IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349102865
- Schema version
- 2020v4.1
- 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
- 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 | 2021-11-15T10:17:21-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-01 | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SCHERER | PreparerPersonNm |
| PTIN | P00953415 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,312,337 | 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 | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $170,438 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,438 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $404,599 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,172 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,426 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $245,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,474 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,059 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,415 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,891 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,445 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,446 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,554 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,814 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,614 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,201 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,529 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,529 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $532,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $174,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $136,309 | CashBOYAmt |
| Cash EOY | $68,226 | CashEOYAmt |
| Cash EOYFMV | $68,226 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $156,984 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,363 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,793,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,501,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,004,748 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,086,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,809,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,312,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,086,597 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,809,114 | 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 | $8,086,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,809,114 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,086,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,809,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,086,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,741 | OtherIncreasesAmt |
| Subtotal | $7,809,114 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,809,114 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| TD AMERITRADE - NET GAINS FROM BROKERAGE ACCOUNT | $374,980 | $373,427 | $1,553 | $1,553 | |
| CAPITAL GAINS DIVIDENDS | $29,619 | $29,619 | $29,619 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,172 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,428 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,428 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,428 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,232 | OverpaymentAmt |
| Applied To ES Tax | $3,232 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 1.75 | $22,237 | $0 | $0 |
| SHANNON PAULOVICH | ||||||||
| 147 JULIA DRIVE | SARVER | PA | 16055 | TRUSTEE | 1.00 | $22,237 | $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 | $8,444,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $277,676 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,722,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,722,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,591,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $429,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $429,567 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,428 | TotalTaxAmt |
| Distributable Before Adj | $427,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $427,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $427,139 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $459,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $459,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $356,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $356,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,785 | 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 | $324,354 | 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 | REMOVAL OF LARGE BRICK CHIMNEY AND DIGITIZING HISTORICAL MATERIALS | $23,300 |
| ALLEGHENY VALLEY ASSOCIATION OF CHURCHES | |||||||
| 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | SUPPORT OPERATIONS OF THE FAMILY PROMISE OF THE AVAC PROGRAM | $10,000 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | |||||||
| 533 LINDEN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | OPERATING EXPENSES AND FUNDING FOR THE ANIMAL FRIENDS SPRAY/NEUTER VAN FOR TWO MONTHS TO ANIMAL PROTECTORS IN 2021 | $10,000 |
| BETHEL UNITED METHODIST CHURCH | |||||||
| 150 ALDER STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | PURCHASE AND INSTALL SAFETY EQUIPMENT | $12,000 |
| BURTNER HOUSE RESTORATION SOCIETY | |||||||
| PO BOX 292 | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | UPDATE HOUSE/BUILDINGS SECURITY, FIRE, AND MOTION ALARM SYSTEM | $6,000 |
| BUTLER COUNTY HUMANE SOCIETY | |||||||
| 1015 EVANS CITY ROAD | RENFREW | PA | 16053 | CHARITY | EXEMPT | VETERINARY COSTS RELATED TO SPRAY/NEUTER, ETC. | $25,000 |
| CABOT UNITED METHODIST CHURCH | |||||||
| 707 WINFIELD ROAD | CABOT | PA | 16023 | CHARITY | EXEMPT | UPDATE CHURCH WEBSITE; PROVIDE LISTENING DEVICES; PURCHASE SMART TV AND REPLACE OLD PHONE SYSTEM | $7,000 |
| CENTER UNITED METHODIST CHURCH | |||||||
| 1575 DONNELLVILLE ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | REPAIR MORTAR JOINTS, RESURFACE FALLING CONCRETE AND ASPHALT DRIVEWAY/PARKING LOT REPAIRS | $7,000 |
| CENTRAL BAPTIST CHURCH OF PITTSBURGH | |||||||
| 2200 WYLIE AVENUE | PITTSBURGH | PA | 15219 | CHARITY | EXEMPT | ASSIST THE YOUTH OUTREACH PROGRAM | $12,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | CHARITY | EXEMPT | PART OF THE OPERATING BUDGET FOR A NEW PROJECT CALL "EXTEND OUR REACH" | $10,000 |
| CHRIST COMMUNITY FELLOWSHIP | |||||||
| 160 SINGLETON ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | CLASSROOM RENOVATION | $1,700 |
| CHRIST IS THE ANSWER INC | |||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | REMOVE DANGEROUS TREES AT RETREAT CENTER ENTRANCE AND AROUND PARSONAGE | $5,050 |
| CHRIST OUR HOPE ANGLICAN CHURCH | |||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | ASSIST WITH BUDGET DEFICIT AND DIAPER PANTRY | $12,000 |
| COMMUNITY LIBRAY OF ALLEGHENY VALLEY | |||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | INCREASE COMMUNITY OUTREACH EFFORTS WITH VIRTUAL PROGRAMMING | $2,915 |
| DEER CREEK UP CHURCH | |||||||
| 33 BAIRDFORD ROAD | GIBSONIA | PA | 15044 | CHARITY | EXEMPT | REPAIR FRONT WALL OF SANCTUARY | $5,000 |
| EAST UNION PRESBYTERIAN CHURCH | |||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | RE-POINTING BRICK WORK AND REPLACING STAINED GLASS WINDOW LINTELS - PHASE ONE | $5,000 |
| FAITH EVANGELICAL LUTHERAN CHURCH | |||||||
| 1500 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | FELLOWSHIP HALL FLOORING RENOVATION PROJECT | $10,000 |
| FIRST BAPTIST CHURCH OF TARENTUM | |||||||
| 410 THIRD AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | ONLINE INFRASTRUCTURE PROJECT | $3,000 |
| FIRST EVANGELICAL LUTHERAN CHURCH | |||||||
| 221 RIDGE AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | PROVIDE FOOD FOR NEEDY MEMBERS OF OUR PARISH AND VERMONT BAPTIST'S PARISH | $4,400 |
| FIRST UNITED METHODIST CHURCH NEW KENSINGTON | |||||||
| 130 RIDGE AVENUE | NEW KENSINGTON | PA | 15608 | CHARITY | EXEMPT | STEAM BOILER UPGRADE | $4,000 |
| GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH | |||||||
| 161 MCFANN ROAD | VALENCIA | PA | 16059 | CHARITY | EXEMPT | PURCHASE SHADE SAIL FOR PLAYGROUND AND PORTABLE CANOPIES | $4,000 |
| HARVEST BAPTIST CHURCH | |||||||
| 224 HARVEST LANE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | BROADCASTING OF CHURCH SERVICES | $7,000 |
| HOWARD INTERNATIONAL MINISTRIES | |||||||
| 930 MERWIN ROAD | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | FEEDING MINISTRY IN NEW KENSINGTON, JEANNETTE & PITTSBURGH | $7,500 |
| JANES UNITED METHODIST CHURCH | |||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | CHARITY | EXEMPT | PURCHASE AED FOR THE CHURCH | $1,250 |
| LITTLE SISTERS OF THE POOR OF PENNSYLVANIA | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | CHARITY | EXEMPT | RESTOCK THE KITCHEN PANTRY - MAKE UP THE SHORTFALL DUE TO COVID-19 | $15,000 |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||
| 105 BURGESS DRIVE | ZELIENOPLE | PA | 16063 | CHARITY | EXEMPT | SUPPLEMENTAL NUTRITION PROGRAM OFFERED BY LIFE PROGRAMS IN ARMSTRONG, BEAVER, BUTLER AND LAWRENCE COUNTIES | $27,330 |
| LUTHERAN SERVICE SOCIETY OF WESTERN PA | |||||||
| 440 LINCOLN AVE | PITTSBURGH | PA | 15202 | CHARITY | EXEMPT | PURCHASE IPADS SO THAT PARTICIPANTS CAN JOIN PROGRAMS & EVENTS VIRTUALLY | $3,000 |
| MANCHESTER YOUTH DEVELOPMENT CENTER | |||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | CHARITY | EXEMPT | SUPPORT AFTERSCHOOL & SUMMER PROGRAM WITH TRANSPORTATION & FIELD TRIP EXPENSES | $8,000 |
| MILLERSTOWN UNITED METHODIST CHURCH | |||||||
| 131 DONAHUE LANE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | REACH OUT TO RURAL COMMUNITY BY STARTING A FLY-FISHING OUTREACH PROGRAM | $2,000 |
| NATRONA HEIGHTS CHURCH OF THE BRETHREN | |||||||
| 120 COE STREET | SARVER | PA | 16055 | CHARITY | EXEMPT | REPLACE 2 OLD WATER FURNANACES AND AN OLD HOT WATER TANK | $10,000 |
| OLD UNION PRESBYTERIAN CHURCH | |||||||
| 200 UNION CHURCH ROAD | MARS | PA | 16046 | CHARITY | EXEMPT | INSTALL AUTOMATIC DOOR OPENERS - EXTERIOR AND RESTROOM DOORS | $2,000 |
| PLEASANT UNITY UNITED PRESBYTERIAN CHURCH | |||||||
| 188 MILLERSTOWN-CULMERVILLE RD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | HANDICAP WALKWAY ACCESS & ROOF REPAIR | $6,000 |
| SALVATION ARMY BRACKENRIDGE (ALLEGHENY VALLEY) | |||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | CAMPING SCHOLARSHIPS | $5,000 |
| SALVATION ARMY OF NEW KENSINGTON | |||||||
| 1101 FIFTH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | MONTHLY MEAL & ACTIVITY BOXES FOR A COMMUNITY OUTREACH PROJECT FOR SENIORS | $15,000 |
| SPRINGDALE UNITED METHODIST CHURCH | |||||||
| 739 PITTSBURGH STREET | SPRINGDALE | PA | 15144 | CHARITY | EXEMPT | SUPPLEMENT LOSS TO SECONDARY INCOME SOURCE DUE TO COVID-19 | $2,196 |
| ST GEORGE ANTIOCHIAN ORTHODOX CHURCH | |||||||
| 1150 LEISHMAN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | PAINT INTERIOR PORTIONS OF THE CHURCH AND CHURCH SCHOOL | $5,000 |
| ST JOHN LUTHERAN CARE CENTER | |||||||
| 500 WITTENBURG WAY | MARS | PA | 16046 | CHARITY | EXEMPT | COMPLETION OF THE MONTESSORI CENTER OF EXCELLENCE FOR DEMENTIA | $10,000 |
| ST MARGARET MARY CHURCH | |||||||
| 3055 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | AWNING OVER FOOD BANK | $5,000 |
| ST MARY'S OF CZESTOCHOWA CHURCH | |||||||
| 857 KENNETH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | PROVIDE PASTORAL CARE TO HOMEBOUND SENIORS. HELP TO PAY FOR A MINISTER | $15,000 |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | |||||||
| PO BOX 128 | SARVER | PA | 16055 | CHARITY | EXEMPT | CONSTRUCT SHELTER ON THE GROUND FOR THE BELL WHICH HAD BEEN REMOVED FROM THE OLD CHURCH AND STORED IN THE CHURCH'S SHED | $2,000 |
| STS PETER AND PAUL BYZANTINE CATHOLIC CHURCH | |||||||
| 339 EAST 10TH AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | 1.) LIVE STREAM TECHNOLOGY; 2.) DEHUMIDIFIER FOR CHURCH BASEMENT; 3.) WINDOW REPLACEMENT IN RECTORY | $3,700 |
| TOUR-ED MINE AND MUSEUM | |||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | RENOVATE MANTRIP TRANSPORT CAR AND REPLACE 4 STEEL WHEELS FOR 5 TON LOCO. WORKING CAPITAL. START COMMUNITY EDUCATION OUTREACH PROGRAM | $53,900 |
| TRINITY UNITED CHRISTIAN CHURCH | |||||||
| 3400 GARVERS FERRY ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TVSS SURGE PROTECTOR AND RTU GROUNDING INSTALLED TO ALLEVIATE ELEVATOR MALFUNCTIONS | $3,288 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 1209 PENNSYLVANIA AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | PURCHASE STREAMING LICENSE AND ADDITIONAL EQUIPMENT | $10,000 |
| UNITY UNITED PRESBYTERIAN CHURCH | |||||||
| 1146 GREENTREE ROAD | PITTSBURGH | PA | 15220 | CHARITY | EXEMPT | PROVIDE MEALS TO LOCAL FAMILIES ONCE A MONTH BY PARTNERING WITH LOCAL FAMILY-OWNED RESTUARANTS | $5,000 |
| VISITING NURSES ASSOCIATION OF BUTLER COUNTY DBA VNA OF WESTERN PA | |||||||
| 105 BURGESS STREET | ZELIENOPLE | PA | 16063 | CHARITY | EXEMPT | PURCHASE REMOTE SCANNERS IN ORDER TO ENHANCE THE HOME HEALTH EXPERIENCE | $3,000 |
| WALTER CHAPEL UNITED METHODIST CHURCH | |||||||
| 404 CRAWFORD RUN ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | REPLACE THE CHURCH'S PAVILION ROOF AND 2 SUPPORTS; SUPPORT AREA CHARITIES THROUGH HOAGIE SALES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,529 | 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 | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,438 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $43,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,074 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,650 | Amt |
| Net Investment Income | $2,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,325 | DisbursementsCharitablePrpsAmt |
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 | $7,501,525 | EOYBookValueAmt |
| EOYFMV | $9,004,748 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $18,891 | LegalFeesAmt |
| Net Investment Income | $9,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,446 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $15 | $0 | $15 |
| BANK SERVICE CHARGES | $15 | $15 | $0 |
| ROYALTY OPERATING EXPENSES | $19,356 | $19,356 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY PAYMENTS | Desc |
| Revenue And Expenses Per Books | $43,426 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,426 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,426 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $9,741 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $29,554 | Amt |
| Net Investment Income | $29,554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $2,200 | $0 | $0 |
| FOREIGN TAXES PAID | $1,614 | $1,614 | $0 |
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