THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349101610
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:51:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251685380 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATANESE GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE STREET | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 159052737 | 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 | 256448419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMONS FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O FNB WEALTH MANAGEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8145362110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 MAIN STREET NO 7 | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 159012011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI HARRIGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8145362110 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER SHRIFT | PreparerPersonNm |
| PTIN | P00447832 | PTIN |
| Phone | 8142558400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.255.7.61 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 10:47:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21D707FCB4FA6D37CB482B3A7FD2C0D6F6C5A403 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21D707FCB4FA6D37CB482B3A7FD2C0D6F6C5A403 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $1,845,369 | 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 | $6,855 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,855 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $235,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,162 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,514 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,478 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,478 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $393 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,917 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,917 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,474 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,474 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,750 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,294,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,284,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,564,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $252,400 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $251,722 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $249,847 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,643,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,567,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,845,369 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $102,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $102,389 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,540,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,465,512 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,643,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,567,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,643,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,567,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,643,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,567,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,567,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMMONS FAMILY FIRST NATIONAL ACCOUNT | P | 2015-01-01 | 2016-12-31 | $233,536 | $232,887 | $649 | $649 |
| CAPITAL GAINS DIVIDENDS | P | $1,513 | $1,513 | $1,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,162 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,926,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050733 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,483 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,987,160 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049560 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,005,293 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046296 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,875,377 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,263 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,859,642 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046925 | DistributionYr5Rt |
| Total Distribution | 0.242415 | TotalDistributionRt |
| Average Distribution | 0.048483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,838,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,132 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,362 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,917 | 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 | $230 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $230 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $892 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $892 | TotalPaymentsAndCreditsAmt |
| Overpayment | $662 | OverpaymentAmt |
| Applied To ES Tax | $662 | 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 | PETER SHRIFT CPA | IndividualWithBooksNm |
| Phone | 8142558400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE ST | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK TRUST CO | ||||||||
| 111 WEST HIGH ST | EBENSBURG | PA | 15931 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK E THOMAS | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WENDELL H ROUTCH | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM HOLTZ SR | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | $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 | $1,793,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,866,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,866,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,996 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,838,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230 | TotalTaxAmt |
| Distributable Before Adj | $91,691 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,691 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,691 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,917 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $230 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,687 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,691 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,917 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,917 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $91,691 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HASTINGS AREA FIRE COMPANY | ||||||
| PO BOX 427 | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,275 |
| HASTINGS AREA PUBLIC LIBRARY | ||||||
| 312 BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,275 |
| HASTINGS BOROUGH | ||||||
| 207 5TH AVENUE | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $28,542 |
| HASTINGS UM CHURCH UNION CEMETERY ANNUAL CHARITABLE DISTRIBUTION | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $1,000 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED;LISTTOTAL 9927;LISTTOTAL 9959 | $9,275 |
| UNIVERSITY OF PITTSBURGH - SCHOLARSHIP AWARD - KYLIE MILLER | ||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| MARYWOOD UNIVERSITY FBO ZACHARY LOWE | ||||||
| 2300 ADAMS AVENUE | SCRANTON | PA | 18509 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| PATTON UNITED PRESBYTERIAN CHURCH | ||||||
| 403 MAGEE AVENUE | PATTON | PA | 16668 | EXEMPT | UNRESTRICTED | $9,275 |
| SAINT FRANICS - SCHOLARSHIP AWARD - ALLISON ANNA | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| UNIVERSITY OF PITTSBURGH - SCHOLARSHIP AWARD - MICHAELA SCHREYER | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| SAINT FRANCIS - SCHOALRSHIP AWARD - EMILY MILLER | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| SAINT FRANCIS UNIVERSITY SCHOLARSHIP AWARD-MARY HOLTZ | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| PENN HIGHLANDS - SCHOLARSHIP AWARD - ZANE MCELHENNY | ||||||
| 101 COMMUNITY COLLEGE WAY | JOHNSTOWN | PA | 15904 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| ST BERNARDS CATHOLIC CHURCH | ||||||
| BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,275 |
| UNIVERSITY OF PITTSBURGH SCHOLARSHIP AWARD- ALEX KOPERA | ||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| UNIVERSITY OF PITTSBURGH SCHOLARSHIP AWARD- KARA MILLER | ||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| SALVATION ARMY - RED KETTLE FUND | ||||||
| 576 VINE STREET | JOHNSTOWN | PA | 15901 | EXEMPT | UNRESTRICTED | $10,000 |
| SLIPPERY ROCK UNIVERSITY - JANELLE TUBO | ||||||
| 1 MORROW WAY | SLIPPERY ROCK | PA | 16057 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,917 | 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 | $6,855 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,497 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,514 | 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 | CategoryTxt |
| Amt | $1,995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $251,722 | EOYBookValueAmt |
| EOYFMV | $249,847 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $15,672 | $22,004 |
| MUTUAL FUNDS - FIXED | $636,124 | $623,094 |
| MUTUAL FUNDS - EQUITY | $632,909 | $918,950 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $393 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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