BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202422969349100512
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T11:39:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232892817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 7246589866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 CASS STREET | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M JOYCE BRUCE BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7246586633 | PhoneNum |
| Signature | 2024-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,132,820 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $34,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,815 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,039,171 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,171 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,986,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,396 | CashBOYAmt |
| Cash EOY | $12,771 | CashEOYAmt |
| Cash EOYFMV | $12,771 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,731 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,194 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $921,016 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,857,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,076,855 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $927,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,913,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,132,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$57 | CapitalStockBOYAmt |
| Capital Stock EOY | -$57 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $927,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,913,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,913,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,913,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,986,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,913,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,913,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHS ABBVIE INC | P | 2022-08-26 | 2023-06-15 | $13,443 | $13,913 | -$470 | -$470 |
| 100 SHS OLD DOMINION FREIGHT LINE INC | P | 2023-10-27 | 2023-12-22 | $40,825 | $37,416 | $3,409 | $3,409 |
| 0 SHS DIANA SHIPPING INC | P | 2023-12-04 | 2023-12-04 | $3 | $3 | $3 | |
| 0 SHS OCEANPAL INC | P | 2023-06-13 | 2023-06-13 | $2 | $2 | $2 | |
| 100 SHS ABBVIE INC | P | 2020-07-24 | 2023-05-30 | $13,426 | $9,829 | $3,597 | $3,597 |
| 100 SHS ABBVIE INC | P | 2020-10-22 | 2023-06-15 | $13,443 | $8,598 | $4,845 | $4,845 |
| 100 SHS ABBVIE INC | P | 2021-02-23 | 2023-06-15 | $13,443 | $10,804 | $2,639 | $2,639 |
| 300 SHS BOYD GAMING CORP | P | 2021-08-26 | 2023-02-27 | $18,888 | $18,590 | $298 | $298 |
| 300 SHS CARLYLE GROUP INC | P | 2021-10-29 | 2023-05-25 | $8,118 | $17,117 | -$8,999 | -$8,999 |
| 100 SHS MICROSOFT CORP | P | 2018-09-26 | 2023-01-27 | $24,490 | $11,511 | $12,979 | $12,979 |
| 100 SHS NIKE INC CL B | P | 2021-11-23 | 2023-04-25 | $12,263 | $17,380 | -$5,117 | -$5,117 |
| 100 SHS NIKE INC CL B | P | 2021-11-23 | 2023-05-25 | $10,606 | $17,380 | -$6,774 | -$6,774 |
| 100 SHS NIKE INC CL B | P | 2022-03-31 | 2023-05-25 | $10,606 | $13,829 | -$3,223 | -$3,223 |
| 100 SHS SIGNET JEWELERS LIMITED | P | 2021-06-25 | 2023-03-28 | $7,584 | $8,065 | -$481 | -$481 |
| 200 SHS SIGNET JEWELERS LIMITED | P | 2021-07-22 | 2023-03-28 | $15,167 | $13,519 | $1,648 | $1,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,356 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $544 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $544 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $544 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $984 | 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 | $984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $440 | OverpaymentAmt |
| Applied To ES Tax | $440 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M JOYCE BRUCE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7246586633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 MOONEY DRIVE | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16105 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J BRUCE | ||||||||
| 510 SHENANGO STOP ROAD | NEW CASTLE | PA | 16101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| M JOYCE BRUCE BROWN | ||||||||
| 241 MOONEY DRIVE | NEW CASTLE | PA | 16105 | SECRETARY/TREASURER | 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 | $1,769,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,795,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,795,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,934 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,768,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $544 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $544 | TotalTaxAmt |
| Distributable Before Adj | $87,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,071 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,862 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $12,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,069 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,491 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,491 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,578 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,680 | ExcessFromYear3Amt |
| Excess From Year1 | $12,898 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J BRUCE | ContributingManagerNm |
| Contributing Manager | M JOYCE BRUCE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARISE | ||||||
| 1218 W STATE STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| BOY SCOUTS OF AMERICA THE MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVE EXT | BUTLER | PA | 16001 | NONPROFIT | GENERAL PURPOSES | $7,000 |
| BUTZ SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 5194 | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSE | $1,000 |
| CATHEDRAL FOUNDATION | ||||||
| 110 EAST LINCOLN AVE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $100 |
| CITY RESCUE MISSION | ||||||
| 319 S CROTON AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| COMPASSIONATE CHRISTIAN COURIERS FUND | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| CRAY YOUTH AND FAMILY | ||||||
| 214 E WASHINGTON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,500 |
| HOYT ARTS & EDUCATION | ||||||
| 124 E LEASURE AVE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $2,000 |
| LARK ENTERPRISES | ||||||
| 315 GREEN RIDGE DRIVE | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COMMUNITY FOUNDATION | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON STREET PO BOX 1745 | NEW CASTLE | PA | 16103 | NONPROFIT | GENERAL PURPOSES | $500 |
| MEALS ON WHEELS NEW CASTLE | ||||||
| 3389 WILMINGTON ROAD | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NESHANNOCK VOLUNTEER FIRE DEPARTMENT | ||||||
| 3135 MERCER RD | NESHANNOCK | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $100 |
| NEW CASTLE PLAYHOUSE | ||||||
| 212 EAST LONG AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| NEW CASTLE PUBLIC LIBRARY | ||||||
| 207 EAST NORTH STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NEW CASTLE YMCA | ||||||
| 20 WEST WASHINGTON STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $6,200 |
| NORTHMINSTER PRESBYTERIAN CHURCH | ||||||
| 2434 WILMINGTON ROAD | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $15,000 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| SHENANGO COMMUNITY EDUCATION FOUNDATION | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SHENANGO VOLUNTEER FIRE DEPARTMENT | ||||||
| 4010 HOLLOW RD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $300 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| UNITED WAY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,700 |
| UPMC CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| WESTMINSTER COLLEGE | ||||||
| 319 SOUTH MARKET STREET | NEW WILMINGTON | PA | 16142 | NONPROFIT | GENERAL PURPOSES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,171 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,171 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT J BRUCE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 SHENANGO STOP RD | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,155 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER & CO INC. | StockNm |
| EOY Book Value | $2,857,728 | EOYBookValueAmt |
| EOYFMV | $3,076,855 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $996 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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