BETA

THOMPSON CHARIS FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THOMPSON CHARIS FOUNDATION (EIN 47-2423100)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202133199349100628
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T07:40:49-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251793385PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CORLESS & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1707 GRANT STREET 2800 GULF TOWERAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472423100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMPSON CHARIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone4129997895PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 FOX HILL FARM ROADAddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLEROY THOMPSON JRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4127419671PhoneNum
Signature2021-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLEROYPersonFirstNm
Person LastTHOMPSON JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J CORLESS CPAPreparerPersonNm
PTINP00477349PTIN
Phone4127085926PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$655,493FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,057DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,057DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,559NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$79,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,559CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,621TotalRevAndExpnssAmt
Total Net Invst Incm$35,621TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,142CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,142CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$113LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$666AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$274OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,195TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,142TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,195TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,142TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,574ExcessRevenueOverExpensesAmt
Net Investment Income$29,479NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1CashEOYAmt
Cash EOYFMV$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$21,347SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$73,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$73,437SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$33,578CorporateStockBOYAmt
Corporate Stock EOY$33,578CorporateStockEOYAmt
Corporate Stock EOYFMV$28,760CorporateStockEOYFMVAmt
Other Investments BOY$589,658OtherInvestmentsBOYAmt
Other Investments EOY$514,267OtherInvestmentsEOYAmt
Other Investments EOYFMV$550,583OtherInvestmentsEOYFMVAmt
Other Assets BOY$2,986OtherAssetsBOYAmt
Other Assets EOY$2,712OtherAssetsEOYAmt
Other Assets EOYFMV$2,712OtherAssetsEOYFMVAmt
Total Assets BOY$647,569TotalAssetsBOYAmt
Total Assets EOY$623,995TotalAssetsEOYAmt
Total Assets EOYFMV$655,493TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$647,569RetainedEarningBOYAmt
Retained Earning EOY$623,995RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$647,569TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$623,995TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$647,569TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$623,995TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$647,569TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,574ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$623,995SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$623,995TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LORD ABBETT HIGH YIELD 3,924 SHSP2016-02-232020-04-28$24,975$26,145-$1,170-$1,170
LORD ABBETT HIGH YIELD 7,392 SHSP2016-02-232020-12-29$54,975$49,246$5,729$5,729
FieldValueIRS element (for citing)
Capital Gain Net Income$4,559CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$410InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$410SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$410TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$208EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$208TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$202TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRYAN THOMPSON ALDERMAN ASSOCIATEIndividualWithBooksNm
Phone4129994584PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14 FOX HILL FARM ROADAddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEROY THOMPSON JR
3 FOXHILL FARM ROADSEWICKLEYPA15143PRESIDENT0.50$0$0$0
LAUREN THOMPSON
3 FOXHILL FARM ROADSEWICKLEYPA15143SECRETARY2.00$12,000$0$0
RYAN THOMPSON
3 FOXHILL FARM ROADSEWICKLEYPA15143TREASURER0.50$6,142$0$0
JAY PASSAVANT
3 FOXHILL FARM ROADSEWICKLEYPA15143DIRECTOR0.50$0$0$0
BRAD BEGGS
3 FOXHILL FARM ROADSEWICKLEYPA15143DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$597,111AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,990AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$619,101TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$619,101AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$609,814NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,491MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,491MinimumInvestmentReturnAmt
Tax Based On Investment Income$410TaxBasedOnInvestmentIncomeAmt
Total Tax$410TotalTaxAmt
Distributable Before Adj$30,081DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,081DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,081DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$52,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,081DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,428ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,720ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$36,195ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$35,383ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,322TotalExcessDistributionCyovAmt
Qualifying Distributions$52,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,081AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,919RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$170,241TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$14,428ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$155,813ExcessDistriCyovToNextYrAmt
Excess From Year4$10,720ExcessFromYear4Amt
Excess From Year3$51,596ExcessFromYear3Amt
Excess From Year2$36,195ExcessFromYear2Amt
Excess From Year1$35,383ExcessFromYear1Amt
Excess From Current Year$21,919ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEROY THOMPSON JRContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLAUREN THOMPSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13 FOXHILL FARM ROADAddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4129997895RecipientPhoneNum
Form And Info And MaterialsAPPLICATION SHOULD BE IN WRITING AND STATE THE NAME OF THE ORGANIZATION, WITH SOME BACKGROUND INFORMATION AS TO THE ORGANIZATIONS CHARITABLE PURPOSE AND REASON FOR, AND THE EXPECTED BENEFITS OF THE GIFT REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INFLUENCE INTERNATIONAL INC
1 BLACKBURN CENTERGLOUCESTERMA01930PCMISSIONARY WORK$20,000
NORTHWAY CHRISTIAN COMMUNITY
12121 PERRY HIGHWAYWEXFORDPA15090PCTO FURTHUR THE VISION OF CREATING CHRISTIAN COMMUNITY$10,000
WOMENS CHOICE NETWORK
4615 FIFTH AVENUEOAKLANDPA15213PCPRO-LIFE INITIATIVES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,057ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,559ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,621ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,621TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$666Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesORGANIZATION COSTSAmortizedExpensesDesc
Acquired Completed Or Expended2015-11-30AcquiredCompletedOrExpendedDt
Amortized$4,105AmortizedAmt
Deduction For Prior Years$1,119DeductionForPriorYearsAmt
Amortization Period180.000000000000AmortizationPeriodRt
Current Year Amortization$274CurrentYearAmortizationAmt
Net Investment Income$0NetInvestmentIncomeAmt
Total Amortization$1,393TotalAmortizationAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockAT&T INCStockNm
EOY Book Value$33,578EOYBookValueAmt
EOYFMV$28,760EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LORD ABBETT HIGH YIELDAT COST$342,738$333,819
LORD ABBETT MULTI ASSETAT COST$171,529$216,764

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$113LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION COSTSDesc
BOY Book Value$2,986BOYBookValueAmt
EOY Book Value$2,712EOYBookValueAmt
EOYFMV$2,712EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAMORTIZATIONDesc
Revenue And Expenses Per Books$274RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonLEROY THOMPSON JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 FOXHILL FARM ROADAddressLine1Txt
CitySEWICKLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15143ZIPCd

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