THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-04
- IRS object ID
- 202001259349100375
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-04T07:53:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251685380 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATANESE GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE ST | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256448419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONS FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 0814536211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 MAIN STREET | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST NATIONAL BANK TRUST CO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8145362110 | PhoneNum |
| Signature | 2020-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER E SHRIFT CPA | PreparerPersonNm |
| PTIN | P00447832 | PTIN |
| Phone | 8142558400 | PhoneNum |
| Preparation | 2020-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,904,042 | 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 | $8,609 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,609 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,936 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,936 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $631,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,701 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,246 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,601 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $22,892 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $26,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $96,779 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $96,779 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $94,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,567 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $552,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $536,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $962,908 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $867,979 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $826,588 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $831,567 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,515,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,472,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,904,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $102,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $102,389 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,412,676 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,369,804 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,515,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,515,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,472,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,515,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,872 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,472,193 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES TR DJ US TECH SEC | P | 2019-08-23 | $10,095 | $6,406 | $3,689 | $3,689 |
| COSTCO WHSL CORP NEW NOTE 1.700% | P | 2019-12-16 | $25,000 | $24,944 | $56 | $56 |
| VANGUARD FTSE ALL WORLD EX US SMALL | P | 2019-08-23 | $10,025 | $11,702 | -$1,677 | -$1,677 |
| LEHMAN BROS ESCROW | P | 2019-04-04 | $13 | $13 | $13 | |
| ISHARES TR MSCI EAFE IDX | P | 2019-04-12 | $8,256 | $9,356 | -$1,100 | -$1,100 |
| LEHMAN BROS ESCROW | P | 2019-07-18 | $29 | $29 | $29 | |
| ISHARES TR S&P MIDCAP 400 | P | 2019-04-12 | $4,080 | $1,929 | $2,151 | $2,151 |
| LEHMAN BROS ESCROW | P | 2019-10-03 | $20 | $20 | $20 | |
| ISHARES TR DJ US TECH SEC | P | 2019-04-12 | $6,309 | $4,100 | $2,209 | $2,209 |
| SELECT SECTOR SPDR TR SBI HEALTHCARE | P | 2019-04-12 | $2,936 | $2,288 | $648 | $648 |
| SELECT SECTOR SPDR TR SBI CONS DISCR | P | 2019-04-12 | $9,500 | $6,843 | $2,657 | $2,657 |
| ISHARES TR S&P MIDCAP 400 | P | 2019-08-23 | $9,426 | $4,593 | $4,833 | $4,833 |
| INVESCO OPPENHEIMER INTERNATIONAL BD | P | 2019-08-23 | $55,322 | $59,345 | -$4,023 | -$4,023 |
| FEDERATED INST HIGH YLD BD FD 900 | P | 2019-08-23 | $46,688 | $47,882 | -$1,194 | -$1,194 |
| FEDERATED ULTRA SHORT BD-IS 108 | P | 2019-08-23 | $30,299 | $30,133 | $166 | $166 |
| FIDELITY NEW MARKETS INCOME FD 331 | P | 2019-08-23 | $22,040 | $23,918 | -$1,878 | -$1,878 |
| PIMCO INVESTMENT GRADE CREDIT BOND | P | 2019-08-23 | $236,164 | $230,487 | $5,677 | $5,677 |
| ISHARES TRUST INTRM GOV CR EFT | P | 2019-08-23 | $4,539 | $4,298 | $241 | $241 |
| VANGUARD SHORT TERM CORP BOND ETF | P | 2019-08-23 | $4,455 | $4,271 | $184 | $184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,701 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,723 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,950,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $91,691 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,901,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048218 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,687 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,838,421 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,926,148 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050733 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,483 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,987,160 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049560 | DistributionYr5Rt |
| Total Distribution | 0.248104 | TotalDistributionRt |
| Average Distribution | 0.049621 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,922,202 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $612 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,994 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,779 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $612 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $612 | SubtotalAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,628 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,628 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,016 | OverpaymentAmt |
| Applied To ES Tax | $1,016 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER SHRIFT CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 0814255840 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE ST | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK TRUST CO | ||||||||
| 111 WEST HIGH ST | EBENSBURG | PA | 15931 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARK E THOMAS | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| WENDELL H ROUTCH | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| WILLIAM HOLTZ SR | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,891,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,951,474 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,951,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,272 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,922,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $612 | TotalTaxAmt |
| Distributable Before Adj | $95,498 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,498 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,779 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $96,779 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $612 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $96,167 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,779 | UndistributedIncomePYAmt |
| Qualifying Distributions | $96,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,779 | AppliedToYear1Amt |
| Undistributed Income CY | $95,498 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HASTINGS AREA FIRE COMPAN | ||||||
| PO BOX 427 | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,505 |
| HASTINGS AREA PUBLIC LIBRARY | ||||||
| 312 BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,505 |
| HASTINGS BOROUGH | ||||||
| 207 5TH AVENUE | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $29,254 |
| HASTINGS UM CHURCH CEMETARY | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $1,000 |
| HASTINGS UNITED METHODIST | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,505 |
| PATTON UNITED PRESBYTERIAN | ||||||
| 403 MAGEE AVENUE | PATTON | PA | 16668 | EXEMPT | UNRESTRICTED | $9,505 |
| PENN STATE UNIVERSITY | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | EXEMPT | SCHOLARSHIP - MALLORY BERNARD | $1,000 |
| SALVATION ARMY RED KETTLE | ||||||
| 576 VINE STREET | JOHNSTOWN | PA | 15901 | EXEMPT | UNRESTRICTED | $10,000 |
| ST BERNARDS CATHOLIC CHURCH | ||||||
| BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,505 |
| ST FRANCIS UNIVERSITY | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | SCHOLARSHIP - QUINN MCELHENNY | $1,000 |
| ST FRANCIS UNIVERSITY | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | SCHOLARSHIP - MACKENZIE BLAKE | $1,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | EXEMPT | SCHOLARSHIP - KYLE HUBER | $1,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | EXEMPT | SCHOLARSHIP - TAKOTA MILLER | $1,000 |
| CONEMAUGH SCHOOL OF NURSING | ||||||
| 1086 FRANKLIN ST | JOHNSTOWN | PA | 15905 | EXEMPT | SCHOLARSHIP - JULIANA SNEDDON | $1,000 |
| PENN HIGHLANDS COMMUNITY COLLEGE | ||||||
| 101 COMMUNITY COLLEGE WAY | JOHNSTOWN | PA | 15904 | EXEMPT | SCHOLARSHIP - TYLER HUBER | $1,000 |
| PENN HIGLANDS COMMUNITY COLLEGE | ||||||
| 101 COMMUNITY COLLEGE WAY | JOHNSTOWN | PA | 15904 | EXEMPT | SCHOLARSHIP - ZANE MCELHENNEY | $1,000 |
| CHATHAM UNIVERSITY | ||||||
| 1 WOODLAND ROAD | PITTSBURGH | PA | 15232 | EXEMPT | SCHOLARSHIP - MORGAN SCHREYER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $96,779 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,609 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,149 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,149 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,395 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACOUNTING FEES | CategoryTxt |
| Amt | $1,995 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| ISHARES TR DJ US TECH SEC | PURCHASE | 2019-11 | $32,723 | $19,218 | $13,505 |
| FIDELITY INTERMEDIATE TREASURY BOND | PURCHASE | 2019-08 | $109,350 | $103,728 | $5,622 |
| JP MORGAN ETF TRUST ULTRA SHRT INC | PURCHASE | 2019-08 | $4,439 | $4,417 | $22 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $826,588 | EOYBookValueAmt |
| EOYFMV | $831,567 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS (SEE ATTACHED) | StockNm |
| EOY Book Value | $536,038 | EOYBookValueAmt |
| EOYFMV | $962,908 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,601 | LegalFeesAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| MANAGEMENT FEES | $21,602 |
| OTHER | $1,290 |
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