RUST FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUST FOUNDATION (EIN 25-6049037)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349102704
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T11:13:02-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1249 SOUTH RIVER ROAD SUITE 303 | AddressLine1Txt |
| City | CRANBURY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256049037 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUST | BusinessNameControlTxt |
| Phone | 4126837971 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 PARKVIEW BOULEVARD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152172589 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THATCHER O MONTGOMERY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4126837971 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THATCHER | PersonFirstNm |
| Person Last | MONTGOMERY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERARD DIMINO | PreparerPersonNm |
| PTIN | P00916630 | PTIN |
| Phone | 7326171100 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,965,502 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,740 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $737 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $737 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,962 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $419,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $115,940 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,410 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $700 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $247,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,339 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $16,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,925 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $713 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,022 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,022 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $526 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $526 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,241 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $309,572 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,314 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,310 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,707 | CashBOYAmt |
| Cash EOY | $57,116 | CashEOYAmt |
| Cash EOYFMV | $57,116 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,759 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,768,704 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,687,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,816,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $703,525 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $703,525 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $692,749 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $873,480 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $855,522 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,329,647 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,509,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,372,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,965,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,509,175 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,372,861 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,509,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,372,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,509,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,372,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,509,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,314 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,372,861 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,372,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| RILEY 5344 | 2001-01-01 | 2023-12-31 | $328,472 | $234,026 | $94,446 | $94,446 |
| RILEY 5404 | 2001-01-01 | 2023-12-31 | $91,398 | $69,904 | $21,494 | $21,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $115,940 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | 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 | $5,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,149 | OverpaymentAmt |
| Applied To ES Tax | $3,149 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | JAMES O RUST | IndividualWithBooksNm |
| Phone | 4126837971 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1305 PARKVIEW BLVD | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152172589 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| THATCHER O MONTGOMERY | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| S MURRAY RUST III | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| J MEAD RUST JR | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN R RUST | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES O RUST | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVIS B RUST | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| R MARK RUST | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID C GILLES | ||||||||
| 1305 PARKVIEW BLVD | PITTSBURGH | PA | 15217 | TRUSTEE | 1.00 | $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 | $5,706,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,889,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,889,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,344 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,801,245 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,451 | TotalTaxAmt |
| Distributable Before Adj | $287,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $287,611 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $287,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $309,572 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $309,572 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $287,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,207 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,531 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,563 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,641 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $216,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $309,572 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $287,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,961 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $238,053 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $27,207 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $210,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,531 | ExcessFromYear4Amt |
| Excess From Year3 | $3,563 | ExcessFromYear3Amt |
| Excess From Year2 | $18,641 | ExcessFromYear2Amt |
| Excess From Year1 | $133,150 | ExcessFromYear1Amt |
| Excess From Current Year | $21,961 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 412 FOOD RESCUE | ||||||||
| 6140 STATION STREET | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSE | $500 | |
| A FARM LESS ORDINARY | ||||||||
| 17281 SIMMONS RD | PURCELLVILLE | VA | 20132 | NONE | PC | GENERAL PURPOSE | $500 | |
| AMERICAN FOUNDATION SUICIDE PREVENTION | ||||||||
| 199 WATER ST 11TH FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| AMERICAN WHITEWATER | ||||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| AQUINAS ACADEMY OF PITT | ||||||||
| 2308 W HARDIES RD | GIBSONIA | PA | 15044 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| AUTISM SOCIETY CENTRAL OHIO | ||||||||
| PO BOX 272 | WORTHINGTON | OH | 43085 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| BROWN UNIVERSITY | ||||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CALVARY EPISCOPAL CHURCH | ||||||||
| 315 SHADY AVE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSE | $18,500 | |
| CANNON COUNTY SAVE | ||||||||
| PO BOX 239 | WOODBURY | TN | 37190 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| CARLETON COLLEGE | ||||||||
| 1 N COLLEGE ST | NORTHFIELD | MN | 55057 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CARLOW UNIVERSITY | ||||||||
| 3333 FIFTH AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL PURPOSE | $5,500 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| CHATHAM UNIVERSITY | ||||||||
| WOODLAND RD | PITTSBURGH | PA | 15232 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CHEWONKI FOUNDATION | ||||||||
| 485 CHEWONKI NECK RD | WISCASSET | ME | 04578 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| COMMUNITY FOUNDATION LNFC | ||||||||
| PO BOX 342 | LEESBURG | VA | 20178 | NONE | PC | GENERAL PURPOSE | $500 | |
| CORNERSTONE CHAPEL | ||||||||
| 650 BATTKEFIELD PARKWAY | LEESBURG | VA | 20175 | NONE | PC | GENERAL PURPOSE | $500 | |
| CRIPPLE CREEK PRESBYTERIAN CHURCH | ||||||||
| 2726 CRIPPLE CREEK RD | READYVILLE | TN | 37149 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| DARTMOUTH-HITCHCOCK HEALTH | ||||||||
| ONE MEDICAL CTR DR HB 7070 | LEBANON | NH | 03756 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| DRAKE UNIVERSITY | ||||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | NONE | PC | GENERAL PURPOSE | $12,000 | |
| ELLIS SCHOOL | ||||||||
| 6425 FIFTH AVE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSE | $22,000 | |
| EPILEPSY FOUNDATION | ||||||||
| 3540 CRAIN HGHWY SUITE 675 | BOWIE | MD | 20716 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| GEORGE C MARSHAL CENTER INC | ||||||||
| 312 E MARKET ST SUITE C | LEESBURG | VA | 20176 | NONE | PC | GENERAL PURPOSE | $500 | |
| GEORGETOWN VISITATION PREPARATORY SCHOOL | ||||||||
| 1524 THIRTY-FIFTH STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| GHOST RANCH | ||||||||
| 280 PRIVATE DR 1708 | ABIQUIU | NM | 87510 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| GLEANERS COMMUNITY FOOD BANK | ||||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| HABITAT FOR HUMANITY GREATER PITTSBURGH | ||||||||
| 6435 FRANKSTOWN AVE SUITE 100 | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| HILLIARD STATION 6TH GRADE SCHOOL PTO | ||||||||
| 5600 SCIOTO DARBY | HILLIARD | OH | 43026 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| LOUISVILLE PRES THEOLOGICAL SEMINARY | ||||||||
| 1044 ALTA VISTA ROAD | LOUISVILLE | KY | 40205 | NONE | PC | GENERAL PURPOSE | $500 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | NONE | PC | GENERAL PURPOSE | $2,250 | |
| MIDDLE TENNESSEE STATE UNIVERSITY FDN | ||||||||
| MTSU PO BOX 109 | MURFREESBORO | TN | 37132 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| NATIONAL LINKS TRUST | ||||||||
| PO BOX 42097 5636 CONNECTICUT AVE | WASHINGTON | DC | 20015 | NONE | PC | GENERAL PURPOSE | $1,000 | NW |
| NATIONAL MS SOCIETY | ||||||||
| PA LEYSTONE CHAPTER 1501 REEDSDALE | PITTSBURGH | PA | 15233 | NONE | PC | GENERAL PURPOSE | $2,000 | ST STE 105 |
| NEW CANAAN COUNTY SCHOOL | ||||||||
| 635 FROGTOWN RD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| NEW HAMPSHIRE FOOD BANK | ||||||||
| 700 E INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| NEW YORK AVENUE EDUCATIONAL FOUNDATION | ||||||||
| 1313 NEW YORK AVE | WASHINGTON | DC | 20005 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| NEW YORL STATE TROOPER FOUNDATION | ||||||||
| 3 AIRPORT PARK BLVD | LATHAM | NY | 12110 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| OHIO WILDLIFE CENTER | ||||||||
| 6131 COOK ROAD | POWELL | OH | 43065 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| PLANNED PARENTHOOD CENTRAL & WESTERN NY | ||||||||
| 114 UNIVERSITY AVE | ROCHESTER | NY | 14605 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| PLANNED PARENTHOOD OF WESTERN PA | ||||||||
| 933 LIBERTY AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| POSHARD FOUNDATION FOR ABUSED CHILDREN | ||||||||
| 700 LOGAN COLLEGE DR | CARTERVILLE | IL | 62918 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| ROTARY CLUB OF LEESBURG FOUNDATION INC | ||||||||
| PO BOX 771 | LEESBURG | VA | 20178 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| SCARSDALE VOLUNTEER AMBULANCE CORPS INC | ||||||||
| PO BOX 92 | SCARSDALE | NY | 10583 | NONE | PC | GENERAL PURPOSE | $500 | |
| SEXUAL ASSAULT RESOURCE AGENCY | ||||||||
| 335 GREENBRIER DR STE 102 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| SHADY SIDE ACADEMY | ||||||||
| 423 FOX CHAPEL RD | PITTSBURGH | PA | 15238 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| SHELDON CALVARY CAMP | ||||||||
| 4411 LAKE ROAD | CONNEAUT | OH | 44030 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| ST ANDREWS EPISCOPAL CHURCH | ||||||||
| 5801 HAMPTON ST | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSE | $55,500 | |
| ST ANTHONY CHARITABLE FOUNDATION | ||||||||
| 2000 CORP DR STE 580 | WEXFORD | PA | 15090 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| ST JAMES' EPISCOPAL CHURCH | ||||||||
| 14 CORNWALL ST NW | LEESBURG | VA | 20176 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ST MARGARET FOUNDATION | ||||||||
| 815 FREEPORT RD | PITTSBURGH | PA | 15215 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ST PETER'S EPISCOPAL CHURCH | ||||||||
| 3 N BROAD ST | HILLSDALE | MI | 49242 | NONE | PC | GENERAL PURPOSE | $500 | |
| STAMFORD MUSEUM & NATURE CENTER | ||||||||
| 39 SCOFIELDTOWN RD | STAMFORD | CT | 06903 | NONE | PC | GENERAL PURPOSE | $500 | |
| STONY POINT CENTER | ||||||||
| PO BOX 643700 | PITTSBURGH | PA | 15264 | NONE | PC | GENERAL PURPOSE | $500 | |
| SWEET BRIAR COLLEGE | ||||||||
| PO BOX 1057 | SWEET BRIAR | VA | 24595 | NONE | PC | GENERAL PURPOSE | $5,500 | |
| TEAM RIVER RUNNER | ||||||||
| 5007 STONE ROAD | ROCKVILLE | MD | 20853 | NONE | PC | GENERAL PURPOSE | $500 | |
| THE MARITIME ACQUARIUM AT NORWALK INC | ||||||||
| 10 N WATER ST | NORWALK | CT | 06854 | NONE | PC | GENERAL PURPOSE | $500 | |
| THETA CHI AT DRAKE UNIVERSITY HHF | ||||||||
| 5917 AUSTIN AVE | DAVENPORT | IA | 52804 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| TOWN OF MAMARONECK FIRE DEPARTMENT | ||||||||
| 205 WEAVER ST | LARCHMONT | NY | 10538 | NONE | PC | GENERAL PURPOSE | $500 | |
| WESTMINSTER COLLEGE | ||||||||
| 319 S MARKET ST | NEW WILMINGTON | PA | 16172 | NONE | PC | GENERAL PURPOSE | $500 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| PO BOX 96215 | WASHINGTON | DC | 200906215 | NONE | PC | GENERAL PURPOSE | $500 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| ABILITY FITNESS CENTER | ||||||||
| 601 CATOCTIN CIRCLE NE | LEESBURG | VA | 20176 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| AUGUST WILSON AFRICAN AMER CULTURAL CTR | ||||||||
| 980 LIBERTY AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL PURPOSE | $500 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVE NW | WASHINGTON | DC | 20017 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| FIELDS FOR KIDS | ||||||||
| PO BOX 912 | LARCHMONT | NY | 10538 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| FIRST UNITED METHODIST CHURCH OF WOODBURY | ||||||||
| 502 WEST HIGH ST | WOODBURY | TN | 37190 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| PO BOX 470 | HARTSDALE | NY | 10530 | NONE | PC | GENERAL PURPOSE | $1,250 | |
| GREENHOUSE MINISTRIES | ||||||||
| 307 S ACADEMY ST | MURFREESBORO | TN | 37130 | NONE | PC | GENERAL PURPOSE | $500 | |
| HILLIARD FOOD PANTRY PLUS | ||||||||
| PO BOX 1251 | HILLIARD | OH | 43026 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| INTERNATIONAL RESCUE COMMITTE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| LIBERIAN ASSISTANCE PROGRAM | ||||||||
| 4001 HIAWATHA DRIVE | MADISON | WI | 53711 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| LOUDOUN HERITAGE FARM MUSEUM | ||||||||
| 21668 HERITAGE FARM LANE | STERLING | VA | 20164 | NONE | PC | GENERAL PURPOSE | $500 | |
| MIRACLE LEAGUE OF WESTERN PA | ||||||||
| 4530 WILLIAM PENN HWY NO198 | MURRYSVILLE | PA | 15668 | NONE | PC | GENERAL PURPOSE | $20,500 | |
| MURFREESBORO COLD PATROL INC | ||||||||
| 800 PARK AVE STE P | MURFREESBORO | TN | 37129 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| NEW HOPE CHURCH OF CHRIST | ||||||||
| 4296 MURFREESBORO RD | READYVILLE | TN | 37149 | NONE | PC | GENERAL PURPOSE | $10,000 | |
| NORTHERN VA REGIONAL PARK FOUNDATION | ||||||||
| 5400 OX ROAD | FAIRFAX STATION | VA | 22039 | NONE | PC | GENERAL PURPOSE | $500 | |
| OGUNQUIT PLAYHOUSE FOUNDATION | ||||||||
| PO BOX 915 | OGUNQUIT | ME | 03907 | NONE | PC | GENERAL PURPOSE | $500 | |
| PURDUE FOUNDATION | ||||||||
| PO BOX 772401 | DETROIT | MI | 482772401 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| RED PANDA NETWORK | ||||||||
| 494 W 10TH AVE SUITE 7 | EUGENE | OR | 97401 | NONE | PC | GENERAL PURPOSE | $500 | |
| SACRED HEART ELEMENTARY SCHOOL | ||||||||
| 325 EMERSON ST | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| SNAKE RIVER FUND | ||||||||
| PO BOX 7033 125 S KING ST | JACKSON | WY | 83002 | NONE | PC | GENERAL PURPOSE | $500 | |
| ST IGNATIUS COLLEGE PREPARATORY | ||||||||
| 2001 37TH AVE | SAN FRANCISCO | CA | 94116 | NONE | PC | GENERAL PURPOSE | $500 | |
| SUSAN G KOMEN | ||||||||
| 13770 NOEL RD STE 801889 | DALLAS | TX | 75380 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| TENTON ARTS COUNCIL | ||||||||
| PO BOX 627 | DRIGGS | ID | 83422 | NONE | PC | GENERAL PURPOSE | $500 | |
| THE JOURNEY HOME | ||||||||
| 308 WEST CASTLE ST PO BOX 331025 | MURFREESBORO | TN | 37133 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| THE LOUDOUN LAURELS FOUNDATION | ||||||||
| PO BOX 183 | LESSBURG | VA | 20178 | NONE | PC | GENERAL PURPOSE | $500 | |
| WATER WELL TRUST | ||||||||
| PO BOX 2399 | DAVIDSON | NC | 22806 | NONE | PC | GENERAL PURPOSE | $500 | |
| WATERFORD CONCERT SERIES | ||||||||
| PO BOX 251 | WATERFORD | VA | 20197 | NONE | PC | GENERAL PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $737 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,962 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $115,940 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,049 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,150 | Amt |
| Net Investment Income | $3,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $703,525 | EOYBookValueAmt |
| EOYFMV | $692,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,687,190 | EOYBookValueAmt |
| EOYFMV | $3,816,482 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $855,522 | BookValueAmt |
| EOYFMV | $1,329,647 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $24 | $0 | $24 |
| MISCELLANEOUS | $283 | $283 | $0 |
| PARTNERSHIP LOSS | $17,958 | $17,958 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $700 | $700 | $700 |
| NONDIVIDEND DISTRIBUTIONS | $1,710 | $0 | $1,710 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $28,549 | $28,549 | $0 |
| OTHER FEES | $376 | $376 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $713 | $713 | $0 |
| FEDERAL EXCISE TAXES | $7,502 | $0 | $0 |
Comments