IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-15
- IRS object ID
- 201712889349100401
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-15T12:25:41-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-09-20 | 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 | 2017-09-20 | IPDt |
| IP Tm | 13:49:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8AD5F501B378725E008F29A8A8EEA0145205FAB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE4CF489C0EAD288711030413DE9A9A1D9FC09CF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,906,148 | 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 | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,882 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,137 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $246,083 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $246,083 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,106 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,232 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,874 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,616 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,048 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,568 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,634 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,907 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $159 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,821 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,601 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $293,941 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $293,941 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $389,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,821 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $331,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,992 | CashBOYAmt |
| Cash EOY | $16,269 | CashEOYAmt |
| Cash EOYFMV | $16,269 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $228,953 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,169,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,009,174 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,533,608 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $119,515 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,519,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,381,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,906,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,519,786 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,519,786 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$138,072 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,519,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,381,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,519,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,381,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,519,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,208 | OtherIncreasesAmt |
| Subtotal | $8,381,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,381,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,471.825 SHS INVESCO LMTD TERM MUNI | P | 2012-03-22 | 2016-11-09 | $39,718 | $39,696 | $22 | $22 |
| 8,521.821 SHS PAYDEN GNMA FD | P | 2012-03-22 | 2016-11-09 | $83,000 | $90,821 | -$7,821 | -$7,821 |
| 2,540.602 SHS PIMCO FUNDS COMMODITY | P | 2012-03-22 | 2016-11-09 | $17,505 | $34,300 | -$16,795 | -$16,795 |
| CAPITAL GAINS DIVIDENDS | P | $58,476 | $58,476 | $58,476 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,882 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $254,396 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,980,951 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028326 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $297,395 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,190,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $369,258 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,209,215 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044981 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $348,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,955,021 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050163 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $567,534 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,065,441 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.080325 | DistributionYr5Rt |
| Total Distribution | 0.236154 | TotalDistributionRt |
| Average Distribution | 0.047231 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,777,888 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $414,588 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,883 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $416,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $331,542 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,765 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,765 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,765 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $113 | EsPenaltyAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | $22,053 | $0 | $0 |
| MICHAEL J HUSARIK | ||||||||
| 214 MESA DRIVE | FREEPORT | PA | 16229 | TRUSTEE | 1.60 | $22,053 | $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 | $8,532,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,515 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,911,561 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,911,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,777,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,765 | TotalTaxAmt |
| Distributable Before Adj | $435,129 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $435,129 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $435,129 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $331,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $331,542 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $331,542 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $435,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $381,659 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $331,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $331,542 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $50,117 | Taxable2Amt |
| Undistributed Income CY | $435,129 | 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 (47 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 THE FRIENDSHIP GARDEN AND DINNERS. | $3,000 |
| ALLEGHENY VALLEY ASSOCIATION OF CHURCHES | |||||||
| 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED FOR THE RENOVATION OF THE MINISTRY CENTER. | $5,000 |
| ALLEGHENY VALLEY BAPTIST CHURCH | |||||||
| 2855 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED FOR REPAIRS TO FACILITY. | $3,643 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | |||||||
| 533 LINDEN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO BUY NEW SCANNER AND IMPLANT MICROCHIPS IN SHELTER ANIMALS. | $3,000 |
| BETHEL UNITED METHODIST CHURCH | |||||||
| 150 ADLER STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO MAKE REPAIRS TO ELECTRICAL SYSTEM OF BUILDING. | $4,000 |
| 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 ICE MACHINE. | $1,500 |
| CALVARY BAPTIST CHURCH | |||||||
| 1207 PACIFIC AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARDS UPGRADING KITCHEN FACILITIES. | $1,700 |
| CENTER UNITED METHODIST CHURCH | |||||||
| 1575 DONNELLVILLE ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARDS INSTALLATION OF NEW CEILING AND LIGHTS. | $5,000 |
| CENTRAL BAPTIST CHURCH | |||||||
| 2200 WYLIE AVENUE | PITTSBURGH | PA | 15219 | CHARITY | EXEMPT | TO BE USED TOWARDS UPGRADE OF MINISTRY MEDIA EQUIPMENT. | $5,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO LAUNCH CHURCH INITIATIVE FAITH COMMUNITY PARTNERS. | $10,000 |
| CHRIST COMMUNITY FELLOWSHIP | |||||||
| 160 SINGLETON ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED FOR REPAIRS TO PARKING LOT AND PURCHASE OF NEW VIDEO PROJECTOR. | $4,050 |
| CHRIST IS THE ANSWER INC | |||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARDS PURCHASE OF A NEW FURNACE FOR RETREAT CENTER. | $5,000 |
| CHRIST OUR HOPE ANGLICAN CHURCH | |||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARDS LANDSCAPING & BUILDING REPAIRS. | $5,000 |
| COMMUNITY LIBRAY OF ALLEGHENY VALLEY | |||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO OBTAIN ADDITIONAL RESOURCES FOR FAMILY TREE RESEARCH. | $6,000 |
| DEER CREEK UP CHURCH | |||||||
| 33 BAIRDFORD ROAD | GIBSONIA | PA | 15044 | CHARITY | EXEMPT | TO BE USED TOWARDS REPLACEMENT OF ROAD SIGN. | $3,700 |
| EAST UNION PRESBYTERIAN CHURCH | |||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | TO BE USED TOWARDS PURCHASE & INSTALL OF AIR CONDITIONER. | $5,950 |
| EVANGEL HEIGHTS ASSEMBLY OF GOD | |||||||
| 120 BEALE ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARDS UPGRADING OF LIGHTS AND ELECTRICAL SYSTEM. | $6,000 |
| FIRST EVANGELICAL LUTHERAN CHURCH | |||||||
| 221 RIDGE AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TOWARDS RENOVATION OF RESTROOMS IN PARISH HOUSE. | $7,000 |
| FIRST UNITED METHODIST CHURCH NEW KENSINGTON | |||||||
| 130 RIDGE AVENUE | NEW KENSINGTON | PA | 15608 | CHARITY | EXEMPT | TO BE USED TOWARDS UPDATING LIGHT FIXTURES IN CHURCH. | $2,985 |
| FREEPORT UNITED METHODIST CHURCH | |||||||
| 211 FOURTH STREET | FREEPORT | PA | 16229 | CHARITY | EXEMPT | TO BE USED TOWARDS THE PURCHASE OF NEW COMPUTER EQUIPMENT. | $4,000 |
| GOSPEL FELLOWSHIP PRESBYTERIAN CHURCH | |||||||
| 161 MCFANN ROAD | VALENCIA | PA | 16059 | CHARITY | EXEMPT | TO BE USED TO PURCHASE EQUIPMENT FOR RECREATION PROGRAM. | $9,300 |
| GRACE COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 2751 GRANT STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE RESTORATION OF ROOF AND PURCHASE EQUIPMENT. | $8,000 |
| GRACE UNITED METHODIST CHURCH | |||||||
| 1333 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO PURCHASE NEW TV MONITORS FOR THE CHURCH. | $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. | $6,500 |
| JANES UNITED METHODIST CHURCH | |||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE FUNDING OF MINISTRY AND MUSIC YOUTH CLUB. | $1,300 |
| LITTLE SISTERS OF THE POOR | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | CHARITY | EXEMPT | TO BE USED TO ASSIST IN THE PURCHASE OF NEW VITAL SIGN STATIONS AND AN AUTOMATED EXTERNAL DEFIBRILLATOR. TO BE USED TO ASSIST WITH THE PURCHASE OF TWO NEW VITAL SIGN STATIONS AND A NEW AED. | $6,600 |
| LOGAN'S FERRY PRESBYTERIAN CHURCH | |||||||
| 750 CHURCH STREET | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE COST OF EXTERIOR PAINTING OF CHURCH. | $10,000 |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||
| 105 BUSINESS DRIVE | ZELIENOPLE | PA | 16063 | CHARITY | EXEMPT | TO ASSIST WITH THE PURCHASE OF A RETRACTABLE AWNING AND OUTDOOR FURNITURE. | $7,500 |
| MANCHESTER YOUTH DEVELOPMENT CENTER | |||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE TRAINING WHEELS NURSERY PROGRAM. | $5,000 |
| MILLERSTOWN UNITED METHOD CHURCH | |||||||
| 2830 THOMPSON ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO REPLACE THE STORAGE SHED DESTROYED BY FLOOD. | $2,450 |
| NATRONA HEIGHTS CHURCH OF THE BRETHREN | |||||||
| 120 COE STREET | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARDS THE PURCHASE & INSTALLATION OF STAIR LIFT. | $5,200 |
| OLD UNION PRESBYTERIAN CHURCH | |||||||
| 200 UNION CHURCH ROAD | MARS | PA | 16046 | CHARITY | EXEMPT | TO BE USED TOWARDS ROOF REPAIRS. | $2,000 |
| PLEASANT UNITY UNITED PRESBYTERIAN CHURCH | |||||||
| 188 MILLERSTOWN-CULMERVILLE RD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TOWARDS THE RENOVATION OF MAIN RESTROOMS. | $6,539 |
| SALVATION ARMY OF NEW KENSINGTON | |||||||
| 1101 FIFTH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE ARK OF LEARNING AND BRIDGE THE GAP PROGRAMS. TOWARDS THE SUPPORT OF ARK OF LEARNING & BRIDGE THE GAP PROGRAMS. | $12,500 |
| THE ALLEGHENY VALLEY SALVATION ARMY | |||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE FOOD ASSISTANCE PROGRAM. | $5,000 |
| ST BARNABAS EPISCOPAL CHURCH | |||||||
| 201 CAMBREL POINT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO INSTALL ADDITIONAL HEATING AND COOLING UNITS IN BUILDING. | $10,000 |
| ST GEORGE ANTIOCHIAN ORTHODOX CHURCH | |||||||
| 1150 LEISHMAN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO ASSIST WITH THE REPLACEMENT OF OUTDATED ELECTRICAL WORK AND KITCHEN EQUIPMENT. | $9,000 |
| ST JOHN THE BAPTIST ORTHODOX CATHOLIC CHURCH | |||||||
| 150 ELMTREE ROAD | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO ASSIST WITH THE COST OF BUILDING RAILING FOR RECTOR'S WALKWAY. | $1,900 |
| ST LUKE LUTHERAN CHURCH AND SCHOOL | |||||||
| 330 HANNAHSTOWN ROAD | CABOT | PA | 16023 | CHARITY | EXEMPT | TO ASSIST WITH THE PURCHASE OF BACKPACKS AND SCHOOL SUPPLIES. | $2,500 |
| ST MARGARET MARY CHURCH | |||||||
| 3055 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO ASSIST WITH THE PURCHASE OF COMMERCIAL REFRIGERATORS. | $6,164 |
| ST MARY'S OF CZESTOCHOWA CHURCH | |||||||
| 857 KENNETH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED FOR REPAIRS TO PARKING LOT AND RE-PAINTING OF LINES. | $1,400 |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | |||||||
| PO BOX 128 | SARVER | PA | 16055 | CHARITY | EXEMPT | TO ASSIST WITH THE COST OF CONSTRUCTION FOR PAVILLION FOR CHURCH GATHERINGS. | $8,000 |
| SAINT VICTOR CHURCH | |||||||
| PO BOX 149 | BAIRDFORD | PA | 15006 | CHARITY | EXEMPT | TO ASSIST WITH THE INSTALLATION OF NEW BOILER. | $10,000 |
| TOUR-ED MINE AND MUSEUM | |||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO BOLT MINE ROOF FOR SAFETY, REPAIRS, AND EQUIPMENT PURCHASE. | $26,500 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 847 TENTH AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT OF SANCTUARY SOUND SYSTEM. | $11,560 |
| WALTER CHAPEL UNITED METHODIST CHURCH | |||||||
| 404 CRAWFORD RUN ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH TAR AND CHIP OF CHURCH PARKING LOTS. | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $293,941 | 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 | $27 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,037 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $246,083 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,083 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $8,009,174 | EOYBookValueAmt |
| EOYFMV | $8,533,608 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $13,616 | LegalFeesAmt |
| Net Investment Income | $7,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,568 | 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 | $119,515 | EOYBookValueAmt |
| EOYFMV | $119,515 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $159 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $159 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,137 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,137 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX-EXEMPT DIVIDENDS | $703 |
| NONDIVIDEND DISTRIBUTIONS | $4,505 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $31,634 | Amt |
| Net Investment Income | $31,634 | 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 | $4,871 | $4,871 | $0 |
| FOREIGN TAXES PAID | $1,036 | $1,036 | $0 |
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