THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201931269349100968
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T11:23:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER E SHRIFT CPA | PreparerPersonNm |
| PTIN | P00447832 | PTIN |
| Phone | 8142558400 | PhoneNum |
| Preparation | 2019-04-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 138.207.252.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 11:23:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 606F219FA4A536DF9E5AB6AA08B38BEB3871AD8A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96188CE33AE4D8718A880424B3F39DBA101B1531 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,729,120 | 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 | $7,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,402 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,402 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,255 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $109,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,255 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,725 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,221 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,110 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,347 | LegalFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $4,054 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,723 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,723 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,165 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,165 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $597,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $552,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $804,565 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $894,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $867,979 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $830,390 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,588,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,515,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,729,120 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $102,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $102,389 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,486,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,412,676 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,588,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,515,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,588,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,515,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,588,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,620 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,515,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,515,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VODAFONE GROUP PLC | P | 2018-02-02 | $25,000 | $24,962 | $38 | $38 |
| GENERAL ELECTRIC | P | 2018-11-23 | $24,909 | $25,564 | -$655 | -$655 |
| ISHARES TR HIGH YIELD | P | 2018-12-14 | $13,089 | $13,781 | -$692 | -$692 |
| ISHARES TR MISC EMERGING | P | 2018-10-18 | $46,602 | $44,397 | $2,205 | $2,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,691 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,901,587 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048218 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,687 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,838,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $97,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,926,148 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $98,483 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,987,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,005,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046296 | DistributionYr5Rt |
| Total Distribution | 0.246855 | TotalDistributionRt |
| Average Distribution | 0.049371 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,950,221 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,284 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,650 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,723 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $732 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $732 | SubtotalAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,628 | OverpaymentAmt |
| Applied To ES Tax | $1,628 | 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 | $22,221 | $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 | $1,900,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,979,920 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,979,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,950,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $732 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $732 | TotalTaxAmt |
| Distributable Before Adj | $96,779 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $96,779 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $96,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,723 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $92,723 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $92,723 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,723 | UndistributedIncomePYAmt |
| Qualifying Distributions | $92,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,723 | AppliedToYear1Amt |
| Undistributed Income CY | $96,779 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CLARION UNIVERSITY | ||||||
| 840 WOOD STREET | CLARION | PA | 16214 | EXEMPT | SCHOLARSHIP ANGELA SHEREDY | $1,000 |
| HASTINGS AREA FIRE COMPAN | ||||||
| PO BOX 427 | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,251 |
| HASTINGS AREA PUBLIC LIBR | ||||||
| 312 BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,250 |
| HASTINGS BOROUGH | ||||||
| 207 5TH AVENUE | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $28,469 |
| HASTINGS UM CHURCH CEMETARY | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $1,000 |
| HASTINGS UNITED METHODIST | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,251 |
| PATTON UNITED PRESBYTERIAN | ||||||
| 403 MAGEE AVENUE | PATTON | PA | 16668 | EXEMPT | UNRESTRICTED | $9,251 |
| 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 | $9,251 |
| ST FRANCIS UNIVERSITY | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | SCHOLARSHIP -MACKENZIE BLAKE | $1,000 |
| ST FRANCIS UNIVERSITY | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | SCHOLARSHIP EMILY MILLER | $1,000 |
| TRIANGLE TECH | ||||||
| 1940 PERRYSVILLE AVE | PITTSBURGH | PA | 15214 | EXEMPT | SCHOLARSHIP-TONY ANICO | $1,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | EXEMPT | SCHOLARSHIP-MICHAELLA SCHREYER | $1,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 4200 FIFTH AVE | PITTSBURGH | PA | 15260 | EXEMPT | SCHOLARSHIP-KYLE HUBER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,723 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,068 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,402 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,255 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,725 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,725 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $867,979 | EOYBookValueAmt |
| EOYFMV | $830,390 | 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 | $552,921 | EOYBookValueAmt |
| EOYFMV | $804,565 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,347 | LegalFeesAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ESTIMATED TAXES | $2,360 |
| FEDERAL TAX | $1,694 |
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