BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-06
- IRS object ID
- 202322799349100002
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T05:43:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 CHESTNUT STREET | AddressLine1Txt |
| City | MEADVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | M | PersonFirstNm |
| Person Last | JOYCE BRUCE BROWN | 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 | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 8143362133 | PhoneNum |
| Preparation | 2023-09-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $774,754 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,781 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,781 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$31,428 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $253,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$21,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,781 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,522 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$84,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,781 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,477 | CashBOYAmt |
| Cash EOY | $4,396 | CashEOYAmt |
| Cash EOYFMV | $4,396 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,731 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $984,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $921,016 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $768,627 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,011,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $927,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $774,754 | 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 | $1,011,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $927,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,011,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $927,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,011,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $927,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,011,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$84,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $927,143 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $927,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 SHS AT&T INC | P | 2022-01-31 | 2022-08-30 | $13,975 | $15,723 | -$1,748 | -$1,748 |
| 300 SHS APOLLO GLOBAL MGMT INC | P | 2021-09-28 | 2022-09-28 | $14,742 | $18,729 | -$3,987 | -$3,987 |
| 100 SHS NVIDIA CORPORATION | P | 2021-12-29 | 2022-11-30 | $16,051 | $29,805 | -$13,754 | -$13,754 |
| 0 SHS WARNER BROS DISCOVERY INC COM SER A | P | 2022-04-11 | 2022-04-11 | $13 | $13 | $13 | |
| 0 SHS OCEANPAL INC COMMON STOCK | P | 2022-12-22 | 2022-12-22 | $0 | $0 | ||
| 0 SHS OCEANPAL INC COM NEW | P | 2022-12-28 | 2022-12-28 | $0 | $0 | ||
| 300 SHS ACADEMY SPORTS & OUTDOORS INC | P | 2021-01-25 | 2022-03-29 | $11,485 | $7,276 | $4,209 | $4,209 |
| 200 SHS AMAZON COM INC | P | 2018-08-23 | 2022-11-28 | $18,699 | $19,162 | -$463 | -$463 |
| 200 SHS DICKS SPORTING GOODS INC | P | 2021-01-22 | 2022-07-28 | $18,107 | $13,418 | $4,689 | $4,689 |
| 100 SHS DOLLAR GEN CORP NEW | P | 2020-05-28 | 2022-01-31 | $20,517 | $18,398 | $2,119 | $2,119 |
| 100 SHS DOLLAR GEN CORP NEW | P | 2020-06-30 | 2022-01-31 | $20,517 | $19,192 | $1,325 | $1,325 |
| 100 SHS EDWARDS LIFESCIENCES CORP | P | 2020-07-24 | 2022-03-28 | $11,215 | $7,965 | $3,250 | $3,250 |
| 100 SHS EDWARDS LIFESCIENCES CORP | P | 2020-07-24 | 2022-10-31 | $7,113 | $7,965 | -$852 | -$852 |
| 200 SHS EDWARDS LIFESCIENCES CORP | P | 2020-10-22 | 2022-10-31 | $14,225 | $16,162 | -$1,937 | -$1,937 |
| 100 SHS IAC INC COM NEW | P | 2020-09-22 | 2022-02-24 | $10,636 | $8,190 | $2,446 | $2,446 |
| 100 SHS IAC INC COM NEW | P | 2020-12-22 | 2022-02-24 | $10,636 | $12,792 | -$2,156 | -$2,156 |
| 200 SHS THORNBURG MTG INC COM NEW | P | 2008-02-29 | 2022-12-01 | $18,381 | -$18,381 | -$18,381 | |
| 300 SHS II-VI INC | P | 2019-10-22 | 2022-06-29 | $15,409 | $9,975 | $5,434 | $5,434 |
| 300 SHS II-VI INC | P | 2021-04-27 | 2022-06-29 | $15,409 | $23,135 | -$7,726 | -$7,726 |
| 100 SHS UNION PAC CORP | P | 2021-03-31 | 2022-04-28 | $23,601 | $22,381 | $1,220 | $1,220 |
| 200 SHS SIGNET JEWELERS LIMITED | P | 2021-06-25 | 2022-09-28 | $11,000 | $16,129 | -$5,129 | -$5,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$31,428 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | 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 | $1,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $984 | OverpaymentAmt |
| Applied To ES Tax | $984 | 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 | $952,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $969,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $969,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $954,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $136 | TotalTaxAmt |
| Distributable Before Adj | $47,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,071 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,862 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $58,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,898 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,827 | 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 | $15,758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,069 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,071 | ExcessFromYear4Amt |
| Excess From Year3 | $12,238 | ExcessFromYear3Amt |
| Excess From Year2 | $15,862 | ExcessFromYear2Amt |
| Excess From Current Year | $12,898 | ExcessFromCurrentYearAmt |
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 (26 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 |
| CHILDRENS HOSPITAL | ||||||
| 3705 FIFTH AVE | PITTSBURGH | PA | 15213 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| 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 |
| HISTORIC WARNER CASCADE THEATRE | ||||||
| 11 S MILL STREET | NEW CASTLE | PA | 16103 | NONPROFIT | GENERAL PURPOSES | $2,500 |
| 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 | $100 |
| 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 | $25,000 |
| RENOVA MUSIC FESTIVAL | ||||||
| PO BOX 8532 | NEW CASTLE | PA | 16107 | NONPROFIT | GENERAL PURPOSES | $500 |
| 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 HIGH SCHOOL | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| 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 | $500 |
| UNITED WAY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,700 |
| 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 | $60,500 | 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 | $9,781 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$31,428 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$21,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,647 | 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) |
|---|---|---|
| Amt | $1,000 | 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 | $921,016 | EOYBookValueAmt |
| EOYFMV | $768,627 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $1 | $0 | $0 |
| FEDERAL | $1,521 | $0 | $0 |
Comments