BISON CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BISON CHARITABLE FOUNDATION (EIN 46-5748145)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-14
- IRS object ID
- 202141049349100004
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-14T05:55:51-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNETT CARBIS TOOTHMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE STE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 | 465748145 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BISON CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BISO | BusinessNameControlTxt |
| Phone | 4128613185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 LINDEN ROAD | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER TURNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4128613185 | PhoneNum |
| Signature | 2021-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WALTER | PersonFirstNm |
| Person Last | TURNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M KUBLACK CPA | PreparerPersonNm |
| PTIN | P00097374 | PTIN |
| Phone | 4126356270 | PhoneNum |
| Preparation | 2021-03-26 | 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 | $2,205,118 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $452,815 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $409,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $548,177 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $845 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $845 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,060 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,060 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,593 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,343 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $845 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,343 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $458,408 | CashBOYAmt |
| Cash EOY | $27,856 | CashEOYAmt |
| Cash EOYFMV | $27,856 | CashEOYFMVAmt |
| Corporate Stock BOY | $496,413 | CorporateStockBOYAmt |
| Corporate Stock EOY | $681,947 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $937,122 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $589,034 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,196,886 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,240,140 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,543,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,906,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,205,118 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,543,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,906,689 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,543,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,906,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,543,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,906,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,543,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,906,689 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,906,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH #-02675 | P | 2016-09-20 | 2020-11-25 | $100,160 | $99,266 | $894 | $894 |
| MERRILL LYNCH #-02732 | P | 2020-01-29 | 2020-11-25 | $20,615 | $19,341 | $1,274 | $1,274 |
| MERRILL LYNCH #-02732 | P | 2016-09-22 | 2020-11-30 | $105,882 | $66,439 | $39,443 | $39,443 |
| MERRILL LYNCH #-02733 | P | 2020-03-23 | 2020-12-01 | $12,439 | $16,174 | -$3,735 | -$3,735 |
| MERRILL LYNCH #-02733 | P | 2016-09-22 | 2020-12-03 | $49,785 | $43,912 | $5,873 | $5,873 |
| MERRILL LYNCH #-02734 | P | 2020-03-18 | 2020-10-22 | $15,945 | $21,089 | -$5,144 | -$5,144 |
| MERRILL LYNCH #-02734 | P | 2016-09-22 | 2020-10-29 | $59,455 | $52,446 | $7,009 | $7,009 |
| MERRILL LYNCH #-02735 | P | 2019-09-06 | 2020-06-16 | $13,858 | $14,056 | -$198 | -$198 |
| MERRILL LYNCH #-02735 | P | 2016-09-22 | 2020-09-21 | $31,200 | $19,359 | $11,841 | $11,841 |
| CAPITAL GAINS DIVIDENDS | P | $181 | $181 | $181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $598 | OverpaymentAmt |
| Applied To ES Tax | $598 | 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 | Yes (1) | 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 | WALTER W TURNER | IndividualWithBooksNm |
| Phone | 4128613185 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 LINDEN ROAD | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER W TURNER | ||||||||
| 296 LINDEN ROAD | CANONSBURG | PA | 15317 | PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 |
| ARLENE G TURNER | ||||||||
| 296 LINDEN ROAD | CANONSBURG | PA | 15317 | SECRETARY | 1.00 | $0 | $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 | $1,730,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,973,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,973,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,944,306 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,215 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,215 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,082 | TotalTaxAmt |
| Distributable Before Adj | $96,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,845 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,306 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,424 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $119,278 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $413,585 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,712 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $485,297 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $29,306 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $455,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,822 | ExcessFromYear4Amt |
| Excess From Year3 | $81,424 | ExcessFromYear3Amt |
| Excess From Year2 | $119,278 | ExcessFromYear2Amt |
| Excess From Year1 | $108,755 | ExcessFromYear1Amt |
| Excess From Current Year | $71,712 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE MUSEUMS | |||||||
| 440 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3) | GENERAL | $20,000 |
| CHILDREN'S HOSPITAL OF PITTSBURGH | |||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | NONE | 501(C)(3) | GENERAL | $100,000 |
| FAMILY HOUSE | |||||||
| 5001 BAUM BLVD STE 545 | PITTSBURGH | PA | 15213 | NONE | 501(C)(3) | GENERAL | $2,000 |
| GLENVILLE STATE COLLEGE | |||||||
| 200 HIGH ST | GLENVILLE | WV | 26351 | NONE | 501(C)(3) | GENERAL | $10,000 |
| PHIPPS CONSERVATORY | |||||||
| 1 SCHENLEY DRIVE | PITTSBURGH | PA | 15213 | NONE | 501(C)(3) | GENERAL | $2,000 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVE | PITTSBURGH | PA | 15222 | NONE | 501(C)(3) | GENERAL | $2,000 |
| THE WOODLANDS FOUNDATION | |||||||
| 134 SHENOT RD | WEXFORD | PA | 15090 | NONE | 501(C)(3) | GENERAL | $4,000 |
| UNITED WAY OF WASHINGTON COUNTY | |||||||
| 590 WASHINGTON RD | WASHINGTON | PA | 15301 | NONE | 501(C)(3) | GENERAL | $7,000 |
| WASHINGTON CITY MISSION | |||||||
| 84 W WHEELING STREET | WASHINGTON | PA | 15301 | NONE | 501(C)(3) | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,000 | 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 | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,362 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WALTER AND ARLENE TURNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 LINDEN ROAD | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $451,125 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15,000 SHARES OF KOP | NoncashPropertyDesc |
| Fair Market Value | $451,125 | FairMarketValueAmt |
| Received | 2020-12-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,690 | Amt |
| Net Investment Income | $845 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $845 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OTHER EQUITIES | StockNm |
| EOY Book Value | $681,947 | EOYBookValueAmt |
| EOYFMV | $937,122 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,196,886 | BookValueAmt |
| EOYFMV | $1,240,140 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $14,593 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,593 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER ARLENE TURNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 LINDEN ROAD | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $380 | $380 | $0 |
| TAXES | $1,680 | $1,680 | $0 |
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