BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-18
- IRS object ID
- 202032319349100008
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-18T11:04:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 381 CHESTNUT STREET | AddressLine1Txt |
| City | MEADVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16335 | 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 | 232892817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 7246589866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 CASS STREET | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M JOYCE BRUCE BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7246586633 | PhoneNum |
| Signature | 2020-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 8143362133 | PhoneNum |
| Preparation | 2020-07-22 | 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 | $778,290 | 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 |
| Dividends Rev And Expnss | $9,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,353 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $305,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,353 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,527 | 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 | $990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,194 | CashBOYAmt |
| Cash EOY | $11,228 | CashEOYAmt |
| Cash EOYFMV | $11,228 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $72,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $927,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $959,177 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $725,274 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,004,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,012,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $778,290 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$57 | CapitalStockBOYAmt |
| Capital Stock EOY | -$57 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,004,691 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,012,250 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,004,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,012,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,004,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,012,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,004,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,012,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,012,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 SHS AFLAC INC | P | 2019-01-25 | 2019-10-22 | $20,690 | $19,330 | $1,360 | $1,360 |
| 100 SHS BURLINGTON STORES INC | P | 2018-05-23 | 2019-03-26 | $14,566 | $13,697 | $869 | $869 |
| 100 SHS CATERPILLAR INC DEL | P | 2018-03-21 | 2019-02-22 | $13,704 | $15,462 | -$1,758 | -$1,758 |
| 200 SHS ISHARES TR CORE S&P SCP ETF | P | 2018-06-21 | 2019-04-30 | $15,792 | $17,398 | -$1,606 | -$1,606 |
| 500 SHS KKR & CO INC CL A | P | 2018-07-30 | 2019-07-26 | $13,391 | $13,849 | -$458 | -$458 |
| 0 SHS KONTOOR BRANDS INC | P | 2019-05-23 | 2019-07-26 | $30 | $30 | $30 | |
| 300 SHS LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM | P | 2018-11-23 | 2019-11-21 | $14,100 | $11,759 | $2,341 | $2,341 |
| 400 SHS PFIZER INC | P | 2018-12-21 | 2019-08-28 | $13,754 | $17,165 | -$3,411 | -$3,411 |
| 300 SHS PFIZER INC | P | 2019-03-26 | 2019-08-28 | $10,316 | $12,912 | -$2,596 | -$2,596 |
| 400 SHS AFLAC INC | P | 2018-01-23 | 2019-06-25 | $21,762 | $17,758 | $4,004 | $4,004 |
| 1000 SHS AMC ENTMT HLDGS INC CL A COM | P | 2018-04-24 | 2019-05-31 | $11,777 | $17,275 | -$5,498 | -$5,498 |
| 500 SHS AMC ENTMT HLDGS INC CL A COM | P | 2018-05-23 | 2019-06-28 | $4,562 | $7,804 | -$3,242 | -$3,242 |
| 8 SHS ADVANSIX INC T/S UDLY #00773T101 | P | 2015-07-22 | 2019-11-13 | $189 | $113 | $76 | $76 |
| 4 SHS ADVANSIX INC T/S UDLY #00773T101 | P | 2016-07-29 | 2019-11-13 | $94 | $62 | $32 | $32 |
| 100 SHS BURLINGTON STORES INC | P | 2018-03-22 | 2019-03-26 | $14,566 | $13,112 | $1,454 | $1,454 |
| 100 SHS IAC INTERACTIVECORP | P | 2017-03-28 | 2019-09-26 | $22,143 | $7,484 | $14,659 | $14,659 |
| 200 SHS KKR & CO INC CL A | P | 2018-07-30 | 2019-10-31 | $5,647 | $5,540 | $107 | $107 |
| 500 SHS KKR & CO INC CL A | P | 2018-10-23 | 2019-10-31 | $14,117 | $11,620 | $2,497 | $2,497 |
| 500 SHS LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM | P | 2018-06-28 | 2019-11-21 | $23,500 | $22,753 | $747 | $747 |
| 300 SHS LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM | P | 2018-09-28 | 2019-11-21 | $14,100 | $13,246 | $854 | $854 |
| 100 SHS OKTA INC CL A | P | 2018-04-24 | 2019-04-25 | $10,108 | $4,254 | $5,854 | $5,854 |
| 59 SHS OKTA INC CL A | P | 2018-04-24 | 2019-05-17 | $6,437 | $2,510 | $3,927 | $3,927 |
| 41 SHS OKTA INC CL A | P | 2018-04-24 | 2019-05-22 | $4,481 | $1,744 | $2,737 | $2,737 |
| 100 SHS OKTA INC CL A | P | 2018-04-24 | 2019-11-21 | $12,788 | $4,254 | $8,534 | $8,534 |
| 200 SHS OKTA INC CL A | P | 2018-04-24 | 2019-12-23 | $23,299 | $8,509 | $14,790 | $14,790 |
| CAPITAL GAINS DIVIDENDS | P | $50 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,353 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,996 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $674,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071172 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,383 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $663,186 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,672 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $602,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095739 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,080 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $667,080 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085567 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,593 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $725,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079409 | DistributionYr5Rt |
| Total Distribution | 0.404842 | TotalDistributionRt |
| Average Distribution | 0.080968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $695,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $555 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,865 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $311 | TaxDueAmt |
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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M JOYCE BRUCE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7246586633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 MOONEY DRIVE | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16105 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J BRUCE | ||||||||
| 510 SHENANGO STOP ROAD | NEW CASTLE | PA | 16101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| M JOYCE BRUCE BROWN | ||||||||
| 241 MOONEY DRIVE | NEW CASTLE | PA | 16105 | SECRETARY/TREASURER | 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 | $641,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,052 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $706,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $695,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,111 | TotalTaxAmt |
| Distributable Before Adj | $33,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,758 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,071 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,238 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $116,285 | 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 | $21,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,966 | ExcessFromYear4Amt |
| Excess From Year3 | $27,709 | ExcessFromYear3Amt |
| Excess From Year2 | $15,758 | ExcessFromYear2Amt |
| Excess From Year1 | $15,071 | ExcessFromYear1Amt |
| Excess From Current Year | $12,238 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J BRUCE | ContributingManagerNm |
| Contributing Manager | M JOYCE BRUCE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA THE MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVE EXT | BUTLER | PA | 16001 | NONPROFIT | GENERAL PURPOSES | $7,000 |
| BUTZ SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 5194 | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSE | $1,000 |
| CATHEDRAL FOUNDATION | ||||||
| 110 EAST LINCOLN AVE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $100 |
| CHILDRENS HOSPITAL | ||||||
| 3705 FIFTH AVE | PITTSBURGH | PA | 15213 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| CITY RESCUE MISSION | ||||||
| 319 S CROTON AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| COMPASSIONATE CHRISTIAN COURIERS FUND | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| CRAY YOUTH AND FAMILY | ||||||
| 214 E WASHINGTON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,500 |
| CRISIS SHELTER OF LAWRENCE COUNTY | ||||||
| 1218 W STATE STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| FAITH AND LEARNING INTERNATIONAL | ||||||
| 209 E LIBERTY DRIVE | WHEATON | IL | 60187 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| HOYT FOUNDATION | ||||||
| 124 E LEASURE AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LARK ENTERPRISES | ||||||
| 315 GREEN RIDGE DRIVE | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COMMUNITY FOUNDATION | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON STREET PO BOX 1745 | NEW CASTLE | PA | 16103 | NONPROFIT | GENERAL PURPOSES | $500 |
| NESHANNOCK VOLUNTEER FIRE DEPARTMENT | ||||||
| 3135 MERCER RD | NESHANNOCK | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $100 |
| NEW CASTLE PLAYHOUSE | ||||||
| 212 EAST LONG AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| NEW CASTLE PUBLIC LIBRARY | ||||||
| 207 EAST NORTH STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NEW CASTLE YMCA | ||||||
| 20 WEST WASHINGTON STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $6,200 |
| NORTHMINSTER PRESBYTERIAN CHURCH | ||||||
| 2434 WILMINGTON ROAD | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $10,000 |
| RENOVA MUSIC FESTIVAL | ||||||
| PO BOX 8532 | NEW CASTLE | PA | 16107 | NONPROFIT | GENERAL PURPOSES | $500 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| SHENANGO COMMUNITY EDUCATION FOUNDATION | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SHENANGO VALLEY FOUNDATION | ||||||
| 7 W STATE STREET SUITE 301 | SHARON | PA | 16146 | NONPROFIT | GENERAL PURPOSES | $1,500 |
| SHENANGO VOLUNTEER FIRE DEPARTMENT | ||||||
| 4010 HOLLOW RD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $300 |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | NONPROFIT | GENERAL PURPOSES | $500 |
| UNITED WAY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,700 |
| WESTMINSTER COLLEGE | ||||||
| 319 SOUTH MARKET STREET | NEW WILMINGTON | PA | 16142 | NONPROFIT | GENERAL PURPOSES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,353 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,527 | 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) |
|---|---|---|
| Amt | $990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER & CO INC. | StockNm |
| EOY Book Value | $959,177 | EOYBookValueAmt |
| EOYFMV | $725,274 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $2 | $0 | $0 |
| FEDERAL | $1,040 | $0 | $0 |
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