IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201841359349103434
- 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 Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T15:46:25-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | 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 | 256897871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA R WOOD AND FRANCES WOOD | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAR | BusinessNameControlTxt |
| Phone | 4123947711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET NO 14 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA A MERCER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4123947711 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD G SCHERER | PreparerPersonNm |
| PTIN | P00953415 | PTIN |
| Phone | 4123912920 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 164.52.234.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 13:18:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96E48A54FCC6F7195EE11987DCE1CE24A0E69C95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B2E349955E3265E1805F5B3FE19ECEF6EA682E6A | 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 | $9,233,437 | 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 | $99 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $206,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $133,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,347 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $340,345 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,310 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,740 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,549 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,036 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,783 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,783 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,064 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,532 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49,515 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $225 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $486,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $486,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $653,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $504,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$313,587 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $212,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,269 | CashBOYAmt |
| Cash EOY | $58,762 | CashEOYAmt |
| Cash EOYFMV | $58,762 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $236,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,896 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,009,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,906,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,071,779 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $119,515 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,381,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,068,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,233,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,381,714 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,068,127 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,381,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,068,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,381,714 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,068,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,381,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$313,587 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,068,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,068,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6,553.708 SHARES BLACKROCK FDS HI YLD BD | P | 2012-03-22 | 2017-12-05 | $51,250 | $51,091 | $159 | $159 |
| 836.189 SHARES FIRST EAGLE GLOBAL | P | 2012-03-20 | 2017-12-05 | $51,250 | $40,219 | $11,031 | $11,031 |
| 776.398 SHARES VANGUARD WELLESLEY INCOME | P | 2012-03-20 | 2017-12-05 | $51,250 | $44,882 | $6,368 | $6,368 |
| 717.469 SHARES VANGUARD GROWTH INDEX ADMIRAL | P | 2012-03-20 | 2017-12-05 | $51,134 | $25,960 | $25,174 | $25,174 |
| 71.627 SHARES VANGUARD GROWTH INDEX ADMIRAL | P | 2012-03-20 | 2017-12-05 | $116 | $4,578 | -$4,462 | -$4,462 |
| CAPITAL GAINS DIVIDENDS | P | $95,077 | $95,077 | $95,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,347 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $331,542 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,777,888 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037770 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $254,396 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,980,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028326 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $297,395 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,190,474 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032359 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $369,258 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,209,215 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $348,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,955,021 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050163 | DistributionYr5Rt |
| Total Distribution | 0.193599 | TotalDistributionRt |
| Average Distribution | 0.038720 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,073,156 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $351,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,127 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $353,440 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $504,781 | 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 | $2,127 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,127 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,473 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,473 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $342 | OverpaymentAmt |
| Applied To ES Tax | $342 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 |
| Individual With Books | CLARK HILL PLC | IndividualWithBooksNm |
| Phone | 4123947711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 14TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| SARA A MERCER | ||||||||
| 216 MERIDAN STREET | PITTSBURGH | PA | 15211 | TRUSTEE | 2.00 | $22,155 | $0 | $0 |
| MICHAEL J HUSARIK | ||||||||
| 214 MESA DRIVE | FREEPORT | PA | 16229 | TRUSTEE | 2.00 | $22,155 | $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 | $8,979,982 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,211,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,211,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,073,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $453,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $453,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,127 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,127 | TotalTaxAmt |
| Distributable Before Adj | $451,531 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $451,531 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $451,531 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $504,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $504,781 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,127 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $502,654 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $451,531 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $435,129 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Total For Prior Years | $50,117 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $504,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $435,129 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,652 | 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 | $50,117 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $50,117 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $381,879 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABUNDANT JOY FELLOWSHIP | |||||||
| 411 E FIRST AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED FOR SUBFLOOR AND CARPET IN THE SANCTUARY. | $4,000 |
| ALLEGHENY VALLEY ASSOCIATION OF CHURCHES | |||||||
| 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED FOR THE RENOVATIONS OF HOUSE NEXT TO MINISTRY CENTER. | $5,300 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | |||||||
| 533 LINDEN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED FOR SHELTER EVALUATION AND OPPORTUNITY CAPITAL CAMPAIGN. | $55,500 |
| BETHEL UNITED METHODIST CHURCH | |||||||
| 150 ALDER STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ESTABLISH INTERNET ACCESS OF WORSHIP SERVICES. | $4,608 |
| BETHESDA EVANGELICAL LUTHERAN CHURCH | |||||||
| 3084 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED FOR INSTALLATION OF ELEVATOR. | $20,000 |
| BURTNER HOUSE RESTORATION SOCIETY | |||||||
| 1310 PRINCETON AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED FOR ROOF AND PORCH REPAIRS. | $10,000 |
| BUTLER COUNTY HUMANE SOCIETY | |||||||
| 1015 EVANS CITY ROAD | RENFREW | PA | 16053 | CHARITY | EXEMPT | TO BE USED TOWARDS ADOPTION AND SHELTERING PROGRAM. | $10,000 |
| CABOT UNITED METHODIST CHURCH | |||||||
| 707 WINFIELD ROAD | CABOT | PA | 16023 | CHARITY | EXEMPT | TO BE USED TOWARDS THE PURCHASE OF NEW COMMERCIAL FREEZER. | $5,000 |
| CALVARY BAPTIST CHURCH | |||||||
| 211 HARDING STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TOWARDS THE PURCHASE OF NEW OFFICE EQUIPMENT. | $1,700 |
| CENTER UNITED METHODIST CHURCH | |||||||
| 1575 DONNELLVILLE ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARDS INSTALLATION OF NEW HEATING AND A/C. | $15,464 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO HELP COMPLETE CAPITAL CAMPAIGN. | $20,000 |
| CHRIST COMMUNITY FELLOWSHIP | |||||||
| 160 SINGLETON ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TO REPLACE COPIER/PRINTER EQUIPMENT AND PURCHASE I-PAD. | $2,857 |
| CHRIST IS THE ANSWER INC | |||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARDS EXTERIOR PAINTING, HANDICAP ACCESS, AND SIDEWALK REPAIRS. | $8,500 |
| CHRIST OUR HOPE ANGLICAN CHURCH | |||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARDS ESTABLISHING DIAPER BANK, AND OUTREACH TO LOW INCOME DISTRICT. | $7,500 |
| COMMUNITY LIBRAY OF ALLEGHENY VALLEY | |||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO UPDATE WEBSITE. | $9,000 |
| DEER CREEK UP CHURCH | |||||||
| 33 BAIRDFORD ROAD | GIBSONIA | PA | 15044 | CHARITY | EXEMPT | TO BE USED TO RESTORE STAINED GLASS WINDOW. | $8,000 |
| EAST UNION PRESBYTERIAN CHURCH | |||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | TO BE USED TOWARDS PURCHASE & INSTALLATION OF AIR CONDITIONING UNITS. | $11,875 |
| FAITH EVANGELICAL LUTHERAN CHURCH | |||||||
| 1500 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARDS RENOVATION OF RESTROOMS IN PARISH HOUSE. | $5,000 |
| FIRST BAPTIST CHURCH OF TARENTUM | |||||||
| 410 THIRD AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED FOR RENOVATION OF SOCIAL HALL. | $10,000 |
| FIRST UNITED METHODIST CHURCH NEW KENSINGTON | |||||||
| 130 RIDGE AVENUE | NEW KENSINGTON | PA | 15608 | CHARITY | EXEMPT | TO BE USED TOWARDS PREVENTATIVE MAINTENANCE AND TO REPAIR TWO BOILERS. | $3,779 |
| FREEPORT UNITED METHODIST CHURCH | |||||||
| 211 FOURTH STREET | FREEPORT | PA | 16229 | CHARITY | EXEMPT | TO BE USED TOWARDS THE INSTALLATION OF AN ACCESSIBLE BATHROOM. | $10,000 |
| GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH | |||||||
| 161 MCFANN ROAD | VALENCIA | PA | 16059 | CHARITY | EXEMPT | TO BE USED TO PURCHASE AND INSTALL PLAYGROUND EQUIPMENT. | $12,000 |
| GRACE COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 2751 GRANT STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO RENOVATE TWO BATHROOMS FOR HANDICAP ACCESSIBILITY. | $10,000 |
| GRACE UNITED METHODIST CHURCH | |||||||
| 1333 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED FOR INSTALLATION OF ADA ACCESSIBLE RESTROOM FACILITY. | $7,000 |
| HARVEST BAPTIST CHURCH | |||||||
| 224 HARVEST LANE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO UPDATE WIFI. | $5,000 |
| HOWARD INTERNATIONAL MINISTRIES | |||||||
| 930 MERWIN ROAD | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO PURCHASE FOOD AND FOR OPERATING COSTS TO SERVE THE HOMELESS. | $7,500 |
| JANES UNITED METHODIST CHURCH | |||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | CHARITY | EXEMPT | TO BE USED TO PURCHASE RECEIVERS AND EARPIECES FOR THE ADAPTIVE HEARING SYSTEM. | $650 |
| LITTLE SISTERS OF THE POOR | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | CHARITY | EXEMPT | TO BE USED TO REPLACE CARPETING IN THE FIRST FLOOR OF MAIN BUILDING. | $10,000 |
| MANCHESTER YOUTH DEVELOPMENT CENTER | |||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | CHARITY | EXEMPT | TO BE USED FOR TECHNOLOGY IMPROVEMENTS AND ROOF REPAIRS. | $8,000 |
| MILLERSTOWN UNITED METHODIST CHURCH | |||||||
| 131 DONAHUE LANE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO REPLACE OLD GUTTERS AND TO ADD GUTTER HELMET SYSTEM. | $4,737 |
| NATRONA HEIGHTS CHURCH OF THE BRETHREN | |||||||
| 120 COE STREET | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARDS THE PAVING OF PARKING LOT SPACES. | $10,000 |
| NATRONA HEIGHTS PRESBYTERIAN CHURCH | |||||||
| 1428 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO REMOVE AND REPLACE CHURCH WINDOWS. | $7,000 |
| OLD UNION PRESBYTERIAN CHURCH | |||||||
| 200 UNION CHURCH ROAD | MARS | PA | 16046 | CHARITY | EXEMPT | TO BE USED TOWARDS REPAIR OF SANCTUARY CEILING. | $2,000 |
| SALVATION ARMY OF NEW KENSINGTON | |||||||
| 1101 FIFTH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE ARC OF LEARNING AND BRIDGING THE GAP PROGRAMS. | $12,500 |
| SPRINGDALE UNITED METHODIST CHURCH | |||||||
| 739 PITTSBURGH STREET | SPRINGDALE | PA | 15144 | CHARITY | EXEMPT | TO BE USED TO REPAIR FLOORING AND PLUMBING. | $2,500 |
| ST BARNABAS EPISCOPAL CHURCH | |||||||
| 201 CAMBREL POINT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO UPDATE SANCTUARY SOUND SYSTEM. | $8,500 |
| ST GEORGE ANTIOCHIAN ORTHODOX CHURCH | |||||||
| 1150 LEISHMAN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO ASSIST WITH THE REPLACEMENT OF HEATING/AIR CONDITIONING UNITS. | $10,000 |
| ST LUKE LUTHERAN CHURCH AND SCHOOL | |||||||
| 330 HANNAHSTOWN ROAD | CABOT | PA | 16023 | CHARITY | EXEMPT | TO BE USED FOR SUPPLIED FILLED BACKPACKS FOR PERSONS RECENTLY RELEASED FROM PRISON. | $2,700 |
| ST MARGARET MARY CHURCH | |||||||
| 3055 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO ASSIST WITH THE PURCHASE OF COMMERCIAL REFRIGERATORS AND BUILDING SECURITY. | $7,500 |
| ST MARY'S OF CZESTOCHOWA CHURCH | |||||||
| 857 KENNETH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED FOR PURCHASE OF HEATING/COOLING SYSTEM FOR CEMETERY CHAPEL. | $4,475 |
| ST PAUL'S GERMAN EVANGELICAL LUTHERAN CHURCH | |||||||
| 300 EAST 8TH AVENUE AND LOCK STREET | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO REFURBISH AND INSTALL STAINED GLASS WINDOWS. | $45,150 |
| ST VICTOR CHURCH | |||||||
| PO BOX 149 | BAIRDFORD | PA | 15006 | CHARITY | EXEMPT | TO BE USED TO INSTALL SIDEWALKS AND FOR REPLACEMENT OF ROOF ON GARAGE. | $8,000 |
| STS PETER AND PAUL CATHOLIC CHURCH | |||||||
| 339 EAST 10TH AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED FOR REPLACEMENT OF GUTTERS. | $16,255 |
| THE ALLEGHENY VALLEY SALVATION ARMY | |||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE FOOD ASSISTANCE PROGRAM. | $5,000 |
| TOUR-ED MINE AND MUSEUM | |||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO REPAIR EQUIPMENT AND TO EXCAVATE ROCK OVERBURDEN ABOVE COAL SEAM. | $27,500 |
| TRINITY EVANGELICAL LUTHERAN CHURCH | |||||||
| 323 FIFTH STREET | FREEPORT | PA | 16229 | CHARITY | EXEMPT | TO BE USED TO RESTORE STAINED GLASS WINDOWS IN THE SANCTUARY. | $16,000 |
| TRINITY UNITED CHRISTIAN CHURCH | |||||||
| 3400 GARVERS FERRY ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED FOR DUCT WORK UPGRADES, FURNACE INSTALLATION AND OTHER REPAIRS.TO BE USED FOR DUCT WORK UPGRADES, FURNACE INSTALLATION AND OTHER COSTS. | $3,500 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 1209 PENNSYLVANIA AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO START SCHOOL YEAR STORY TIME, NEW SUPPORT GROUP AND PROMOTION EFFORTS. | $2,500 |
| WALTER CHAPEL UNITED METHODIST CHURCH | |||||||
| 404 CRAWFORD RUN ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | TO BE USED TO PAINT SANCTUARY AND THREE ADDITIONAL ROOMS. | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $486,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $206,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $340,345 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,345 | 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) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $7,906,469 | EOYBookValueAmt |
| EOYFMV | $9,071,779 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $14,585 | LegalFeesAmt |
| Net Investment Income | $7,549 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,036 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STEPPING STONE INDUSTRIAL PARK,INC. MORTGAGE | Desc |
| BOY Book Value | $119,515 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $49,515 | $49,515 | $0 |
| MISCELLANEOUS FEES | $225 | $0 | $225 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $32,783 | Amt |
| Net Investment Income | $32,783 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES PAID | $21,532 | $0 | $0 |
| FOREIGN TAXES PAID | $1,532 | $1,532 | $0 |
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