EDWARD V & JESSIE L PETERS CHARIT TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD V & JESSIE L PETERS CHARIT TRUST (EIN 25-6358729)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201801299349100645
- Schema version
- 2017v2.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T11:01:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256358729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD V & JESSIE L PETERS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4126676439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4126676439 | PhoneNum |
| Signature | 2018-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2018-04-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.109.225.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FE3C061DA2E1F2BFBBCE88482B7AC37A4D14FABB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4691051C5097D733CAC119B272EAC02A01EC2E75 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,790,234 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $236,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $660,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,174 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $381,085 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,085 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,933 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,466 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,466 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,006 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $735 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $603,332 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $603,332 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $621,074 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$261,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $590 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $47,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,735 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $5,580,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,064,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,743,901 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $714,416 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $737,598 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,343,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,087,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,790,234 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,343,076 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,087,814 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,343,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,087,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,343,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,087,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,343,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$261,739 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,630 | OtherIncreasesAmt |
| Subtotal | $6,088,967 | SubtotalAmt |
| Other Decreases | $1,153 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,087,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250. ALBERMARLE CORP | 2010-09-20 | 2017-01-05 | $22,473 | $10,977 | $11,496 | $11,496 | |
| 150. ALBERMARLE CORP | 2010-09-20 | 2017-08-11 | $16,450 | $6,586 | $9,864 | $9,864 | |
| 600. ALBERMARLE CORP | 2010-09-20 | 2017-11-27 | $81,976 | $26,344 | $55,632 | $55,632 | |
| .363 BRIGHTHOUSE FINANCIAL INC | 2013-05-23 | 2017-09-12 | $20 | $19 | $1 | $1 | |
| 166. BRIGHTHOUSE FINANCIAL INC | 2013-04-10 | 2017-10-06 | $10,080 | $8,180 | $1,900 | $1,900 | |
| 300. DEERE & COMPANY | 2006-09-28 | 2017-08-11 | $38,133 | $12,575 | $25,558 | $25,558 | |
| 200. DEERE & COMPANY | 2006-09-15 | 2017-11-27 | $29,436 | $8,243 | $21,193 | $21,193 | |
| 400. EBAY INC | 2013-04-10 | 2017-01-05 | $11,928 | $9,238 | $2,690 | $2,690 | |
| 4000. FORD MTR CO DEL NEW | 2015-12-21 | 2017-08-11 | $42,920 | $55,510 | -$12,590 | -$12,590 | |
| 500. MICROSOFT CORP | 2007-01-24 | 2017-11-27 | $41,909 | $15,025 | $26,884 | $26,884 | |
| 1950. NIKE INC CL B | 2015-12-21 | 2017-01-05 | $102,825 | $127,081 | -$24,256 | -$24,256 | |
| 1250. PS BUSINESS PARKS INC SERIES S PFD | 2013-05-23 | 2017-01-18 | $31,345 | $33,300 | -$1,955 | -$1,955 | |
| 400. PAYPAL HOLDINGS INC | 2013-04-10 | 2017-01-05 | $16,424 | $13,610 | $2,814 | $2,814 | |
| . PFIZER INC | 2017-03-29 | $30 | $30 | $30 | |||
| 1250. RAYMOND JAMES FINANCIAL INC PFD 6.9% | 2013-05-23 | 2017-03-15 | $31,789 | $34,987 | -$3,198 | -$3,198 | |
| 1915. TARGET CORP | 2013-04-10 | 2017-06-21 | $97,649 | $124,666 | -$27,017 | -$27,017 | |
| 500. CHUBB LIMITED | 2006-10-26 | 2017-11-27 | $74,055 | $29,611 | $44,444 | $44,444 | |
| CAPITAL GAIN DIVIDENDS | $10,684 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,174 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $489,446 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,121,261 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06873 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $342,236 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,770,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $329,179 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,017,395 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $313,602 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,784,363 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046224 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $312,455 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,322,010 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049423 | DistributionYr5Rt |
| Total Distribution | 0.261837 | TotalDistributionRt |
| Average Distribution | 0.052367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,032,967 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $473,029 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,626 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $476,655 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $621,074 | 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 | $3,626 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,626 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,626 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $53 | EsPenaltyAmt |
| Tax Due | $3,679 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126676439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $34,933 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,040,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,170,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,170,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,032,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $451,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $451,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,626 | TotalTaxAmt |
| Distributable Before Adj | $448,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $448,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $448,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $621,074 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $621,074 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,626 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $617,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $448,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $186,363 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $621,074 | QualifyingDistributionsAmt |
| Applied To Year1 | $186,363 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $434,711 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,311 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN ENGLISH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SMITHFIELD STREET SUITE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126676439 | RecipientPhoneNum |
| Form And Info And Materials | SEND A LETTER WITH STATEMENT OF PURPOSE FOR WHICH THE FUNDS WILL BE USED AND INCLUDE A COPY OF THEIR IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1ST ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SUGAR VALLEY LODGE | ||||||||
| 323 CAUSEWAY DRIVE | FRANKLIN | PA | 16323 | NONE | PC | FINANCIAL SUPPORT | $25,000 | |
| FRANKLIN CIVIC OPERETTA | ||||||||
| 1223 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | EXEMPT | FINANCIAL SUPPORT | $10,000 | |
| VENANGO COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 1045 | OIL CITY | PA | 16301 | NONE | PC | FINANCIAL SUPPORT | $168,691 | |
| HOSANNA INDUSTRIES | ||||||||
| 109 RINARD LANE | ROCHESTER | PA | 15074 | NONE | PC | OPERATING BUDGET | $25,000 | |
| COMMUNITY FOUNDATION OF W PA | ||||||||
| 7 W STATE ST STE 301 | SHARON | PA | 16146 | NONE | EXEMPT | YARBCC FREEDOM WARRIOR GOLF | $25,000 | |
| SUGARCREEK BOROUGH | ||||||||
| 212 FOX STREET | FRANKLIN | PA | 16323 | NONE | GV | NEW VEHICLE & NIGHT VISION | $33,700 | |
| FAMILY SERVICES AND CHILDRENS | ||||||||
| 716 EAST SECOND STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT-ANNUAL | $5,258 | AID SOCIETY |
| KEYSTONE COMMUNITY EDUCATION | ||||||||
| 255 ELM STREET | OIL CITY | PA | 16301 | NONE | PC | WELDING PROGRAM AT VOTECH | $18,090 | COUNCIL |
| OIL CITY YMCA | ||||||||
| 7 PETROLEUM STREET | OIL CITY | PA | 16301 | NONE | PC | POOL BOILER AND | $11,283 | |
| CITY OF FRANKLIN PA FINE ARTS | ||||||||
| 430 THIRTEENTH STREET | FRANKLIN | PA | 16323 | NONE | PC | 2017 BILL BIETH CHARITY | $20,000 | COUNCIL |
| HOG HEAVEN RESCUE FARM INC | ||||||||
| 2681 MALLORY ROAD | COCHRANTON | PA | 16314 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RED AND BLACK BOOSTER CLUB | ||||||||
| 246 PONE LANE | FRANKLIN | PA | 16323 | NONE | PC | MEMORY OF JODY RAY | $10,000 | |
| ALLAMAN AMYLOIDOSIS FOUNDATION | ||||||||
| 218 LYNMARANN LANE | FRANKLIN | PA | 16323 | NONE | PC | 3RD ANNUAL GOLF OUTING | $5,000 | |
| COUNTY OF VENANGO PA | ||||||||
| 1174 ELK ST | FRANKLIN | PA | 16323 | NONE | GOV | PURCHASE OF HUMANE | $50,000 | |
| GROVE CITY AREA PET RESCUE | ||||||||
| PO BOX 292 | GROVE CITY | PA | 16127 | NONE | PC | 2017 GENERAL SUPPORT | $20,000 | |
| BILINGUAL EDUCATION FOR CENTRAL AMERICA | ||||||||
| PO BOX 7400 | NEW YORK | NY | 10150 | NONE | PC | SUPPORT OF PROGRAMS | $20,000 | |
| BRIDGE BUILDERS COMMUNITY FOUNDATION | ||||||||
| 206 SENECA ST | OIL CITY | PA | 16301 | NONE | PC | CENTRAL ELEMENTRAY SCHOOL | $15,000 | |
| FRANKLIN AREA MEALS ON WHEELS | ||||||||
| 1256 ELK ST | FRANKLIN | PA | 16323 | NONE | PC | CHARITABLE CONTRIBUTION | $12,000 | |
| FRANKLIN AREA SCHOOL DISTRICT | ||||||||
| 702 LIBERTY ST | FRANKLIN | PA | 16323 | NONE | PC | DEFRAY COST OF ATHLETIC | $50,000 | |
| FRANKLIN YMCA | ||||||||
| 111 WEST PARK ST | FRANKLIN | PA | 16323 | NONW | PC | 5YR CAPITAL CAMPAIGN | $50,000 | |
| NICKLIN UNITED METHODIST CHURCH | ||||||||
| PO BOX 470 | FRANKLIN | PA | 16323 | NONE | PC | FRED LEPLY CANCER DRIVE | $5,000 | |
| THE BETHESDA CHILDREN'S HOME | ||||||||
| PO BOX 398 | MEADVILLE | PA | 16335 | NONE | PC | SUPPORT OF CHILDREN'S HOME | $10,000 | LUTHERAN SOCIAL SERVICES |
| VALLEY GROVE ELEMENTARY SCHOOL | ||||||||
| 389 SUGARCREEK DR | FRANKLIN | PA | 16323 | NONE | PC | SUPPORT OF SCHOOL | $9,310 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $603,332 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $381,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,085 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE FLOATING-RATE FUND | $280,193 | $274,661 |
| POWERSHARES PREFERRED PORTFOLI | $138,929 | $138,540 |
| SPDR BARCLAYS CONVERTIBLE SECU | $295,294 | $324,397 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $110,155 | $143,856 |
| ABBVIE INC | $26,777 | $87,039 |
| ALBERMARLE CORP | ||
| ALPHABET INC - CL C | $21,452 | $78,480 |
| ALPHABET - CL A | $37,681 | $126,408 |
| ALTRIA GROUP INC | $42,289 | $142,820 |
| AMGEN INC | $111,668 | $121,730 |
| ANALOG DEVICES INC | $86,800 | $133,545 |
| APPLE INC | $127,916 | $210,691 |
| ARTISAN INTERNATIONAL VALUE FU | $142,926 | $148,612 |
| BECTON DICKINSON | $74,294 | $107,030 |
| BLACKROCK INC | $101,744 | $154,113 |
| CVS HEALTH CORPORATION | $71,369 | $199,665 |
| CHURCH & DWIGHT CO INC W/1 RT/ | $123,428 | $154,624 |
| CISCO SYSTEMS | $166,780 | $279,590 |
| COMCAST CORP CL A | $62,600 | $80,100 |
| CONSTELLATION BRANDS INC CL A | $149,151 | $239,999 |
| DEERE & CO W/1 RT/SH | $65,653 | $281,718 |
| DOWDUPONT INC | $89,053 | $131,757 |
| EATON VANCE ATLANTA CAPITAL SM | $139,008 | $205,545 |
| EMERSON ELECTRIC CO | $80,614 | $85,719 |
| EXPRESS SCRIPTS HOLDING CO | $77,394 | $102,779 |
| EXXON MOBIL CORP | $17,063 | $125,460 |
| FORD MOTOR CO | ||
| GILEAD SCIENCES INC | $59,211 | $171,936 |
| HONEYWELL INTERNATIONAL INC | $94,778 | $141,858 |
| IBM CORP | $63,377 | $92,052 |
| ISHARES MSCI EMERGING MARKETS | $164,084 | $229,239 |
| ISHARES RUSSELL 20000 ETF | $70,311 | $96,660 |
| MARRIOT INTERNATIONAL INC NEW | $55,452 | $101,798 |
| METLIFE INC | $66,674 | $92,525 |
| MICROSOFT CORP | $34,835 | $128,310 |
| MORGAN STANLEY | $79,699 | $104,940 |
| NEXTERA ENERGY INC | $35,644 | $97,619 |
| NIKE INC CL B | ||
| OCCIDENTAL PETROLEUM CORP | $75,831 | $117,856 |
| OMNICOM GROUP | $80,532 | $116,528 |
| PS BUSINESS PARKS INC SERIES S | ||
| PEPSICO INC | $49,106 | $239,840 |
| PFIZER INC | $110,512 | $229,925 |
| PHILIP MORRIS INTL INC | $167,424 | $348,645 |
| PHILLIPS 66 | $67,935 | $85,978 |
| PROCTOR & GAMBLE CO | $120,386 | $186,516 |
| QUALCOMM INC | $55,358 | $140,844 |
| RAYMOND JAMES FINANCIAL INC PF | ||
| SEMPRA ENERGY | $95,280 | $106,920 |
| TARGET CORP | ||
| THERMO FISHER SCIENTIFIC INC 1 | $91,670 | $176,399 |
| 3M COMPANY | $65,155 | $135,102 |
| TRACTOR SUPPLY COMPANY | $98,153 | $126,328 |
| UNITEDHEALTH GROUP INC | $81,555 | $167,770 |
| VALERO ENERGY CORP | $71,230 | $91,910 |
| VERIZON COMMUNICATIONS | $87,005 | $99,455 |
| WAL-MART STORES INC | $156,434 | $286,375 |
| WELLS FARGO & CO | $80,350 | $129,409 |
| INVESCO LTD | $85,863 | $120,582 |
| CHUBB LIMITED | $94,136 | $248,591 |
| AUTOMATIC DATA PROCESSING | $190,669 | $234,380 |
| CATERPILLAR INC | $20,497 | $39,395 |
| CROWN CASTLE INTL CORP | $81,980 | $111,010 |
| EBAY INC | ||
| JP MORGAN CHASE & CO | $17,034 | $48,123 |
| JOHNSON & JOHNSON | $10,722 | $24,451 |
| LOCKHEED MARTIN CORPORATION | $133,746 | $160,525 |
| LOWES COMPANIES INC | $53,991 | $74,352 |
| M & T BANK CORP | $109,710 | $128,243 |
| MCDONALDS CORP | $11,326 | $34,424 |
| NOVARTIS AG ADR | $19,305 | $29,386 |
| ORACLE CORPORATION | $23,096 | $66,192 |
| PAYPAL HOLDINGS INC | ||
| UNION PACIFIC CORP | $8,792 | $40,230 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 TRANSACTIONS POSTED TO 2018 | Desc |
| Amt | $1,153 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NONALLOCABLE EXPENSES - | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2016 TRANSACTIONS POSTED TO 2017 | $3,956 |
| RETURN OF CAPITAL | $3,674 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $143 | $143 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,271 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $394 | $394 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $198 | $198 | $0 |
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