EDWARD V & JESSIE L PETERS CHARIT TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD V & JESSIE L PETERS CHARIT TRUST (EIN 25-6358729)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-12
- IRS object ID
- 202342859349100109
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-12T09:00:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 256358729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD V & JESSIE L PETERS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4126676439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4126676439 | PhoneNum |
| Signature | 2023-05-30 | 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 | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-05-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $11,816,605 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $278,396 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $293,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $981,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $293,294 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $571,690 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,186 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,070 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,186 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,535 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,192 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,800 | 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 |
| Tot Opr Expenses Rev And Expnss | $58,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $595,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $536,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,620 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,075,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,042,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,480,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $257,634 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $256,086 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $259,636 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,423,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,375,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,816,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,423,237 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,375,116 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,423,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,375,116 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,423,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,375,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,423,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,975 | OtherIncreasesAmt |
| Subtotal | $5,375,116 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,375,116 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1973.89 FEDERATED HERMES EQUITY FDS | 2020-12-31 | 2022-03-22 | $100,017 | $125,000 | -$24,983 | -$24,983 | |
| 120. KYNDRYL HOLDINGS INC | 2009-06-26 | 2022-03-22 | $1,598 | $3,007 | -$1,409 | -$1,409 | |
| 1135.4 NEW WORLD FD INC NEW | 2020-12-31 | 2022-03-22 | $86,915 | $100,000 | -$13,085 | -$13,085 | |
| 1126.38 TOUCHSTONE FDS GROUP TR | 2020-12-31 | 2022-03-22 | $52,298 | $50,000 | $2,298 | $2,298 | |
| .09 WARNER BROS DISCOVERY INC | 2008-08-28 | 2022-04-28 | $2 | $3 | -$1 | -$1 | |
| 75. ALPHABET INC | 2008-06-13 | 2022-06-30 | $164,655 | $21,452 | $143,203 | $143,203 | |
| 100. EMBECTA CORP | 2015-07-24 | 2022-06-30 | $2,525 | $1,717 | $808 | $808 | |
| 200. HOME DEPOT INC. | 2022-03-22 | 2022-06-30 | $55,068 | $65,990 | -$10,922 | -$10,922 | |
| 4657.42 MORGAN STANLEY INSTL FD INC | 2020-12-31 | 2022-06-30 | $90,400 | $125,000 | -$34,600 | -$34,600 | |
| 800. PROLOGIS INC (REIT) | 2020-12-31 | 2022-06-30 | $92,751 | $78,762 | $13,989 | $13,989 | |
| 500. THERMO ELECTRON CORP W/1 RT/SH | 2013-09-24 | 2022-06-30 | $268,592 | $46,620 | $221,972 | $221,972 | |
| 895.01 WARNER BROS DISCOVERY INC | 2008-08-25 | 2022-06-30 | $11,617 | $26,272 | -$14,655 | -$14,655 | |
| 600. SYSCO CORP | 2020-12-31 | 2022-11-07 | $49,697 | $44,158 | $5,539 | $5,539 | |
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,140 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $293,294 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,624 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $829 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,453 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | 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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126676439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $47,070 | CompensationAmt |
| 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 | $11,998,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,267 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,108,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,108,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,926,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $596,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $596,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,453 | TotalTaxAmt |
| Distributable Before Adj | $588,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $588,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $588,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $595,059 | 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 | $595,059 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $588,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,545 | 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 | $595,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,545 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $585,514 | 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 | $3,377 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN ENGLISH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SMITHFIELD STREET SUITE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126676439 | RecipientPhoneNum |
| Form And Info And Materials | SEND A LETTER WITH STATEMENT OF PURPOSE FOR WHICH THE FUNDS WILL BE USED AND INCLUDE A COPY OF THEIR IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1ST ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF FRANKLIN | |||||||
| 430 THIRTEENTH STREET | FRANKLIN | PA | 16323 | NONE | GOV | GENERAL OPERATING | $32,500 |
| BARROW CIVIC THEATRE | |||||||
| 1223 LIBERTY ST PO BOX 1089 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DR | TAMPA | FL | 336071435 | NONE | PC | GENERAL OPERATING | $20,000 |
| UNITED WAY WORLDWIDE | |||||||
| 701 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $145,000 |
| OIL REGION ALLIANCE OF BUSINESS INDUSTRY | |||||||
| 217 ELM ST | OIL CITY | PA | 163011412 | NONE | PC | GENERAL OPERATING | $10,000 |
| VENANGO COUNTY HUMANE SOCIETY | |||||||
| 286 S MAIN ST | SENECA | PA | 163462616 | NONE | PC | GENERAL OPERATING | $60,000 |
| BRIDGE BUILDERS COMMUNITY FOUNDATION | |||||||
| 206 SENECA ST NATIONAL TRANSIT BLD | OIL CITY | PA | 163011317 | NONE | PC | GENERAL OPERATING | $27,660 |
| FRANKLIN CIVIC OPERETTA ASSOC | |||||||
| 1223 LIBERTY ST | FRANKLIN | PA | 163231357 | NONE | PC | GENERAL OPERATING | $2,000 |
| CRANBERRY HOME & SCHOOL GROUP | |||||||
| 3 EDUCATION DR | SENECA | PA | 163462311 | NONE | PC | GENERAL OPERATING | $5,000 |
| VENANGO CENTER FOR CREATIVE DEVELOPMENT | |||||||
| PO BOX 382 | FRANKLIN | PA | 163230382 | NONE | PC | GENERAL OPERATING | $10,000 |
| NORTHWEST HOSPITAL FOUNDATION | |||||||
| 600 GRANT ST FL 56 | PITTSBURGH | PA | 152192730 | NONE | PC | GENERAL OPERATING | $10,200 |
| RED AND BLACK BOOSTER CLUB | |||||||
| 246 PONE LN | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $50,000 |
| FRANKLIN AREA MEALS ON WHEELS | |||||||
| PO BOX 491 | FRANKLIN | PA | 163230491 | NONE | PC | GENERAL OPERATING | $20,000 |
| PRECIOUS PAWS | |||||||
| PO BOX 784 | FRANKLIN | PA | 163230784 | NONE | PC | GENERAL OPERATING | $10,000 |
| COMMUNITY AMBULANCE | |||||||
| PO BOX 92 | TOWNSEND | WI | 541750092 | NONE | PC | GENERAL OPERATING | $25,000 |
| JAMIES KIDS | |||||||
| 1243 LIBERTY ST STE 301 | FRANKLIN | PA | 163231336 | NONE | PC | GENERAL OPERATING | $20,000 |
| ENVISION BLIND SPORTS | |||||||
| 88 SEIDLE RD | MERCER | PA | 161372134 | NONE | PC | GENERAL OPERATING | $29,488 |
| FRANKLIN BLUES & BARBECUE | |||||||
| 415 12TH ST | FRANKLIN | PA | 163231205 | NONE | PC | GENERAL OPERATING | $5,000 |
| FRANKLIN CEMETERY | |||||||
| 203 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | NC | CHARITABLE PURPOSE | $25,000 |
| BRIDGE BUILDERS | |||||||
| 206 SENECA ST | OIL CITY | PA | 16301 | NONE | PC | GENERAL OPERATING | $15,000 |
| FRANKLIN AREA SCHOOL DISTRICT | |||||||
| 40 KNIGHTS WAY | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $7,051 |
| SANDYCREEK PTO | |||||||
| 297 PONE LN | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $5,000 |
| THUNDER ELITE FASTPITCH INC | |||||||
| PO BOX 636 | VIENNA | OH | 44473 | NONE | PC | GENERAL OPERATING | $10,000 |
| VENANGO COUNTY COON AND FOX CLUB | |||||||
| PO BOX 546 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $10,000 |
| VALLEY GROVE ELEMENTARY SCHOOL | |||||||
| 389 SUGARCREEK DR | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,899 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,396 | 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 | $293,294 | 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 | $571,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $571,690 | 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 | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $25,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN CEMETERY COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CASH | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $625 | Amt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN CEMETERY COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 ROCKY GROVE AVENUE PO BOX 731 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-02-02 | GrantDt |
| Grant | $25,000 | GrantAmt |
| Purpose Of Grant | These funds would be used for several projects and equipment | PurposeOfGrantTxt |
| Expended By Grantee | $25,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE FOUNDATION'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/20/2023 | DatesOfReportsByGranteeTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 017357D92 ALLEGHENY CNTY PA SA | $153,163 | $156,603 |
| 663730KD0 NORTHAMPTON TWP PA | $102,923 | $103,033 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 883556102 THERMO FISHER SCIENT | ||
| 02079K305 ALPHABET INC | $37,681 | $211,752 |
| 053015103 AUTOMATIC DATA PROCE | $171,602 | $429,948 |
| 22822V101 CROWN CASTLE INC | $81,980 | $135,640 |
| 931142103 WAL MART STORES INC | $156,434 | $411,191 |
| H1467J104 CHUBB LTD | $94,136 | $375,020 |
| 464287655 I SHARES RUSSELL 200 | $70,311 | $110,544 |
| 46138E511 INVESCO EXCHANGE-TRA | $138,929 | $104,231 |
| 00287Y109 ABBVIE INC | $26,777 | $145,449 |
| 171340102 CHURCH & DWIGHT INC | $123,428 | $248,440 |
| 375558103 GILEAD SCIENCES INC | $59,211 | $206,040 |
| 548661107 LOWES COS INC | $53,991 | $159,392 |
| 55261F104 M & T BK CORP | $109,710 | $108,795 |
| 617446448 MORGAN STANLEY | $79,699 | $170,040 |
| 907818108 UNION PAC CORP | $8,792 | $62,121 |
| 78464A359 SPDR SER TR | $295,294 | $412,484 |
| 032654105 ANALOG DEVICES INC | $86,800 | $246,045 |
| 037833100 APPLE INC | $123,109 | $623,664 |
| 075887109 BECTON DICKINSON & C | $72,576 | $127,150 |
| 149123101 CATERPILLAR INS | $20,497 | $59,890 |
| 17275R102 CISCO SYS INC | $166,780 | $347,772 |
| 30231G102 EXXON MOBIL CORP | $17,063 | $165,450 |
| 478160104 JOHNSON & JOHNSON | $10,722 | $30,914 |
| 59156R108 METLIFE INC | $66,674 | $132,437 |
| 594918104 MICROSOFT CORP | $34,835 | $359,730 |
| 713448108 PEPSICO INC | $49,106 | $361,320 |
| 718546104 PHILLIPS 66 | $67,935 | $88,468 |
| 747525103 QUALCOMM INC | $55,358 | $241,868 |
| 02079K107 ALPHABET INCORPORATI | ||
| 438516106 HONEYWELL INTL INC | $90,954 | $198,228 |
| 539830109 LOCKHEED MARTIN CORP | $133,746 | $243,245 |
| 681919106 OMNICOM GROUP INC | $80,532 | $130,512 |
| 21036P108 CONSTELLATION BRANDS | $71,016 | $115,875 |
| 46625H100 JPMORGAN CHASE & CO | $17,034 | $60,345 |
| 65339F101 NEXTERA ENERGY INC | $35,644 | $209,000 |
| 742718109 PROCTER & GAMBLE CO | $120,386 | $307,667 |
| 126650100 CVS HEALTH CORP | $71,369 | $256,645 |
| 244199105 DEERE & CO | $53,953 | $643,140 |
| 68389X105 ORACLE CORP | $23,096 | $114,436 |
| 718172109 PHILIP MORRIS INTL I | $167,424 | $333,993 |
| 91913Y100 VALERO ENERGY CORP N | $71,230 | $126,860 |
| 277911491 EATON VANCE MUTUAL F | $280,193 | $249,637 |
| 464287234 ISHARES TR | $164,084 | $184,384 |
| 00206R102 AT&T INC | $83,880 | $68,117 |
| 02209S103 ALTRIA GROUP INC | $42,289 | $91,420 |
| 09247X101 BLACKROCK INC | $101,744 | $212,589 |
| 88579Y101 3M CO | $65,155 | $68,834 |
| 91324P102 UNITEDHEALTH GROUP I | $81,555 | $403,467 |
| 459200101 INTERNATIONAL BUSINE | $60,370 | $84,534 |
| 580135101 MCDONALDS CORP | $11,326 | $52,706 |
| 717081103 PFIZER INC | $104,735 | $325,272 |
| 816851109 SEMPRA | $95,280 | $154,540 |
| 871829107 SYSCO CORP | ||
| 22160K105 COSTCO WHOLESALE COR | $74,814 | $91,300 |
| 74340W103 PROLOGIS INC | ||
| 50155Q100 KYNDRYL HOLDINGS INC | ||
| 92939U106 WEC ENERGY GROUP INC | $72,464 | $75,008 |
| 61756E461 MORGAN STANLEY INSTL | ||
| 649280815 NEW WORLD FD INC NEW | ||
| 31421N683 FEDERATED HERMES EQU | ||
| 89155T649 TOUCHSTONE FDS GROUP | ||
| 666807102 NORTHROP GRUMMAN COR | $70,485 | $81,842 |
| 025537101 AMERICAN ELEC PWR CO | $47,965 | $47,475 |
| 32008F200 FIRST EAGLE FDS | $150,000 | $148,261 |
| 579780206 MCCORMICK & CO INC | $83,717 | $82,890 |
| 060505104 BANK AMER CORP | $44,160 | $33,120 |
| 532457108 LILLY ELI & CO | $96,630 | $109,752 |
| 744320102 PRUDENTIAL FINL INC | $95,750 | $99,460 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $9,975 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $683 | $683 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,768 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,624 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,117 | $1,117 | $0 |
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