EDWARD V & JESSIE L PETERS CHARIT TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD V & JESSIE L PETERS CHARIT TRUST (EIN 25-6358729)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349100340
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T09:00:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-10-27 | 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 | 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 | $13,439,953 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $261,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $249,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $490,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $249,947 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $511,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $500,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,506 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,253 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,253 | 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 | $3,366 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $662 | 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 | $50,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,878 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,094 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,094 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $535,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $508,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,330 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $38,467 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,908 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,932,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,075,695 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,064,544 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $259,183 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $257,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $285,501 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,231,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,423,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,439,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,231,552 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,423,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,231,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,423,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,231,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,423,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,231,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $226,458 | OtherIncreasesAmt |
| Subtotal | $5,433,608 | SubtotalAmt |
| Other Decreases | $10,371 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,423,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 180. APPLE COMPUTER | 2015-12-21 | 2021-06-24 | $24,100 | $4,806 | $19,294 | $19,294 | |
| 100. DEERE & COMPANY | 2006-01-30 | 2021-06-24 | $34,998 | $3,597 | $31,401 | $31,401 | |
| 6115.61 E V ATLANTA CAP SMID CAP I | 2013-09-24 | 2021-01-06 | $235,084 | $139,008 | $96,076 | $96,076 | |
| 1230. EMERSON ELECTRIC CO | 2013-09-24 | 2021-05-17 | $117,642 | $80,614 | $37,028 | $37,028 | |
| 129. THERMO ELECTRON CORP W/1 RT/SH | 2013-09-24 | 2021-01-06 | $62,191 | $12,028 | $50,163 | $50,163 | |
| CAPITAL GAIN DIVIDENDS | $15,985 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,985 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,985 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,985 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,985 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $249,947 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,856 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,747 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,603 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | TaxDueAmt |
| 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 | $46,506 | 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 | $12,108,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,193,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,193,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,010,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,624 | TotalTaxAmt |
| Distributable Before Adj | $593,886 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $593,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $593,886 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $508,972 | 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 | $508,972 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $593,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,116 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,253 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $508,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $508,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $75,369 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $75,369 | 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 | $9,545 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF VENANGO COUN | ||||||||
| 1999 ALLEGHENY BLVD | RENO | PA | 16343 | NONE | PC | GENERAL OPERATING | $85,000 | |
| CITY OF FRANKLIN | ||||||||
| 430 THIRTEENTH STREET | FRANKLIN | PA | 16323 | NONE | GOV | GENERAL OPERATING | $31,157 | ATTN RONNIE BEITH |
| RED AND BLACK BOOSTER CLUB | ||||||||
| 246 PONE LANE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $25,000 | |
| FRANKLIN AREA SCHOOL DISTRICT | ||||||||
| 702 LIBERTY ST | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $35,000 | |
| FRANKLIN YMCA | ||||||||
| 111 WEST PARK ST | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $50,000 | |
| BARROW CIVIC THEATRE | ||||||||
| 1223 LIBERTY ST PO BOX 1089 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $60,000 | |
| VENANGO CENTER FOR CREATIVE | ||||||||
| PO BOX 382 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $10,000 | DEVELOPMENT |
| POLK FIRE RESCUE | ||||||||
| 710 MAIN STREET | POLK | PA | 16342 | NONE | PC | GENERAL OPERATING | $10,000 | |
| AUTISM SPEAKS | ||||||||
| 8035 MCKNIGHT ROAD | PITTSBURGH | PA | 15237 | NONE | PC | GENERAL OPERATING | $25,000 | |
| ABC LIFE CENTER | ||||||||
| 323 13TH ST | FRNAKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $10,000 | |
| 1ST LADY'S FUND | ||||||||
| PO BOX 1558 DEPT EA5W86 | COLUMBUS | OH | 43216 | NONE | PC | GENERAL OPERATING | $10,000 | |
| AUTISM TOUGH FOUNDATION | ||||||||
| PO BOX 727 | KNOX | PA | 162320727 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FRANKLIN CEMETERY | ||||||||
| 203 ROCKY GROVE AVE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $25,000 | |
| NORTHWEST HOSPITAL FOUNDATION | ||||||||
| 100 FAIRFIELD DR | SENECA | PA | 16346 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PPC VIOLENCE FREE NETWORK | ||||||||
| 29 PEARL AVE | OIL CITY | PA | 16301 | NONE | PC | GENERAL OPERATING | $10,000 | |
| PRECIOUS PAWS ANIMAL RESCUE | ||||||||
| 720 ATLANTIC AVE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ST JOSEPH'S INDIAN SCHOOL | ||||||||
| 1301 N MAIN ST | CHAMBERLAIN | SD | 57325 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BRIDGE BUILDERS COMMUNITY FOUNDATION | ||||||||
| 206 SENECA ST | OIL CITY | PA | 16301 | NONE | PC | GENERAL OPERATING | $8,000 | |
| FRANKLIN BLUES BARBEQUE | ||||||||
| PO BOX 523 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JAIME'S KIDS | ||||||||
| 1243 LIBERTY ST STE 320 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL OPERATING | $20,000 | |
| VENANGO COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 1045 | OIL CITY | PA | 16301 | NONE | PC | GENERAL OPERATING | $35,937 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,094 | 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 | $261,242 | 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 | $249,947 | 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 | $511,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $511,189 | 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 (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| POLK FIRE RESCUE INC | ||
| 1a(1) | $10,000 | CASH |
| FRANKLIN CEMETERY COMPANY | ||
| 1a(1) | $25,000 | CASH |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt |
|---|---|---|---|---|---|---|---|
| POLK - FIRE - RESCUE INC | |||||||
| 710 MAIN STREET PO BOX 329 | POLK | PA | 16342 | 2021-10-29 | $10,000 | These funds used for purchase of an off-road UTV to be used for search and rescue operations as well as wildland firefighting. | $10,000 |
| FRANKLIN CEMETERY COMPANY | |||||||
| 203 ROCKY GROVE AVENUE PO BOX 731 | FRANKLIN | PA | 16323 | 2021-08-02 | $25,000 | These funds would be used for several projects and equipment | $25,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 017357D92 ALLEGHENY CNTY PA SA | $153,738 | $174,312 |
| 663730KD0 NORTHAMPTON TWP PA U | $103,896 | $111,189 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 883556102 THERMO FISHER SCIENT | $46,620 | $333,620 |
| 02079K305 ALPHABET INCORPORATI | $37,681 | $347,645 |
| 053015103 AUTOMATIC DATA PROCE | $171,602 | $443,844 |
| 22822V101 CROWN CASTLE INTL CO | $81,980 | $208,740 |
| 931142103 WAL MART STORES INC | $156,434 | $419,601 |
| H1467J104 CHUBB LTD | $94,136 | $328,627 |
| 04314H667 ARTISAN INTERNATIONA | ||
| 464287655 I SHARES RUSSELL 200 | $70,311 | $141,033 |
| 46138E511 INVESCO EXCHANGE-TRA | $138,929 | $139,845 |
| 00287Y109 ABBVIE INC | $26,777 | $121,860 |
| 171340102 CHURCH & DWIGHT CO I | $123,428 | $315,905 |
| 375558103 GILEAD SCIENCES INC | $59,211 | $174,264 |
| 548661107 LOWES COS INC | $53,991 | $206,784 |
| 55261F104 MT BANK CORP | $109,710 | $115,185 |
| 617446448 MORGAN STANLEY | $79,699 | $196,320 |
| 907818108 UNION PAC CORP | $8,792 | $75,579 |
| 78464A359 SPDR SER TR | $295,294 | $531,857 |
| 032654105 ANALOG DEVICES INC | $86,800 | $263,655 |
| 037833100 APPLE INC | $123,109 | $852,336 |
| 075887109 BECTON DICKINSON AND | $74,294 | $125,740 |
| 149123101 CATERPILLAR INC | $20,497 | $51,685 |
| 17275R102 CISCO SYS INC | $166,780 | $462,601 |
| 30231G102 EXXON MOBIL CORP | $17,063 | $91,785 |
| 478160104 JOHNSON JOHNSON | $10,722 | $29,937 |
| 59156R108 METLIFE INC | $66,674 | $114,357 |
| 594918104 MICROSOFT CORP | $34,835 | $504,480 |
| 713448108 PEPSICO INC | $49,106 | $347,420 |
| 718546104 PHILLIPS 66 | $67,935 | $61,591 |
| 747525103 QUALCOMM INC | $55,358 | $402,314 |
| 02079K107 ALPHABET INCORPORATI | $21,452 | $217,019 |
| 438516106 HONEYWELL INTL INC | $90,954 | $192,872 |
| 539830109 LOCKHEED MARTIN CORP | $133,746 | $177,705 |
| 681919106 OMNICOM GROUP INC | $80,532 | $117,232 |
| 21036P108 CONSTELLATION BRANDS | $71,016 | $125,485 |
| 46625H100 JPMORGAN CHASE CO | $17,034 | $71,258 |
| 65339F101 NEXTERA ENERGY INC | $35,644 | $233,400 |
| 742718109 PROCTER GAMBLE CO/T | $120,386 | $332,067 |
| 277902698 E V ATLANTA CAP SMID | ||
| 126650100 CVS HEALTH CORP | $71,369 | $284,103 |
| 244199105 DEERE CO | $53,953 | $514,335 |
| 291011104 EMERSON ELECTRIC CO | ||
| 68389X105 ORACLE CORP | $23,096 | $122,094 |
| 718172109 PHILIP MORRIS INTL I | $167,424 | $313,500 |
| 91913Y100 VALERO ENERGY CORP N | $71,230 | $75,110 |
| 277911491 EATON VANCE MUTUAL F | $280,193 | $268,558 |
| 464287234 ISHARES TR | $164,084 | $237,655 |
| 00206R102 ATT INC | $110,155 | $91,020 |
| 02209S103 ALTRIA GROUP INC | $42,289 | $94,780 |
| 09247X101 BLACKROCK INC | $101,744 | $274,668 |
| 88579Y101 3M CO | $65,155 | $101,960 |
| 91324P102 UNITEDHEALTH GROUP I | $81,555 | $382,129 |
| 92556V106 VIATRIS INC | ||
| 459200101 INTERNATIONAL BUSINE | $60,370 | $80,196 |
| 580135101 MCDONALDS CORP | $11,326 | $53,614 |
| 717081103 PFIZER INC | $104,735 | $374,849 |
| 816851109 SEMPRA | $95,280 | $132,280 |
| 871829107 SYSCO CORP | $44,158 | $47,130 |
| 22160K105 COSTCO WHOLESALE COR | $74,814 | $113,540 |
| 74340W103 PROLOGIS INC | $78,762 | $134,688 |
| 50155Q100 KYNDRYL HOLDINGS INC | $3,007 | $2,172 |
| 92939U106 WEC ENERGY GROUP INC | $72,464 | $77,656 |
| 61756E461 MORGAN STANLEY INSTL | $125,000 | $141,120 |
| 649280815 NEW WORLD FD INC NEW | $100,000 | $97,610 |
| 31421N683 FEDERATED HERMES EQU | $125,000 | $118,058 |
| 89155T649 TOUCHSTONE FDS GROUP | $50,000 | $56,071 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $10,371 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY PENDING SALES ADJ | Desc |
| Amt | $226,458 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $440 | $440 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,704 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $222 | $222 | $0 |
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