HARRISON C AND MARGARET A SNYDER CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRISON C AND MARGARET A SNYDER CHARITABLE TRUST (EIN 25-6436588)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349101411
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T10:01:25-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256436588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER H C & M A TW CHAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNYD | BusinessNameControlTxt |
| Phone | 8148475601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUFACTURERS TRADERS TRUST CO | PersonNm |
| Person Title | SVP | PersonTitleTxt |
| Phone | 8148475601 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $992,958 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,780 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,780 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,953 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,934 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $55,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,912 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,912 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,283 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $627 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $374 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $374 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $24,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,380 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $69,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,795 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $440,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $471,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $661,163 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $336,119 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $346,119 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $286,000 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $878,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $863,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $992,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $878,894 | CapitalStockBOYAmt |
| Capital Stock EOY | $863,820 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $878,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $863,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $878,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $863,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $878,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,427 | OtherIncreasesAmt |
| Subtotal | $865,695 | SubtotalAmt |
| Other Decreases | $1,875 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $863,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. BANK AMER CORP COM | 2023-06-08 | 2024-04-24 | $498 | $380 | $118 | $118 | |
| 1. BLACKROCK INCORPORATED CLASS A | 2018-08-02 | 2024-04-24 | $762 | $473 | $289 | $289 | |
| 2. BROADCOM INC | 2019-06-14 | 2024-03-05 | $2,752 | $526 | $2,226 | $2,226 | |
| 1. BROADCOM INC | 2019-06-14 | 2024-04-24 | $1,251 | $263 | $988 | $988 | |
| 1. BROADCOM INC | 2019-06-14 | 2024-06-28 | $1,598 | $263 | $1,335 | $1,335 | |
| 5. BROADCOM INC | 2019-06-14 | 2024-09-25 | $874 | $132 | $742 | $742 | |
| 14. BROADCOM INC | 2019-06-14 | 2024-12-17 | $3,300 | $368 | $2,932 | $2,932 | |
| 72. CVS CORP COM | 2018-04-12 | 2024-05-03 | $3,981 | $4,630 | -$649 | -$649 | |
| 4. CHEVRONTEXACO CORP | 2012-11-05 | 2024-04-24 | $653 | $434 | $219 | $219 | |
| 31. CROWN CASTLE INC. REIT | 2019-08-08 | 2024-04-24 | $2,945 | $4,878 | -$1,933 | -$1,933 | |
| 111. DOW INC | 2019-06-27 | 2024-12-17 | $4,495 | $5,565 | -$1,070 | -$1,070 | |
| 57. INTL FLAVORS & FRAGRANCES INC | 2023-06-08 | 2024-03-05 | $4,327 | $4,584 | -$257 | -$257 | |
| 675. ISHARES CORE MSCI EMERGING | 2020-05-12 | 2024-08-15 | $36,289 | $38,458 | -$2,169 | -$2,169 | |
| 458. ISHARES GLOBAL REIT ETF | 2020-10-01 | 2024-08-15 | $11,527 | $9,756 | $1,771 | $1,771 | |
| 3. J P MORGAN CHASE & CO COM | 2010-03-10 | 2024-04-24 | $575 | $129 | $446 | $446 | |
| 4. MERCK & CO INC | 2010-10-27 | 2024-04-24 | $506 | $139 | $367 | $367 | |
| 7. MERCK & CO INC | 2010-10-27 | 2024-06-28 | $904 | $244 | $660 | $660 | |
| 18. PROCTER & GAMBLE CO COM | 2015-08-17 | 2024-05-14 | $2,959 | $1,347 | $1,612 | $1,612 | |
| 4. QUALCOMM INC COM | 2016-01-07 | 2024-04-24 | $651 | $180 | $471 | $471 | |
| 76. TORONTO DOMINION BK ONT COM NEW | 2017-02-21 | 2024-10-16 | $4,276 | $4,037 | $239 | $239 | |
| 339.186 VANGUARD COMMODITY STRAT FD CL ADM | 2020-06-17 | 2024-08-15 | $8,500 | $8,545 | -$45 | -$45 | |
| 30. NVENT ELECTRIC PLC | 2021-01-13 | 2024-02-07 | $1,923 | $732 | $1,191 | $1,191 | |
| 21. NVENT ELECTRIC PLC | 2021-01-13 | 2024-06-28 | $1,620 | $512 | $1,108 | $1,108 | |
| 18. NVENT ELECTRIC PLC | 2021-01-13 | 2024-09-25 | $1,258 | $444 | $814 | $814 | |
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,529 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $449 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $449 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $868 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $868 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $419 | OverpaymentAmt |
| Applied To ES Tax | $419 | 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 | MANUFACTURERS AND TRADERS TRUST CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8148475601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1504 | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MANUFACTURERS AND TRADERS TRUST CO | ||||||
| PO BOX 1504 | BUFFALO | NY | 14240 | CO-TRUSTEE | 1 | $15,912 |
| WILLIAM R COLLINS JR | ||||||
| 409 HICKORY STREET | HOLLIDAYSBURG | PA | 16648 | CO TRUSTEE | 10 | $3,000 |
| DANIEL J RATCHFORD | ||||||
| 304 UNION STREET | HOLLIDAYSBURG | PA | 16648 | CO TRUSTEE | 10 | $3,000 |
| 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 | $916,068 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,013,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,013,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $997,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $449 | TotalTaxAmt |
| Distributable Before Adj | $49,444 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,444 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,444 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,380 | 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 | $45,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,444 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,078 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,078 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,142 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BLAIR REGIONAL YMCA | ||||||||
| STACEY ROACH FINANCE DIRECTOR | 1111 HEWIT STREET | HOLLIDAYSBURG | PA | 16648 | NONE | PC | GENERAL | $2,300 |
| HOLLIDAYSBURG LIBRARY | ||||||||
| 1 FURNACE ROAD | Hollidaysburg | PA | 16648 | NONE | PC | PUBLIC SERVICE | $2,300 | |
| AMERICAN RESCUE WORKERS | ||||||||
| 502 MULBERRY STREET | HOLLIDAYSBURG | PA | 16648 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $3,000 | |
| BLAIRCLEARFIELD COUNTY ASSOCIATION | ||||||||
| FOR THE BLIND | 300 5TH AVE | Altoona | PA | 16602 | NONE | PC | PUBLIC SERVICE | $780 |
| PHOENIX VOLUNTEER FIRE CO | ||||||||
| PO BOX 81 | HOLLIDAYSBURG | PA | 16648 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $2,100 | |
| HOLLIDAYSBURG AREA SD FOUNDATION | ||||||||
| 405 CLARK ST | Hollidaysburg | PA | 16648 | NONE | PC | PUBLIC SERVICE | $2,000 | |
| FREEDOM TOWNSHIP VOLUNTEER FIRE CO | ||||||||
| 139 MUNICIPAL ST | East Freedom | PA | 16637 | NONE | PC | PUBLIC SERVICE | $800 | |
| GREENWOOD VOLUNTEER FIRE CO | ||||||||
| 12611 FIRE HALL AVE | Greenwood | DE | 19950 | NONE | PC | PUBLIC SERVICE | $450 | |
| GEORGE B KELLEY AMATEUR BASEBALL | ||||||||
| PO BOX 742 | ALTOONA | PA | 16603 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $400 | |
| ROARING SPRING COMMUNITY LIBRARY | ||||||||
| 320 E MAIN ST | Roaring Spring | PA | 16673 | NONE | PC | PUBLIC SERVICE | $500 | |
| FOOD FOR FAMILIES INC | ||||||||
| 945 FRANKLIN STREET | Johnstown | PA | 15905 | NONE | PC | GENERAL | $9,500 | |
| LAKEMONT VOLUNTEER FIRE CO | ||||||||
| 312 LOTZ AVE | ALTOONA | PA | 16602 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $450 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 1216 11TH AVENUE | ALTOONA | PA | 16601 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $1,000 | |
| BLAIR CONCERT CHORALE | ||||||||
| PO BOX 722 | Altoona | PA | 16603 | NONE | PC | GENERAL | $250 | |
| HOLLIDAYSBURG AMER LEGION | ||||||||
| AMBULANCE | P O BOX | HOLLIDAYSBURG | PA | 16648 | NONE | PC | GENERAL PUPROSE | $1,000 |
| Rails to Trails of Central PA | ||||||||
| POBOX 592 | Holidaysburg | PA | 16648 | NONE | PC | GENERAL PURPOSE | $250 | |
| FRIENDSHIP FIRE COMPANY | ||||||||
| 29 DELAWARE ST | Woodbury | NJ | 08096 | NONE | PC | SUPPORT | $800 | |
| ALTOONA FOOD BANK | ||||||||
| 2201 UNION AVENUE | ALTOONA | PA | 16602 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $250 | |
| CLAYSBURG VOLUNTEER FIRE COMPANY | ||||||||
| 13223 DUNNINGS HWY | Claysburg | PA | 16625 | NONE | PC | GENERAL | $900 | |
| LOGAN TWP UNITED FIRE DEPT | ||||||||
| 611 GRANDVIEW | ALTOONA | PA | 16601 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $800 | |
| JOSHUA HOUSE - | ||||||||
| CROSSTOWN BASKETBALL LEAGUE | 2607 WELSH RD A202 | Philadelphia | PA | 19114 | NONE | PC | SUPPORT | $500 |
| GLORIA GATES FOUNDATION | ||||||||
| 5919 EVERGREEN COURT | ALTOONA | PA | 16602 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $1,600 | |
| CENTRAL PA HUMANE SOCIETY | ||||||||
| ATTN INGRID HEALY | 1837 EAST PLEASANT VALLEY BLVD | ALTOONA | PA | 16602 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $2,300 |
| BISHOP GUILFOYLE | ||||||||
| 2400 PLEASANT VALLEY BLVD | ALTOONA | PA | 16602 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $2,500 | |
| PINECROFT VOLUNTEER FIRE COMPANY | ||||||||
| 2134 OLD 6TH AVE | Altoona | PA | 16601 | NONE | PC | PUBLIC SERVICE | $400 | |
| ROARING SPRING FOOD PANTRY | ||||||||
| 401 E MAIN ST | Roaring Spring | PA | 16673 | NONE | PC | SUPPORT | $250 | |
| CHURCH OF THE HOLY TRINITY | ||||||||
| ALLEGHENY JONES STREETS | HOLLIDAYSBURG | PA | 16648 | NONE | PC | GENERAL | $4,600 | |
| KID CAREERS INC | ||||||||
| 1109 RESERVOIR ROAD | Hollidaysburg | PA | 16648 | NONE | PC | GENERAL | $500 | |
| YOUNG LIFE OF CENTRAL PENNSYLVANIA | ||||||||
| 64 E NORTH ST | Carlisle | PA | 17013 | NONE | PC | PUBLIC SERVICE | $1,500 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 445 SCHOOLHOUSE ROAD | JOHNSTOWN | PA | 15904 | NONE | PC | PROVIDE FUNDING FOR SERVICE | $500 | |
| GEESEYTOWN COMMUNITY FIRE COMPANY | ||||||||
| 215 MARY ST | Hollidaysburg | PA | 16648 | NONE | PC | GENERAL | $900 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,380 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,780 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,609 | 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 | $18,934 | 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 | $55,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,323 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 592905509 METWEST TOTAL RETURN | $187,325 | $149,180 |
| 922031760 VANGUARD HIGH YIELD | $33,794 | $31,493 |
| 97181C811 WILMINGTON BROAD MAR | $125,000 | $105,327 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 00287Y109 ABBVIE INC | $6,649 | $7,819 |
| 09247X101 BLACKROCK INC | ||
| 11135F101 BROADCOM INC | $2,020 | $14,142 |
| 126650100 CVS HEALTH CORPORATI | ||
| 149123101 CATERPILLAR INC | $2,425 | $6,892 |
| 166764100 CHEVRON CORP | $5,067 | $7,387 |
| 17275R102 CISCO SYSTEMS INC | $3,852 | $8,525 |
| 205887102 CONAGRA BRANDS INC. | $4,899 | $4,107 |
| 20825C104 CONOCOPHILLIPS | $924 | $2,975 |
| 22822V101 CROWN CASTLE INC. RE | ||
| 25537101 AMERICAN ELECTRIC POW | ||
| 260557103 DOW INC | ||
| 26441C204 DUKE ENERGY HOLDING | $4,770 | $5,602 |
| 30231G102 EXXON MOBIL CORP | $4,073 | $6,024 |
| 31162100 AMGEN INC COM | ||
| 31421N824 FEDERATED INTL STRAT | $48,541 | $46,994 |
| 437076102 HOME DEPOT INC COM | $2,357 | $5,835 |
| 45775L408 T ROWE PRICE LG-CAP | $31,827 | $94,939 |
| 459200101 IBM CORPORATION | $4,771 | $7,694 |
| 459506101 INTL FLAVORS & FRAGR | ||
| 464287630 ISHARES RUSSELL 2000 | $6,317 | $6,567 |
| 46434G103 ISHARES CORE MSCI EM | ||
| 46434V647 ISHARES GLOBAL REIT | $4,260 | $4,794 |
| 46625H100 JPMORGAN CHASE & CO | $4,436 | $17,019 |
| 47103D405 JANUS ENTERPRISE-N | $43,484 | $54,846 |
| 47103X484 JANUS HNDRSN GL EQ I | $54,149 | $49,549 |
| 478160104 JOHNSON & JOHNSON | $3,458 | $6,653 |
| 53484101 AVALONBAY COMMUNITIES | ||
| 539830109 LOCKHEED MARTIN CORP | $3,306 | $9,719 |
| 580135101 MCDONALD'S CORPORATI | $2,163 | $3,769 |
| 58933Y105 MERCK & CO INC | $1,883 | $4,377 |
| 59156R108 METLIFE INC | $3,905 | $7,779 |
| 60505104 BANK AMER CORP | ||
| 617446448 MORGAN STANLEY GROUP | $3,942 | $9,932 |
| 65339F101 NEXTERA ENERGY INC | $972 | $4,015 |
| 680223104 OLD REPUBLIC INTL CO | $2,017 | $7,274 |
| 681919106 OMNICOM GROUP INC CO | $3,634 | $5,334 |
| 713448108 PEPSICO INC COM | $3,413 | $4,714 |
| 717081103 PFIZER INC | $5,666 | $5,279 |
| 718172109 PHILIP MORRIS INTL I | $4,523 | $6,740 |
| 742718109 PROCTER & GAMBLE CO | $2,246 | $5,030 |
| 747525103 QUALCOMM INC COM | $2,811 | $8,756 |
| 7591EP100 REGIONS FINANCIAL CO | $3,873 | $4,657 |
| 855244109 STARBUCKS CORP COM | $5,018 | $6,205 |
| 882508104 TEXAS INSTRUMENTS IN | $5,393 | $6,000 |
| 891160509 TORONTO-DOMINION BAN | ||
| 904767704 UNILEVER PLC SPONSOR | $5,001 | $6,237 |
| 911312106 UNITED PARCEL SERVIC | $6,247 | $6,431 |
| 9158106 AIR PRODUCTS & CHEMICA | ||
| 91913Y100 VALERO ENERGY CORP C | $3,277 | $5,394 |
| 921939708 VANGUARD COMMODITY S | $6,164 | $5,364 |
| 925652109 VICI PROPERTIES INC | $4,008 | $4,265 |
| 97717W604 WISDOMTREE U.S. SMAL | $46,774 | $49,464 |
| G51502105 JOHNSON CONTROLS INT | $4,028 | $8,998 |
| G5960L103 MEDTRONIC PLC | $6,902 | $5,671 |
| G6700G107 NVENT ELECTRIC PLC | $1,415 | $3,885 |
| 060505104 BANK AMER CORP | $8,275 | $13,317 |
| 025537101 AMERICAN ELECTRIC PO | $4,223 | $5,257 |
| 031162100 AMGEN INC COM | $3,537 | $4,692 |
| 053484101 AVALONBAY COMMUNITIE | $4,509 | $5,719 |
| 009158106 AIR PRODUCTS & CHEMI | $5,646 | $5,801 |
| 74340W103 PROLOGIS INC | $4,816 | $4,862 |
| 92343V104 VERIZON COMMUNICATIO | $6,858 | $6,358 |
| 80105N105 SANOFI-ADR | $4,279 | $4,244 |
| 12572Q105 CME GROUP INC | $3,775 | $3,716 |
| 230001752 CULLEN EMG MKT HI DI | $37,500 | $37,293 |
| 902973304 U S BANCORP DEL COM | $4,485 | $4,353 |
| 42250P103 HEALTHPEAK OP, LLC. | $3,984 | $4,723 |
| 09290D101 BLACKROCK INC | $3,159 | $7,176 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $1,782 |
| RETURN OF CAPITAL ADJUSTMENT | $70 |
| ROUNDING | $2 |
| TY24 SALES COST BASIS ADJ. DUE TO ROCR | $21 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $372 | $372 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $2 | $2 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $1,364 |
| ADJUSTMENT TO INCOME | $63 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $34 | $34 | $0 |
| FEDERAL TAXES PRIOR YEAR BALAN | $788 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $868 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $518 | $518 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $75 | $75 | $0 |
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