BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201743129349100204
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T07:29:33-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNETT CARBIS TOOTHMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 CHESTNUT STREET | AddressLine1Txt |
| City | MEADVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232892817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 7246589866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 CASS STREET | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M JOYCE BRUCE BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7246586633 | PhoneNum |
| Signature | 2017-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 8143362133 | PhoneNum |
| Preparation | 2017-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.12.119.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-01 | IPDt |
| IP Tm | 09:10:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F77A87F5B268B42F0771256F28065ED0E1200F19 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E06E482E2F4DFFAF07DB150B724AA28485B2730E | 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 | $611,106 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $471,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,810 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,810 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,718 | CashBOYAmt |
| Cash EOY | $8,822 | CashEOYAmt |
| Cash EOYFMV | $8,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,200 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,070,305 | CorporateStockBOYAmt |
| Corporate Stock EOY | $955,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $529,084 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,091,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,037,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $611,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$57 | CapitalStockBOYAmt |
| Capital Stock EOY | -$57 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,091,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,037,985 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,091,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,037,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,091,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,037,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,091,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,037,928 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,037,928 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 400 SHS CUMMINS INC | P | 2015-11-20 | 2016-02-26 | $39,053 | $37,836 | $1,217 | $1,217 |
| 200 SHS DOLLAR GEN CORP | P | 2015-12-23 | 2016-11-23 | $15,643 | $14,575 | $1,068 | $1,068 |
| 1,000 SHS HUNTSMAN CORP | P | 2016-03-31 | 2016-12-21 | $19,932 | $13,520 | $6,412 | $6,412 |
| 400 SHS METLIFE INC | P | 2016-09-22 | 2016-11-23 | $21,682 | $18,116 | $3,566 | $3,566 |
| NOKIA CORP SPONSORED ADR | P | 2016-04-19 | 2016-04-19 | $2 | $2 | $2 | |
| 100 SHS SIMON PPTY GROUP INC | P | 2015-04-28 | 2016-04-20 | $20,238 | $18,939 | $1,299 | $1,299 |
| 1,100 SHS MYLAN N V SHS EURO | P | 2015-03-02 | 2016-09-26 | $50,420 | $56,951 | -$6,531 | -$6,531 |
| DIANA CONTAINERSHIPS INC | P | 2016-06-10 | 2016-06-10 | $1 | $1 | $1 | |
| 500 SHS ALIBABA GROUP HLDG LTD | P | 2015-02-19 | 2016-07-22 | $40,735 | $47,511 | -$6,776 | -$6,776 |
| 200 SHS APPLE INC | P | 2012-10-26 | 2016-02-25 | $19,042 | $13,191 | $5,851 | $5,851 |
| 500 SHS CBS CORP NEW CL B | P | 2014-04-21 | 2016-07-29 | $25,717 | $29,824 | -$4,107 | -$4,107 |
| 300 SHS COSTCO WHSL CORP NEW | P | 2013-08-27 | 2016-05-19 | $43,164 | $34,225 | $8,939 | $8,939 |
| 300 SHS DOLLAR GEN CORP | P | 2015-03-25 | 2016-08-31 | $22,313 | $22,761 | -$448 | -$448 |
| 1,100 SHS HANESBRANDS INC | P | 2015-03-24 | 2016-09-22 | $27,227 | $36,085 | -$8,858 | -$8,858 |
| 1,000 SHS HUNTSMAN CORP | P | 2014-10-30 | 2016-12-21 | $19,932 | $24,508 | -$4,576 | -$4,576 |
| 400 SHS LOWES COS INC | P | 2015-05-28 | 2016-08-25 | $30,635 | $28,546 | $2,089 | $2,089 |
| 2,000 SHS ORBCOMM INC | P | 2006-12-29 | 2016-09-22 | $20,135 | $18,265 | $1,870 | $1,870 |
| 200 SHS SCHLUMBERGER LTD | P | 2014-04-17 | 2016-01-22 | $12,724 | $20,116 | -$7,392 | -$7,392 |
| 78 SHS SEVENTY SEVEN ENERGY INC | P | 2008-06-20 | 2016-08-02 | $3,062 | -$3,062 | -$3,062 | |
| 200 SHS SIMON PPTY GROUP INC NEW REIT | P | 2015-05-20 | 2016-06-21 | $43,351 | $35,963 | $7,388 | $7,388 |
| CAPITAL GAINS DIVIDENDS | P | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,044 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $667,080 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $725,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079409 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $725,650 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066561 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,058 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $690,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108661 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $61,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $733,717 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083485 | DistributionYr5Rt |
| Total Distribution | 0.423683 | TotalDistributionRt |
| Average Distribution | 0.084737 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $602,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,044 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,122 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,750 | 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 | $78 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $78 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M JOYCE BRUCE BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7246586633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 MOONEY DRIVE | AddressLine1Txt |
| City | NEW CASTLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT J BRUCE | ||||||||
| 510 SHENANGO STOP ROAD | NEW CASTLE | PA | 16101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| M JOYCE BRUCE BROWN | ||||||||
| 241 MOONEY DRIVE | NEW CASTLE | PA | 16105 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $560,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $611,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $611,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,173 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $602,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable Before Adj | $30,041 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,041 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,041 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,672 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,041 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,860 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,784 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,249 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,966 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,041 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,709 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $151,111 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $24,860 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $126,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,784 | ExcessFromYear4Amt |
| Excess From Year3 | $12,249 | ExcessFromYear3Amt |
| Excess From Year2 | $21,543 | ExcessFromYear2Amt |
| Excess From Year1 | $23,966 | ExcessFromYear1Amt |
| Excess From Current Year | $27,709 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J BRUCE | ContributingManagerNm |
| Contributing Manager | M JOYCE BRUCE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS-BIG SISTERS | ||||||
| 332 HIGHLAND AVE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $100 |
| CHILDRENS HOSPITAL | ||||||
| 3705 FIFTH AVE | PITTSBURGH | PA | 15213 | NONPROFIT | GENERAL PURPOSES | $300 |
| CITY RESCUE MISSION | ||||||
| 319 S CROTON AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| COMPASSIONATE CHRISTIAN COURIERS | ||||||
| 1239 REBECCA STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| CRISIS SHELTER OF LAWRENCE COUNTY | ||||||
| 510 SHENANGO STOP ROAD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| ECONOMICS PA | ||||||
| 123 NORTH MARKET STREET | SELINSGROVE | PA | 17870 | NONPROFIT | GENERAL PURPOSES | $5,000 |
| HOYT INSTITUTE OF FINE ARTS | ||||||
| 124 EAST LEASURE AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | FOR FELLOWSHIP | $1,000 |
| JAMESON HEALTH CARE FOUNDATION | ||||||
| WILMINGTON AVENUE | NEW CASTLE | PA | 16105 | NONPROFIT HOSPITAL | CAPITAL CAMPAIGN | $10,000 |
| LARK ENTERPRISES | ||||||
| 315 GREEN RIDGE DRIVE | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVENUE | BUTLER | PA | 16001 | NONPROFIT | FOR FELLOWSHIP | $6,000 |
| NESHANNOCK FIRE DEPARTMENT | ||||||
| 3135 MERCER RD | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $50 |
| NEW CASTLE CHRISTIAN ACADEMY | ||||||
| 1701 ALBERT ST A | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NEW CASTLE PLAYHOUSE | ||||||
| 202 E LONG AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| NEW CASTLE PUBLIC LIBRARY | ||||||
| 207 E NORTH ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NEW CASTLE YMCA | ||||||
| 20 WEST WASHINGTON STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $11,200 |
| PITTSBURGH FOUNDATION JACK BUTZ HUMANITARIAN SCHOLARSHIP FUND | ||||||
| ONE PPG PLACE 30TH FLOOR | PITTSBURGH | PA | 15222 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $100 |
| SHENANGO COMMUNITY EDUCATION FOUNDATION | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SHENANGO FIRE DEPARTMENT | ||||||
| 2424 E WASHINGTON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $300 |
| THIRD PRESBYTERIAN CHURCH | ||||||
| 1315 EAST WASHINGTON AVENUE | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $9,000 |
| UNITED WAY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,700 |
| WESTMINSTER COLLEGE | ||||||
| MARKET STREET | NEW WILMINGTON | PA | 16142 | COLLEGE | GENERAL PURPOSES | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,766 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,766 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $990 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | OPPENHEIMER & CO INC. | StockNm |
| EOY Book Value | $955,906 | EOYBookValueAmt |
| EOYFMV | $529,084 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $120 | $0 | $0 |
| FOREIGN | $5 | $0 | $0 |
Comments