BETA

JAMES T AND ROSE M PERRYMAN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMES T AND ROSE M PERRYMAN FAMILY FOUNDATION (EIN 47-2027367)
Tax period
2019-08-01 to 2020-07-31
Filed
2021-04-27
IRS object ID
202101179349101795
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-27T12:51:35-00:00ReturnTs
Tax Period End2020-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RD HOAG & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 NORTH BELL AVE SUITE 100AddressLine1Txt
CityCARNEGIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP15106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472027367EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James T and Rose M Perryman Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone7245035060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213 Vandale DrvieAddressLine1Txt
CityHoustonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15342ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFrank PerrymanPersonNm
Person TitleChairmanPersonTitleTxt
Signature2020-12-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BREERWOOD CPAPreparerPersonNm
Phone4122781600PhoneNum
Preparation2020-12-15PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,947,895FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$96,826ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,137InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,137InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$158,276DividendsRevAndExpnssAmt
Dividends Net Invst Incm$158,276DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$109,497NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,142,594GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109,497CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$365,736TotalRevAndExpnssAmt
Total Net Invst Incm$268,910TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$4,582LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$4,582LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,937AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,939AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$57,080OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$57,080OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$5,517TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,537OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,336OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$83,591TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,017TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,857TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$501,229ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$501,229ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$584,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,017TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$520,086TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$219,084ExcessRevenueOverExpensesAmt
Net Investment Income$209,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,030,412CashBOYAmt
Cash EOY$216,162CashEOYAmt
Cash EOYFMV$216,162CashEOYFMVAmt
US Government Obligations BOY$563,409USGovernmentObligationsBOYAmt
US Government Obligations EOY$653,467USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$653,467USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$2,767,301CorporateBondsBOYAmt
Corporate Bonds EOY$3,743,930CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,743,930CorporateBondsEOYFMVAmt
Other Investments BOY$2,780,739OtherInvestmentsBOYAmt
Other Investments EOY$3,330,635OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,330,635OtherInvestmentsEOYFMVAmt
Other Assets EOY$3,701OtherAssetsEOYAmt
Other Assets EOYFMV$3,701OtherAssetsEOYFMVAmt
Total Assets BOY$8,141,861TotalAssetsBOYAmt
Total Assets EOY$7,947,895TotalAssetsEOYAmt
Total Assets EOYFMV$7,947,895TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Retained Earning BOY$8,141,861RetainedEarningBOYAmt
Retained Earning EOY$7,947,895RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$8,141,861TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,947,895TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$8,141,861TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,947,895TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$8,141,861TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$219,084ExcessRevenueOverExpensesAmt
Other Increases$25,118OtherIncreasesAmt
Subtotal$7,947,895SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,947,895TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCharles Schwab - SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-01-01AcquiredDt
Sold2020-07-31SoldDt
Gross Sales Price$2,023,130GrossSalesPriceAmt
Cost Or Other Basis$2,033,097CostOrOtherBasisAmt
Gain Or Loss-$9,967GainOrLossAmt
Gains Minus Excess Or Losses-$9,967GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$109,497CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$18,155NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$351,042AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,108,666NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.043292DistributionYr1Rt
Adjusted Qlfy Distri Yr2$449,724AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$8,508,290NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.052857DistributionYr2Rt
Adjusted Qlfy Distri Yr3$391,157AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,588,725NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.045543DistributionYr3Rt
Adjusted Qlfy Distri Yr4$307,792AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,307,624NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.037049DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,664AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,267,378NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.007605DistributionYr5Rt
Total Distribution000000.186346TotalDistributionRt
Average Distribution000000.040680AverageDistributionRt
Net Vl Noncharitable Assets$7,896,889NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$321,245AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,099NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$323,344AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$520,086QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,099InvestmentIncomeExciseTaxAmt
Subtotal$2,099SubtotalAmt
Tax Based On Investment Income$2,099TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,800TotalPaymentsAndCreditsAmt
Original Return Tax Paid$5,800OriginalReturnTaxPaidAmt
Es Penalty$12EsPenaltyAmt
Overpayment$3,689OverpaymentAmt
Applied To ES Tax$3,689AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website Addressperrymanfoundation.orgWebsiteAddressTxt
Individual With BooksRose Mary PerrymanIndividualWithBooksNm
Phone7245035060PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1213 Vandale DriveAddressLine1Txt
CityHoustonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15342ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
James T Perryman Sr
213 Vandale DriveHoustonPA15342Pres/Sec/Director002.00$0
Rose Mary Perryman
213 Vandale DriveHoustonPA15342Treasurer/Director002.00$0
Frank L Perryman
213 Vandale DriveHoustonPA15342Chairman of the Board002.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The Foundation provides scholarships to qualified students for college level studies. During 8/1/19 to 7/31/20, 44 scholarships were paid to qualified students. Scholarships are provided based on criteria set forth in the operating agreement and approved by the Internal Revenue Service. Scholarship payments are made directly to colleges.Description1Txt
Expenses1$520,086Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,034,681AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$980,614AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,851FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,017,146TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$8,017,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$120,257CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,896,889NetVlNoncharitableAssetsAmt
Minimum Investment Return$394,844MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$394,844MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,099TaxBasedOnInvestmentIncomeAmt
Total Tax$2,099TotalTaxAmt
Distributable Before Adj$392,745DistributableBeforeAdjAmt
Distributable Before Ded$392,745DistributableBeforeDedAmt
Distributable As Adjusted$392,745DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$520,086ExpensesAndContributionsAmt
Qualifying Distributions$520,086QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,099PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$517,987AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$392,745DistributableAsAdjustedAmt
Undistributed Income PY$247,752UndistributedIncomePYAmt
Qualifying Distributions$520,086QualifyingDistributionsAmt
Applied To Year1$247,752AppliedToYear1Amt
Applied To Current Year$272,334AppliedToCurrentYearAmt
Undistributed Income CY$120,411UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJames T Perryman SrContributingManagerNm
Contributing ManagerRose M PerrymanContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFrank L PerrymanRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1213 Vandale DriveAddressLine1Txt
CityHoustonCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15342ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7245035060RecipientPhoneNum
Form And Info And MaterialsSee schedule attachedFormAndInfoAndMaterialsTxt
Submission DeadlinesSee schedule attachedSubmissionDeadlinesTxt
Restrictions On AwardsSee schedule attachedRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Penn State University
201 Old MainUniversity ParkPA16082NONEPCScholarships for qualified students$160,885
University of Pittsburgh
4200 Fifth AvenuePittsburghPA15260NONEPCScholarships for qualified students$64,390
Carnegie Mellon University
5000 Forbes AvenuePittsburghPA15213NONEPCScholarships for qualified students$49,000
Duquesne University
600 Forbes AvenuePittsburghPA15282NONEPCScholarships for qualified students$43,000
University of Michigan
500 State StreetAnn ArborMI48109NONEPCScholarships for qualified students$27,500
Purdue University
610 Purdue MallWest LafayetteIN47907NONEPCScholarships for qualified students$25,000
Columbia University
W 116th StreetNew YorkNY10027NONEPCScholarships for qualified students$20,000
Case Western University
10900 Euclid AvenueClevelandOH44106NONEPCScholarships for qualified students$18,000
Georgia Institute of Technology
North AvenueAtlantaGA30332NONEPCScholarships for qualified students$18,000
Clarion University
909 E Wood StreetClarionPA16214NONEPCScholarships for qualified students$10,600
Youngstown State University
One University PlazaYoungstownOH44555NONEPCScholarships for qualified students$10,000
University of Delaware
210 S College AveNewarkDE19716NONEPCScholarships for qualified students$9,000
University of Notre Dame
115 Main BuildingNotre DameIN46556NONEPCScholarships for qualified students$9,000
St Vincent College
300 Fraser Purchase RoadLatrobePA15650NONEPCScholarships for qualified students$8,037
Penn State University - Fayette
2201 University DriveLemont FurnacePA15456NONEPCScholarships for qualified students$8,037
Penn State University - Behrend
4701 College DrEriePA16563NONEPCScholarships for qualified students$6,250
Rochester Institute of Technology
56 Lomb Memorial DriveRochesterNY14623NONEPCScholarships for qualified students$6,000
Chatham University
Woodland RoadPittsburghPA15232NONEPCScholarships for qualified students$3,750
Ohio University
1 Ohio University DrAthensOH45701NONEPCScholarships for qualified students$3,500
Buck's County Community College
275 Swamp RoadNewtownPA18940NONEPCScholarships for qualified students$1,280
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$501,229TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,137ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$158,276ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$109,497ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$268,910ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$268,910TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJames T PerrymanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12340 Southwind DriveAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15241ZIPCd
FieldValueIRS element (for citing)
Total Contributions$96,635TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Preparation FeedsCategoryTxt
Amt$3,875Amt
Net Investment Income$1,937NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,939DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate Bond Mutual FundsBondNm
EOY Book Value$3,743,930EOYBookValueAmt
EOYFMV$3,743,930EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Mutual Funds equitiesFMV$2,551,640$2,551,640
Brightwood InvestmentFMV$188,639$188,639
Egis Capital Fund III, LPFMV$90,081$90,081
Coury Partners, LPFMV$500,275$500,275

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal Fees - Charitable PurposesCategoryTxt
Legal Fees$4,582LegalFeesAmt
Disbursements Charitable Prps$4,582DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPrepaid TaxesDesc
EOY Book Value$3,701EOYBookValueAmt
EOYFMV$3,701EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Scholarship Software Fees$11,625$11,625
Bank Fees$450$450
Office Supplies$261$261
Tax Penalty$201

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease Decrease in FMV of InvestmentsDesc
Amt$25,118Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Fees advisory$52,370$52,370
Section 212 Expenses - Other$4,710$4,710

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income Tax on investment incomeCategoryTxt
Amt$5,517Amt

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