | $14,831 | $111 | $111 | |
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,947 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,722 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,722 | SubtotalAmt |
| Subtitle A Tax | $34,086 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7245988409 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2019 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,075 | CompensationAmt |
| 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 | $2,297,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,333,708 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,333,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,298,702 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,935 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $114,935 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,935 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,935 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,421 | 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 | $54,421 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,935 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,981 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Total For Prior Years | $68,304 | 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 | $54,421 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,421 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $68,304 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $68,304 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $41,560 | Taxable2Amt |
| Undistributed Income CY | $114,935 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUHL PARK CORPORATION | |||||||
| ATTN MR TOM ROSKOS | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $1,994 |
| COMMUNITY LIBRARY OF THE | |||||||
| SHENANGO VALLEY | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $9,971 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| ATTN FATHER ADAM TRAMBLEY | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $3,988 |
| BUHL COMMUNITY RECREATION CENTER | |||||||
| ATTN TONY ROGERS DIRECTOR | SHARON | PA | 16146 | NONE | PC | GENERAL SUPPORT | $1,994 |
| UNITED WAY OF MERCER COUNTY | |||||||
| ATTN EXECUTIVE DIRECTOR | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $5,983 |
| HUMANE SOCIETY OF MERCER COUNTY | |||||||
| INC | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $11,965 |
| BUHL REGIONAL HEALTH FOUNDATION | |||||||
| 1955 SHENANGO VALLEY FREEWAY | HERMITAGE | PA | 16148 | NONE | PC | GENERAL SUPPORT | $3,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,883 | 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 | $41,763 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $169,173 | 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 | $210,936 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,936 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED LIST | StockNm |
| EOY Book Value | $1,434,747 | EOYBookValueAmt |
| EOYFMV | $2,469,377 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $6,434 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $17 | $17 | $0 |
| OTHER TAXES PAID | $6,530 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $24,122 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $30,242 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $3 | $0 |
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