IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202343119349100629
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T10:01:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251796920 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | 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 | 256897871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA R WOOD AND FRANCES WOOD CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 4122611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LEECH TISHMAN 525 WM PENN WAY | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA MERCER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122611600 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M SCHMIDT | PreparerPersonNm |
| PTIN | P00752585 | PTIN |
| Phone | 4122610779 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
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 | $8,697,607 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $176,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $246,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $911,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $246,044 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $239,808 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $239,808 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $662,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $662,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,628 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $993 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,636 | 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 Rev And Expnss | $9,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,540 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,540 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,031 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,045 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,105 | 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 | $16 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $16 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $560,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $614,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,620 | CashBOYAmt |
| Cash EOY | $40,348 | CashEOYAmt |
| Cash EOYFMV | $40,348 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $164,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $126,759 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $126,759 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $7,648,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,809,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,530,500 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,901,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,976,338 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,697,607 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,901,206 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,976,338 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,901,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,976,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,901,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,976,338 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,901,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,003,456 | SubtotalAmt |
| Other Decreases | $27,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,976,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . TD AMERITRADE 1099 | 2022-04-19 | 2022-12-31 | $39,031 | $41,617 | -$2,586 | -$2,586 | |
| . TD AMERITRADE 1099 | 2021-01-01 | 2022-12-31 | $739,041 | $623,464 | $115,577 | $115,577 | |
| CAPITAL GAIN DIVIDENDS | $133,053 | P | |||||
| CAPITAL GAIN DIVIDENDS | $133,053 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $246,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $95 | EsPenaltyAmt |
| Overpayment | $1,768 | OverpaymentAmt |
| Applied To ES Tax | $1,768 | 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 |
| Individual With Books | SARA MERCER CO LEECH TISHMAN | IndividualWithBooksNm |
| Phone | 4122611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 WILLIAM PENN WAY 28TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SARA A MERCER | ||||||
| 216 MERIDAN STREET | PITTSBURGH | PA | 15211 | TRUSTEE | 1 | $24,814 |
| SHANNON PAULOVICH | ||||||
| 147 JULIA DRIVE | SARVER | PA | 16055 | TRUSTEE | 2 | $24,814 |
| 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 | $9,019,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,715 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,249,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,249,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,110,589 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,537 | TotalTaxAmt |
| Distributable Before Adj | $446,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $446,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $446,992 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,388 | 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 | $500,388 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $446,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $346,039 | 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 | $500,388 | QualifyingDistributionsAmt |
| Applied To Year1 | $346,039 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,349 | 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 | $292,643 | 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 (42 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 |
|---|---|---|---|---|---|---|---|---|
| THE LITTLE SISTERS OF THE POOR | ||||||||
| OF PENNSYLVANIA | 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | RESTOCKING THE KITCHEN | $15,000 |
| LUTHERAN SENIORLIFE FOUNDATION | ||||||||
| 105 BURGESS DRIVE | ZELIENOPLE | PA | 16063 | NONE | 501(C)(3) | OFFSET COSTS OF MEALS ON | $25,000 | |
| MANCHESTER YOUTH DEVELOPMENT CENTER | ||||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 152331304 | NONE | 501(C)(3) | AFTERSCHOOL PROGRAMS | $10,000 | |
| MILLERSTOWN UNITED METHODIST CHURCH | ||||||||
| 2830 THOMPSON ROAD | TARENTUM | PA | 15084 | NONE | 501(C)(3) | REPLACE TWO EXTERIOR DOORS | $10,800 | |
| NATRONA HEIGHTS PRESBYTERIAN CHURCH | ||||||||
| 1425 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | DECREASING BUDGET DEFICIT | $20,000 | |
| OLD UNION PRESBYTERIAN CHURCH | ||||||||
| 200 UNION CHURCH ROAD | MARS | PA | 16046 | NONE | 501(C)(3) | CEMETERY PERPETUAL CARE | $2,000 | |
| THE ALLEGHENY VALLEY SALVATION ARMY | ||||||||
| PO BOX 124 | BRACKENRIDGE | PA | 15014 | NONE | 501(C)(3) | YOUTH PROGRAMS AND SUMMER | $8,000 | |
| THE SALVATION ARMY - NEW KENSINGTON | ||||||||
| 255 3RD STREET | NEW KENSINGTON | PA | 15068 | NONE | 501(C)(3) | MONTHLY MEALS, ACTIVITY | $10,000 | |
| SPRINGDALE UNITED METHODIST CHURCH | ||||||||
| 739 PITTSBURGH STREET | SPRINGDALE | PA | 15144 | NONE | 501(C)(3) | FURNACE & AIR CONDITIONING | $9,690 | |
| ST BARNABAS EPISCOPAL CHURCH | ||||||||
| C/O 201 CAMBREL POINT ROAD | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | UPGRADING FLUORESCENT | $6,000 | |
| ST GEORGE ANTIOCHIAN ORTHODOX CHURCH | ||||||||
| 1150 LEISHMAN AVENUE | NEW KENSINGTON | PA | 15068 | NONE | 501(C)(3) | NEW SIGN | $14,400 | |
| ST LUKE LUTHERAN CHURCH | ||||||||
| 330 HANNAHSTOWN ROAD | CABOT | PA | 16023 | NONE | 501(C)(3) | ENCOURAGEMENT BASKETS | $2,700 | |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | ||||||||
| PO BOX 128 | SARVER | PA | 16055 | NONE | 501(C)(3) | CAMERAS, MICROPHONES & | $7,000 | |
| OUR LADY OF THE LAKES PARISH | ||||||||
| PO BOX 149 | BAIRDFORD | PA | 15006 | NONE | 501(C)(3) | DECREASING THE BUDGET | $20,000 | |
| STS PETER AND PAUL BYZANTINE | ||||||||
| CATHOLIC CHURCH | 339 EAST 10TH AVENUE | TARENTUM | PA | 15084 | NONE | 501(C)(3) | REPLACING DUCT WORK & | $4,435 |
| TOUR-ED MINE AND MUSEUM | ||||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | NONE | 501(C)(3) | REPLACING CARPET & MUSEUM | $47,100 | |
| TRINITY EVANGELICAL LUTHERAN CHURCH | ||||||||
| 323 FIFTH STREET | FREEPORT | PA | 16229 | NONE | 501(C)(3) | EXTERIOR REPAIRS | $8,245 | |
| TRINITY UNITED CHRISTIAN CHURCH | ||||||||
| 3400 GARVERS FERRY ROAD | LOWER BURRELL | PA | 15068 | NONE | 501(C)(3) | ONGOING EXPENSE DEFICIT | $15,000 | |
| TRINITY UNITED METHODIST CHURCH | ||||||||
| 847 TENTH AVENUE | BRACKENRIDGE | PA | 15014 | NONE | 501(C)(3) | ONGOING EXPENSE DEFICIT | $10,000 | |
| WALTER CHAPEL UNITED METHODIST CHURCH | ||||||||
| 404 CRAWFORD RUN ROAD | CHESWICK | PA | 15024 | NONE | 501(C)(3) | EXTERIOR IMPROVEMENTS | $5,000 | |
| ALLEGHENY KISKI VALLEY HISTORICAL | ||||||||
| SOCIETY | 224 E 7TH AVENUE | TARENTUM | PA | 15084 | NONE | 501(C)(3) | DIGITIZING PROJECT | $5,000 |
| ALLEGHENY VALLEY ASSOCIATION | ||||||||
| OF CHURCHES | 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | FAMILY PROMISE OF THE AVAC | $10,000 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | ||||||||
| 730 CHURCH STREET | NEW KENSINGTON | PA | 15068 | NONE | 501(C)(3) | PRE-ADOPTION & MEDICAL CARE | $10,000 | |
| BETHEL UNITED METHODIST CHURCH | ||||||||
| 150 ALDER STREET | LOWER BURRELL | PA | 15068 | NONE | 501(C)(3) | FLOORING REPLACEMENT & | $22,500 | |
| BUTLER COUNTY HUMANE SOCIETY | ||||||||
| 1015 EVANS CITY ROAD | RENFREW | PA | 16053 | NONE | 501(C)(3) | MEDICAL CARE FOR ANIMALS | $20,000 | |
| CABOT UNITED METHODIST CHURCH | ||||||||
| 707 WINFIELD ROAD | CABOT | PA | 16023 | NONE | 501(C)(3) | DIAPERS & FORMULA FOR | $10,000 | |
| CENTER UNITED METHODIST CHURCH | ||||||||
| 1575 DONNELLVILLE ROAD | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | REPAIRING/REPLACING | $8,000 | |
| CENTRAL BAPTIST CHURCH OF PITTSBURGH | ||||||||
| 2200 WYLIE AVENUE - HILL DISTRICT | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | YOUTH OUTREACH PROGRAM | $10,000 | |
| CENTRAL PRESBYTERIAN CHURCH | ||||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | NONE | 501(C)(3) | EXPAND OUR REACH OPERATING | $10,000 | |
| CHRIST IS THE ANSWER | ||||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | NONE | 501(C)(3) | LANDSCAPING | $2,500 | |
| CHRIST OUR HOPE ANGLICAN CHURCH | ||||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | DECREASING BUDGET DEFICIT & | $8,000 | |
| CHURCH OF THE BRETHREN | ||||||||
| 120 COE STREET | SARVER | PA | 16055 | NONE | 501(C)(3) | PARKING LOT SEALING & | $5,700 | |
| COMMUNITY LIBRARY OF ALLEGHENY VALLEY | ||||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | INCREASE LIBRARY CARD USAGE | $5,000 | |
| DEER CREEK PRESBYTERIAN CHURCH | ||||||||
| 33 BAIRDFORD ROAD | GIBSONIA | PA | 15044 | NONE | 501(C)(3) | DOOR REPLACEMENT PROJECT | $10,000 | |
| EAST UNION PRESBYTERIAN CHURCH | ||||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | NONE | 501(C)(3) | DOOR SAFETY PROGRAM | $9,331 | |
| FAITH EVANGELICAL LUTHERAN CHURCH | ||||||||
| 1500 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | CARE CLOSET PROJECT | $2,000 | |
| FIRST BAPTIST CHURCH OF TARENTUM | ||||||||
| 410 THIRD AVENUE | TARENTUM | PA | 15084 | NONE | 501(C)(3) | SOCIAL HALL FURNITURE | $4,000 | |
| FIRST EVANGELICAL LUTHERAN CHURCH | ||||||||
| 221 RIDGE AVENUE | NEW KENSINGTON | PA | 15068 | NONE | 501(C)(3) | PROVIDING FOOD FOR THOSE IN | $4,000 | |
| GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH | ||||||||
| 161 MCFANN ROAD | VALENCIA | PA | 16059 | NONE | 501(C)(3) | SPORTS EQUIPMENT & PAVILION | $10,000 | |
| HARVEST BAPTIST CHURCH | ||||||||
| 224 HARVEST LANE | NATRONA HEIGHTS | PA | 15065 | NONE | 501(C)(3) | UTILITY BILLS, GAS, CAR | $5,000 | |
| HOWARD INTERNATIONAL MINISTRIES | ||||||||
| 930 MERWIN ROAD | NEW KENSINGTON | PA | 15068 | NONE | 501(C)(3) | MINISTRY FOOD COSTS | $7,500 | |
| JANES UNITED METHODIST CHURCH | ||||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | NONE | 501(C)(3) | NEW ROOF, GUTTERS & | $14,250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,151 | 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 | $184 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176,281 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $239,808 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $246,044 | 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 | $662,317 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $662,317 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,450 | Amt |
| Net Investment Income | $7,450 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $7,809,231 | EOYBookValueAmt |
| EOYFMV | $8,530,500 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,080 | LegalFeesAmt |
| Net Investment Income | $4,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,540 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $27,118 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $16 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $239,808 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $239,808 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $33,031 | $33,031 | |
| ADMINISTRATIVE ASSISTANT | $4,045 | $4,045 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $11,561 | $0 | $0 |
| FOREIGN TAXES PAID | $2,105 | $2,105 | $0 |
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