BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349101009
- Schema version
- 2024v5.2
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:22:03-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 7246589866 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON J MCFADDEN | PreparerPersonNm |
| PTIN | P01612082 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,634,776 | 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 | $68,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,621 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $945,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,621 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $245,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,981 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $42 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,604 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,604 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,774 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,939 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,771 | CashBOYAmt |
| Cash EOY | $37,039 | CashEOYAmt |
| Cash EOYFMV | $37,039 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,750 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,750 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,857,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,945,111 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,595,987 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,913,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,983,900 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,634,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $2,913,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,983,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,913,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,983,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,913,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,983,900 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,913,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,983,900 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,983,900 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHS ALBEMARLE CORP | P | 2024-07-23 | 2024-11-25 | $21,729 | $18,582 | $3,147 | $3,147 |
| 100 SHS ALPHABET INC | P | 2023-11-28 | 2024-10-25 | $16,249 | $13,838 | $2,411 | $2,411 |
| 100 SHS AMGEN INC | P | 2023-11-28 | 2024-06-27 | $30,831 | $26,881 | $3,950 | $3,950 |
| 200 SHS BLACKSTONE INC | P | 2023-11-30 | 2024-05-30 | $23,304 | $22,795 | $509 | $509 |
| 1,000 SHS CLEVELAND-CLIFFS INC | P | 2023-08-24 | 2024-05-31 | $16,774 | $15,054 | $1,720 | $1,720 |
| 300 SHS COCA COLA CO | P | 2023-09-27 | 2024-04-29 | $18,388 | $17,142 | $1,246 | $1,246 |
| 200 SHS DOLLAR GEN CORP | P | 2024-02-28 | 2024-09-26 | $17,058 | $28,988 | -$11,930 | -$11,930 |
| 200 SHS DOLLAR GEN CORP | P | 2024-03-25 | 2024-09-26 | $17,058 | $30,702 | -$13,644 | -$13,644 |
| 500 SHS EDWARDS LIFESCIENCES CORP | P | 2023-09-27 | 2024-09-26 | $32,361 | $35,958 | -$3,597 | -$3,597 |
| 300 SHS EDWARDS LIFESCIENCES CORP | P | 2023-10-27 | 2024-09-26 | $19,416 | $18,752 | $664 | $664 |
| 100 SHS FIVE BELOW INC | P | 2023-05-30 | 2024-02-26 | $19,555 | $17,511 | $2,044 | $2,044 |
| 100 SHS FIVE BELOW INC | P | 2023-06-22 | 2024-02-26 | $19,555 | $19,790 | -$235 | -$235 |
| 200 SHS FIVE BELOW INC | P | 2023-08-23 | 2024-02-26 | $39,111 | $37,441 | $1,670 | $1,670 |
| 100 SHS FIVE BELOW INC | P | 2023-09-29 | 2024-02-26 | $19,555 | $16,351 | $3,204 | $3,204 |
| 1,500 SHS GEO GROUP INC | P | 2024-05-29 | 2024-07-23 | $24,073 | $21,042 | $3,031 | $3,031 |
| 50 SHS GE VERNOVA INC | P | 2024-03-28 | 2024-04-25 | $7,111 | $7,330 | -$219 | -$219 |
| 100 SHS MICROSOFT CORP | P | 2023-11-29 | 2024-10-25 | $42,497 | $38,404 | $4,093 | $4,093 |
| 1,000 SHS REV GROUP INC | P | 2024-05-30 | 2024-11-25 | $31,767 | $26,738 | $5,029 | $5,029 |
| 0 SHS SMITH MICRO SOFTWARE INC | P | 2024-04-15 | 2024-04-15 | $1 | $1 | $1 | |
| 2,000 SHS EURONAV NV | P | 2023-07-17 | 2024-04-03 | $35,720 | $30,892 | $4,828 | $4,828 |
| 1,000 SHS EURONAV NV | P | 2023-09-26 | 2024-04-03 | $17,860 | $17,800 | $60 | $60 |
| 400 SHS SCORPIO TANKERS INC | P | 2024-03-25 | 2024-12-20 | $18,934 | $29,207 | -$10,273 | -$10,273 |
| 300 SHS ACADEMY SPORTS & OUTDOORS INC | P | 2021-06-28 | 2024-03-25 | $19,095 | $12,515 | $6,580 | $6,580 |
| 200 SHS ACADEMY SPORTS & OUTDOORS INC | P | 2021-01-25 | 2024-04-25 | $11,724 | $4,851 | $6,873 | $6,873 |
| 500 SHS ACADEMY SPORTS & OUTDOORS INC | P | 2021-02-23 | 2024-04-25 | $29,310 | $12,355 | $16,955 | $16,955 |
| 100 SHS APPLIED MATLS INC | P | 2023-03-24 | 2024-06-25 | $23,034 | $12,184 | $10,850 | $10,850 |
| 100 SHS APPLIED MATLS INC | P | 2023-03-24 | 2024-12-20 | $16,127 | $12,184 | $3,943 | $3,943 |
| 200 SHS APPLIED MATLS INC | P | 2023-08-24 | 2024-12-20 | $32,254 | $29,392 | $2,862 | $2,862 |
| 300 SHS BJS WHSL CLUB HLDGS INC | P | 2022-02-28 | 2024-07-23 | $27,062 | $18,752 | $8,310 | $8,310 |
| 100 SHS CHENIERE ENERGY INC | P | 2022-08-26 | 2024-06-25 | $16,609 | $17,106 | -$497 | -$497 |
| 100 SHS CHENIERE ENERGY INC | P | 2022-11-30 | 2024-06-25 | $16,609 | $17,754 | -$1,145 | -$1,145 |
| 1,000 SHS CLEVELAND-CLIFFS INC | P | 2022-07-27 | 2024-05-31 | $16,774 | $17,010 | -$236 | -$236 |
| 300 SHS COCA COLA CO | P | 2022-09-28 | 2024-04-29 | $18,388 | $17,081 | $1,307 | $1,307 |
| 200 SHS COCA COLA CO | P | 2022-11-29 | 2024-04-29 | $12,259 | $12,715 | -$456 | -$456 |
| 100 SHS COINBASE GLOBAL INC | P | 2021-05-21 | 2024-03-25 | $27,923 | $22,818 | $5,105 | $5,105 |
| 100 SHS COINBASE GLOBAL INC | P | 2022-02-28 | 2024-03-25 | $27,923 | $19,030 | $8,893 | $8,893 |
| 1,000 SHS NVIDIA CORPORATION | P | 2021-07-27 | 2024-08-28 | $124,973 | $19,476 | $105,497 | $105,497 |
| 300 SHS SCORPIO TANKERS INC | P | 2022-12-27 | 2024-08-26 | $21,040 | $16,473 | $4,567 | $4,567 |
| 300 SHS SCORPIO TANKERS INC | P | 2023-08-25 | 2024-12-20 | $14,201 | $15,257 | -$1,056 | -$1,056 |
| 0 SHS EURONAV NV | P | 2024-11-01 | 2024-11-01 | $1,560 | $1,560 | $1,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,621 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,419 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,419 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $418 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $418 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $3,004 | 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 | 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 | M JOYCE BRUCE BROWN | IndividualWithBooksNm |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | $3,442,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,486,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,486,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,434,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,419 | TotalTaxAmt |
| Distributable Before Adj | $168,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,604 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $174,604 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,898 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $18,578 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,604 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,294 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,872 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,872 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,680 | ExcessFromYear4Amt |
| Excess From Year2 | $12,898 | ExcessFromYear2Amt |
| Excess From Current Year | $6,294 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARISE | ||||||
| 1218 W STATE STREET | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,000 |
| BOY SCOUTS OF AMERICA THE MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVE EXT | BUTLER | PA | 16001 | PC | GENERAL SUPPORT | $12,000 |
| BUTZ SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 5194 | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $50,000 |
| CATHEDRAL FOUNDATION | ||||||
| 110 EAST LINCOLN AVE | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,000 |
| CITY RESCUE MISSION | ||||||
| 319 S CROTON AVENUE | NEW CASTLE | PA | 16103 | PC | GENERAL SUPPORT | $1,000 |
| COMPASSIONATE CHRISTIAN COURIERS FUND | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | PC | GENERAL SUPPORT | $1,000 |
| CRAY YOUTH AND FAMILY SERVICES | ||||||
| 214 E WASHINGTON ST | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,500 |
| ARTS & EDUCATION AT THE HOYT | ||||||
| 124 E LEISURE AVE | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,000 |
| LARK ENTERPRISES | ||||||
| 315 GREEN RIDGE DRIVE | NEW CASTLE | PA | 16105 | PC | GENERAL SUPPORT | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON STREET PO BOX 1745 | NEW CASTLE | PA | 16103 | PC | GENERAL SUPPORT | $500 |
| MEALS ON WHEELS OF NEW CASTLE | ||||||
| PO BOX 5122 | NEW CASTLE | PA | 16105 | PC | GENERAL SUPPORT | $1,000 |
| NESHANNOCK TOWNSHIP VOLUNTEER FIRE COMPANY | ||||||
| 3135 MERCER RD | NESHANNOCK | PA | 16105 | PC | GENERAL SUPPORT | $100 |
| NEW CASTLE PLAYHOUSE | ||||||
| 212 EAST LONG AVENUE | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $500 |
| NEW CASTLE PUBLIC LIBRARY | ||||||
| 207 EAST NORTH STREET | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,000 |
| NEW CASTLE YMCA | ||||||
| 20 WEST WASHINGTON STREET | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $6,200 |
| NORTHMINSTER PRESBYTERIAN CHURCH | ||||||
| 2434 WILMINGTON ROAD | NEW CASTLE | PA | 16105 | PC | GENERAL SUPPORT | $65,000 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $500 |
| SHENANGO COMMUNITY EDUCATION FOUNDATION | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,000 |
| SHENANGO VOLUNTEER FIRE DEPARTMENT | ||||||
| 4010 HOLLOW RD | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $300 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| 1645 W 8TH ST | ERIE | PA | 16505 | PC | GENERAL SUPPORT | $500 |
| UNITED WAY OF LAWRENCE COUNTY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | PC | GENERAL SUPPORT | $1,700 |
| UPMC CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | PC | GENERAL SUPPORT | $1,000 |
| WESTMINSTER COLLEGE | ||||||
| 319 SOUTH MARKET STREET | NEW WILMINGTON | PA | 16142 | PC | GENERAL SUPPORT | $4,000 |
| RENOVA MUSIC FESTIVAL | ||||||
| PO BOX 61 | NEW CASTLE | PA | 16103 | PC | GENERAL SUPPORT | $500 |
| LCF FILLING IN THE GAPS FUND | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | PC | GENERAL SUPPORT | $1,000 |
| DISABLED AMERICAN VETERANS | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | PC | GENERAL SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT INC | ||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | PC | GENERAL SUPPORT | $1,000 |
| SHENANGO AREA SCHOOL DISTRICT | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | GOV | GENERAL SUPPORT | $17,304 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,604 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,621 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $245,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $245,981 | 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 | $1,000 | 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 | $2,945,111 | EOYBookValueAmt |
| EOYFMV | $3,595,987 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $128 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $42 | Amt |
| Net Investment Income | $42 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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