JAMES T AND ROSE M PERRYMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES T AND ROSE M PERRYMAN FAMILY FOUNDATION (EIN 47-2027367)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-12-17
- IRS object ID
- 202403549349101255
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-17T09:45:10-00:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823685723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472027367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James T and Rose M Perryman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4122781600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 Vandale Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK PERRYMAN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 4122781600 | PhoneNum |
| Signature | 2024-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA ZVOLENSKI CPA | PreparerPersonNm |
| PTIN | P00559699 | PTIN |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2024-12-04 | 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 | $13,628,228 | 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 | $5,475,429 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,348 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,348 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,667,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,063 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,862,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,605 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,088 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,088 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $87 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $87 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,618 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,447 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $402,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $347,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,459,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $331,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $327,787 | CashBOYAmt |
| Cash EOY | $349,806 | CashEOYAmt |
| Cash EOYFMV | $349,806 | CashEOYFMVAmt |
| US Government Obligations BOY | $351,181 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $681,179 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $681,179 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $3,393,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,393,950 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,964,150 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,044,935 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,044,935 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,196,994 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,155,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,155,232 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,126 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,126 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,126 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,843,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,628,228 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,628,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,843,238 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,628,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,843,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,628,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,843,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,628,228 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,843,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,459,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $325,496 | OtherIncreasesAmt |
| Subtotal | $13,628,228 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,628,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Charles Schwab 9969 | P | $1,471,977 | $1,233,690 | $238,287 | $238,287 |
| Charles Schwab 6579 | P | $1,094,005 | $1,202,584 | -$108,579 | -$108,579 |
| Charles Schwab 6067 | P | $68,863 | $66,678 | $2,185 | $2,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,063 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,608 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,608 | SubtotalAmt |
| Tax Based On Investment Income | $4,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,126 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,857 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,983 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $6,983 | OriginalReturnTaxPaidAmt |
| Es Penalty | $55 | EsPenaltyAmt |
| Overpayment | $2,320 | OverpaymentAmt |
| Applied To ES Tax | $2,320 | AppliedToESTaxAmt |
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 | false | 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 |
| Website Address | perrymanfoundation.org | WebsiteAddressTxt |
| Individual With Books | Frank Perryman | IndividualWithBooksNm |
| Phone | 7245035060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 Vandale Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15342 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Rose Mary Perryman | ||||||
| 213 Vandale Drive | Houston | PA | 15342 | Treasurer/Director | 002.00 | $0 |
| Frank L Perryman | ||||||
| 213 Vandale Drive | Houston | PA | 15342 | Chairman of the Board | 002.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation provides scholarships to qualified students for college level studies. During 8/1/23 to 7/31/24, 30 scholarships were paid to qualified students. Scholarships are provided based on criteria set forth in the operating agreement and approved by the Internal Revenue Service. Scholarship payments are made directly to colleges. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,459,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,126 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,780,673 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,780,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,663,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $383,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $383,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,608 | TotalTaxAmt |
| Distributable Before Adj | $378,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $378,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $378,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $347,440 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $347,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $268,740 | UndistributedIncomePYAmt |
| Qualifying Distributions | $347,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $268,740 | AppliedToYear1Amt |
| Applied To Current Year | $78,700 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $299,890 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Rose M Perryman | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Frank L Perryman | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 213 Vandale Drive | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7245035060 | RecipientPhoneNum |
| Form And Info And Materials | See schedule attached | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See schedule attached | SubmissionDeadlinesTxt |
| Restrictions On Awards | See schedule attached | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Pennsylvania State University | |||||||
| 201 Old Main | University Park | PA | 16802 | None | PC | Scholarships for qualified students | $61,500 |
| University of Pittsburgh | |||||||
| 4200 Fifth Ave | Pittsburgh | PA | 15260 | None | PC | Scholarships for qualified students | $84,947 |
| Carnegie Mellon University | |||||||
| 5000 Forbes Ave | Pittsburgh | PA | 15213 | None | PC | Scholarships for qualified students | $14,000 |
| Pittsburgh Technical College | |||||||
| 111 McKee Road | Oakdale | PA | 15071 | None | PC | Scholarships for qualified students | $10,000 |
| Ohio University | |||||||
| 1 Ohio University Drive | Athens | OH | 45701 | None | PC | Scholarships for qualified students | $11,500 |
| Columbiana County Career Technical | |||||||
| 9364 OH-45 | Lisbon | OH | 44432 | None | PC | Scholarships for qualified students | $5,000 |
| Case Western Reserve University | |||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | None | PC | Scholarships for qualified students | $9,000 |
| Colorado School of Mines | |||||||
| 1301 19th Street | Golden | CO | 80401 | None | PC | Scholarships for qualified students | $18,000 |
| West Virginia University | |||||||
| PO Box 9101 | Morgantown | WV | 26506 | None | PC | Scholarships for qualified students | $13,000 |
| Pennsylvania State University - Beh | |||||||
| 4701 College Dr | Erie | PA | 16563 | None | PC | Scholarships for qualified students | $12,500 |
| Messiah University | |||||||
| One University Avenue | Mechanicsburg | PA | 17055 | None | PC | Scholarships for qualified students | $15,000 |
| University of Akron | |||||||
| 302 E Buchtel Avenue | Akron | OH | 44309 | None | PC | Scholarships for qualified students | $11,000 |
| Pennsylvania College of Technology | |||||||
| 1 College Ave | Williamsport | PA | 17701 | None | PC | Scholarships for qualified students | $15,000 |
| Georgia Institute of Technology | |||||||
| North Ave | Atlanta | GA | 30332 | None | PC | Scholarships for qualified students | $18,000 |
| Geneva College | |||||||
| 3200 College Ave | Beaver Falls | PA | 15010 | None | PC | Scholarships for qualified students | $8,000 |
| The Ohio State University | |||||||
| 281 W Lane Ave | Columbus | OH | 43218 | None | PC | Scholarships for qualified students | $24,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,447 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,348 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,194 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $386,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,605 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Coury Investmet Advisors | ||||||
| 1 | 260 Forbes Ave Ste 1600 | Pittsburgh | PA | 15222 | $10,000 | Yes (X) |
| Rose Perryman Estate IRA | ||||||
| 2 | 2340 Southwind Drive | Pittsburgh | PA | 15241 | $5,447,542 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Feeds | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $2,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,375 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PA Attorney General | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bond Mutual Funds | $1,507,909 | $1,507,909 |
| Corporate Bonds | $2,537,026 | $2,537,026 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $584,079 | $584,079 |
| Money Market | $1,777,770 | $1,777,770 |
| Exchange Funds | $1,032,101 | $1,032,101 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mutual Funds equities | FMV | $3,604,101 | $3,604,101 |
| Brightwood Investment | FMV | $273,933 | $273,933 |
| Egis Capital Fund III, LP | FMV | $213,986 | $213,986 |
| The Infinity Premiere Fund | FMV | $651,352 | $651,352 |
| Blackstone Real Estate Fund | FMV | $411,860 | $411,860 |
Legal Fees Schedule LegalFeesSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid Taxes | Desc |
| BOY Book Value | $3,126 | BOYBookValueAmt |
| EOY Book Value | $3,126 | EOYBookValueAmt |
| EOYFMV | $3,126 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $550 | $550 | |
| Other Program Expenses | $10,359 | $10,359 | |
| Other Deductions from K-1 | $4,259 | $4,259 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Increase in FMV of Investments | Desc |
| Amt | $325,496 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees advisory | CategoryTxt |
| Amt | $52,088 | Amt |
| Net Investment Income | $52,088 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $87 | Amt |
| Net Investment Income | $87 | NetInvestmentIncomeAmt |
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