IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349104074
- Schema version
- 2021v4.2
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T14:58:52-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAR | BusinessNameControlTxt |
| Phone | 4122611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 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 A MERCER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122611600 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | MERCER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SCHERER | PreparerPersonNm |
| PTIN | P00953415 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2022-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,994,819 | 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 |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $238,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,889 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $837,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,889 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $108,913 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $108,913 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $597,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $597,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,564 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $938 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,626 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,666 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,833 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,833 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $36,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,232 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,027 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,960 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $350 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,308 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $55,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,308 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $456,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $74,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $531,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,226 | CashBOYAmt |
| Cash EOY | $88,620 | CashEOYAmt |
| Cash EOYFMV | $88,620 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $239,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,143 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,143 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,501,525 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,648,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,742,056 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,809,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,901,206 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,994,819 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,809,114 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,901,206 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,809,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,901,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,809,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,901,206 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,809,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $74,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,990 | OtherIncreasesAmt |
| Subtotal | $7,901,206 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,901,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TD AMERITRADE XX0375 | $150,614 | $156,000 | -$5,386 | -$5,386 | |
| TD AMERITRADE XX0375 | $529,154 | $432,058 | $97,096 | $97,096 | |
| CAPITAL GAINS DIVIDENDS | $158,179 | $158,179 | $158,179 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,889 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,232 | 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 | $3,232 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,161 | TaxDueAmt |
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 | Yes (1) | 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 |
| 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 FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 |
|---|---|---|---|---|---|---|---|---|
| SARA A MERCER | ||||||||
| 216 MERIDAN STREET | PITTSBURGH | PA | 15211 | TRUSTEE | 1.00 | $23,282 | $0 | $0 |
| SHANNON PAULOVICH | ||||||||
| 147 JULIA DRIVE | SARVER | PA | 16055 | TRUSTEE | 2.00 | $23,282 | $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 | $9,546,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,855,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,855,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,707,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,393 | TotalTaxAmt |
| Distributable Before Adj | $477,980 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $477,980 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $477,980 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $456,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $456,295 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477,980 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $324,354 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $456,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $324,354 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,941 | 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 | $346,039 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHENY KISKI VALLEY HISTORICAL SOCIETY | |||||||
| 224 E 7TH AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | MAINTENANCE OF BUILDING (REPLACE FURNACE & AC ON MAIN LEVEL, REPLACE DOOR ON RAMP ENTRANCE, REPLACE NON-WORKING PLUMBING FIXTURES IN RESTROOM, AND CONTINUING TO DIGITIZE MUSUEM COLLECTION) | $15,000 |
| ALLEGHENY VALLEY ASSOCIATION OF CHURCHES | |||||||
| 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | SUPPORT OPERATIONS OF FAMILY PROMISE | $10,000 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | |||||||
| 533 LINDEN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | PRE-ADOPTION AND EMERGENCY MEDICAL CARE FOR SHELTER ANIMALS | $10,000 |
| BETHEL UNITED METHODIST CHURCH | |||||||
| 150 ALDER STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | PURCHASE AND INSTALL HOT WATER BOILER SYSTEM, SAFETY EQUIPMENT UPGRADES AND REPLACE PARTS | $7,500 |
| BETHESDA EVANGELICAL LUTHERAN CHURCH | |||||||
| 3084 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | PROVIDE NON-PERISHABLE FOOD ITEMS FOR LOCAL FAMILIES AND THEIR PETS; ADD CABINETRY FOR STORAGE | $10,000 |
| BUTLER COUNTY HUMANE SOCIETY | |||||||
| 1015 EVANS CITY ROAD | RENFREW | PA | 16053 | CHARITY | EXEMPT | SPAY & NEUTER COST OF SHELTER ANIMALS AND DEVELOP A SPAY & NEUTER 50% REIMBURSEMENT PROGRAM FOR COMMUNITY PET OWNERS | $25,000 |
| CENTER UNITED METHODIST CHURCH | |||||||
| 1575 DONNELLVILLE ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | FIX WATER PROBLEM AT PARSONAGE AND ON THE WEST WALL OF THE CHURCH | $10,000 |
| CENTRAL BAPTIST CHURCH OF PITTSBURGH | |||||||
| 2200 WYLIE AVENUE | PITTSBURGH | PA | 15219 | CHARITY | EXEMPT | YOUTH OUTREACH PROGRAM | $12,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | CHARITY | EXEMPT | IMPLEMENT 3 TASK FORCES WITHIN FCP'S NEWLY FORMED COMMUNITY DEVELOPMENT CORPORATION | $10,000 |
| CHRIST COMMUNITY FELLOWSHIP | |||||||
| 160 SINGLETON ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | UPGRADE SOUND, PROJECTION AND BROADCAST TECHNOLOGY (COMPUTERS) | $1,698 |
| CHRIST IS THE ANSWER INC | |||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | REPLACE PRAYER TABERNACLE THAT WAS DESTROYED BY STORM | $1,910 |
| CHRIST OUR HOPE ANGLICAN CHURCH | |||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | HELP OFFSET BUDGET DEFICIT; DIAPER PANTRY; NEW ASPHALT DRIVEWAY AND PARKING LOT | $15,000 |
| CHURCH OF THE BRETHREN | |||||||
| 1007 DAVIS STREET | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | IMPROVE OVERHEAD SCREEN VISABILITY AND CHURCH BUILDING TLC MAINTENANCE | $5,000 |
| COMMUNITY LIBRAY OF ALLEGHENY VALLEY | |||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | ESTABLISH COLLECTION CONNECTIONS IN EACH OF SIX COMMUNITIES THE LIBRARY SERVES | $3,540 |
| EAST UNION PRESBYTERIAN CHURCH | |||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | REPAIR EAST WALL IN OLDEST BUILDING, FOUNDER'S CHAPEL, PHASE TWO | $6,900 |
| FAITH EVANGELICAL LUTHERAN CHURCH | |||||||
| 1500 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | STAIRLIFT REPLACEMENT PROJECT | $10,000 |
| FIRST BAPTIST CHURCH OF TARENTUM | |||||||
| 410 THIRD AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | FURNITURE REPLACEMENT AND TECHNOLOGY UPGRADE PROJECT | $4,800 |
| FIRST EVANGELICAL LUTHERAN CHURCH | |||||||
| 221 RIDGE AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | STOCK AND PROVIDE FOOD FOR THE NEIGHBORHOOD | $4,800 |
| FREEPORT UNITED METHODIST CHURCH | |||||||
| 211 FOURTH STREET | FREEPORT | PA | 16229 | CHARITY | EXEMPT | REPAIR ROOF, REPAIR INTERIOR WALL DAMAGE CAUSED BY ROOF DAMAGE, REPLACE OUTDATED FIRE SUPPRESSION SYSTEM IN KITCHEN | $10,000 |
| GRACE COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 2751 GRANT STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | REPLACE SIDEWALK THAT CONNECTS THE PARKING LOT, HANDICAP PARKING SPACES, AND RAMP TO THE CHURCH ENTRANCES | $2,000 |
| GRACE UNITED METHODIST CHURCH | |||||||
| 1333 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | REPLACEMENT OF EXTERIOR STAIRWAY | $6,875 |
| HARVEST BAPTIST CHURCH | |||||||
| 224 HARVEST LANE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | BROADCASTING OF CHURCH SERVICES | $5,000 |
| HOWARD INTERNATIONAL MINISTRIES | |||||||
| 930 MERWIN ROAD | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | FEEDING MINISTRY IN NEW KENSINGTON AND JEANETTE | $7,500 |
| JANES UNITED METHODIST CHURCH | |||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | CHARITY | EXEMPT | MASONRY WORK TO REPAIR LOOSE BRICKSON CHIMNEY AND SIDE PORCH OF THE CHURCH BUILDING | $2,475 |
| LAS GERIATRIC CARE SERVICES | |||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | CHARITY | EXEMPT | EXPAND THE PAIN MANAGEMENT PROGRAM | $2,500 |
| LITTLE SISTERS OF THE POOR OF PENNSYLVANIA | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | CHARITY | EXEMPT | RESTOCK KITCHEN PANTRY | $15,000 |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||
| 105 BURGESS DRIVE | ZELIENOPLE | PA | 16063 | CHARITY | EXEMPT | CONTINUE TO PROVIDE FOOD AND MEALS | $10,000 |
| LUTHERAN SERVICE SOCIETY OF WESTERN PA | |||||||
| 440 LINCOLN AVE | PITTSBURGH | PA | 15202 | CHARITY | EXEMPT | HELP OFFSET COSTS OF MEALS DELIVERED TO PARTICIPANTS WHO CANNOT AFFORD TO PAY FOR THEM | $3,500 |
| MANCHESTER YOUTH DEVELOPMENT CENTER | |||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | CHARITY | EXEMPT | STEM ACTIVITIES, OFF-SITE ENRICHMENT AND MANDARIN COURSES FOR PRE-K | $8,000 |
| NATRONA HEIGHTS PRESBYTERIAN CHURCH | |||||||
| 1428 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | UPGRADE/REVAMP TECHNOLOGY; FIX SECTIONS OF ROOF; BREAKER BOX NOT UP TO CODE; CHANGE OLD LIGHTS AND BALLASTS; ADD STONE/GRAVEL TO PARKING LOT | $16,000 |
| OLD UNION PRESBYTERIAN CHURCH | |||||||
| 200 UNION CHURCH ROAD | MARS | PA | 16046 | CHARITY | EXEMPT | INSTALL AIR CONDITIONING IN THE SANCTUARY | $2,000 |
| PLEASANT UNITY UNITED PRESBYTERIAN CHURCH | |||||||
| 188 MILLERSTOWN-CULMERVILLE RD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | REPAIR OF MUD SPILLING INTO HANDICAP ACCESS AS WELL AS WATER IN THE FURNACE ROOM BASEMENT | $4,000 |
| SALVATION ARMY BRACKENRIDGE (ALLEGHENY VALLEY) | |||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | SEND UNDERPRIVILEGED CHILDREN TO CAMP ALLEGHENY; SUPPORT 12-15 TEENAGERS INVOLVED IN WEEKLY CORPS PROGAMS | $7,500 |
| SALVATION ARMY OF NEW KENSINGTON | |||||||
| 1101 FIFTH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | PROVIDE MONTHLY MEAL AND ACTIVITY BOXES AND FOOD PANTRY ITEMS | $5,000 |
| SPRINGDALE UNITED METHODIST CHURCH | |||||||
| 739 PITTSBURGH STREET | SPRINGDALE | PA | 15144 | CHARITY | EXEMPT | REPLACE HANDICAP ACCESSIBLE RAMP AND GLASS BLOCKS IN WINDOW IN FELLOWSHIP HALL | $8,000 |
| ST GEORGE ANTIOCHIAN ORTHODOX CHURCH | |||||||
| 1150 LEISHMAN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | EXCAVATE AND REPLACE SEVERELY DAMAGED AND DETERIORATED ASPHALT PARKING LOT | $5,000 |
| ST JOHN THE BAPTIST ORTHODOX CATHOLIC CHURCH | |||||||
| 150 ELMTREE ROAD | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | PURCHASE A NEW ROOF AND REBUILD ONION DOME | $5,000 |
| ST LUKE LUTHERAN CHURCH AND SCHOOL | |||||||
| 330 HANNAHSTOWN ROAD | CABOT | PA | 16023 | CHARITY | EXEMPT | SUPPLY 125 CHILDREN WITH BACKPACKS FILLED WITH SCHOOL SUPPLIES AND DEVOTIONAL MATERIALS | $2,750 |
| ST MARGARET MARY CHURCH | |||||||
| 3055 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | PASTORAL CARE FOR THE SICK & HOME BOUND; FOOD BANK COORDINATORS | $8,000 |
| ST MARY'S OF CZESTOCHOWA CHURCH | |||||||
| 857 KENNETH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | SUPPORT FOR SICK & HOME BOUND | $8,000 |
| STS PETER AND PAUL BYZANTINE CATHOLIC CHURCH | |||||||
| 339 EAST 10TH AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | VIDEO EQUIPMENT AND COMMERCIAL REFRIGERATOR | $5,326 |
| TOUR-ED MINE AND MUSEUM | |||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | LOCOMOTIVE REPAIR, WORKING CAPITAL, TREE TRIM AND REMOVAL | $48,800 |
| TRINITY UNITED CHRISTIAN CHURCH | |||||||
| 3400 GARVERS FERRY ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | ASSIST WITH DEFICIT IN THE CHURCH | $10,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 1209 PENNSYLVANIA AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | SUPPORT FOR PORTION OF ONGOING EXPENSE DEFICIT | $10,000 |
| UNITY UNITED PRESBYTERIAN CHURCH | |||||||
| 1146 GREENTREE ROAD | PITTSBURGH | PA | 15220 | CHARITY | EXEMPT | PROVIDE AND DISTRIBUTE 170 PERSONAL HYGIENE BAGS TO HOMELESS POPULATION OF PITTSBURGH | $12,000 |
| VISITING NURSES ASSOCIATION OF BUTLER COUNTY DBA VNA OF WESTERN PA | |||||||
| 105 BURGESS STREET | ZELIENOPLE | PA | 16063 | CHARITY | EXEMPT | PURCHASE 15 GRAND PADS FOR SENIORS SERVED BY PRIVATE DUTY AND HOSPICE CARE | $2,880 |
| WALTER CHAPEL UNITED METHODIST CHURCH | |||||||
| 404 CRAWFORD RUN ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | REMOVAL OF TWO 200 YEAR OLD OAK TREES AND REPLACEMENT OF 2 DOORS FOR HANDICAP ACCESSABILITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,254 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,371 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $108,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $597,205 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $597,205 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND TREASURY REGULATION SECTION 53.4942(A)-3(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING 12/31/15 IN THE AMOUNT OF $50,117. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $7,648,443 | EOYBookValueAmt |
| EOYFMV | $9,742,056 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $11,666 | LegalFeesAmt |
| Net Investment Income | $5,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,833 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $350 | $0 | $350 |
| ROYALTY OPERATING EXPENSES | $23,960 | $23,960 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY PAYMENTS | Desc |
| Revenue And Expenses Per Books | $108,913 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $108,913 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $108,913 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $17,990 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $33,550 | $33,550 | $0 |
| CONSULTING FEES | $350 | $0 | $350 |
| ADMINISTRATIVE ASSISTANT | $2,882 | $0 | $2,882 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $1,500 | $0 | $0 |
| FOREIGN TAXES PAID | $1,027 | $1,027 | $0 |
Comments