SEDWICK CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SEDWICK CHARITABLE FOUNDATION (EIN 47-1844352)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201723189349101192
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T12:31:03-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471844352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEDWICK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DRU A SEDWICK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEDW | BusinessNameControlTxt |
| Phone | 7242830925 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ARMSTRONG PLACE | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DRU A SEDWICK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7242830925 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.154.0.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 13:19:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A3965410E8878EC277C52B63B64B9AB52BFC8389 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3965410E8878EC277C52B63B64B9AB52BFC8389 | 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 | $47,247,158 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,151 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,149,132 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,149,132 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$77,607 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,437,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $66,911 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,401 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,401 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,079,077 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,153,533 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $66,911 | TotalAdjNetIncmAmt |
| 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 |
| Taxes Rev And Expnss | $12,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,302 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,302 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,174,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,174,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,202,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,302 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,174,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,122,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,138,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,911 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,287 | CashBOYAmt |
| Cash EOY | $419,569 | CashEOYAmt |
| Cash EOYFMV | $419,569 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,123,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,698,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,698,548 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $38,849,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $37,521,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,176,849 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,200,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $514,503 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $277,191 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $741,912 | OtherAssetsBOYAmt |
| Other Assets EOY | $675,001 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $675,001 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,952,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,829,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,247,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $42,756,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $40,584,555 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$803,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $244,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,952,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,829,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,952,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,829,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,952,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,122,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,829,142 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,829,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FLOWTHROUGH FROM ALJ CAPITAL II LP | P | $3,005 | $3,005 | ||
| FLOWTHROUGH FROM ALJ CAPITAL II LP | P | -$255,081 | -$255,081 | ||
| MID ATLANTIC - PUBLICLY TRADED SECURITIES | P | $30,777 | $30,777 | $951,799 | $921,022 |
| MID ATLANTIC - PUBLICLY TRADED SECURITIES | P | $107,365 | $107,365 | $11,449,113 | $11,341,748 |
| CAPITAL GAINS DIVIDENDS | P | $36,327 | $36,327 | $36,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$77,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,816,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $42,848,731 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042393 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $877,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,752,556 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021010 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,094,051 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,408,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059140 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,663,308 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,557,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052707 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,596,394 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,668,056 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057698 | DistributionYr5Rt |
| Total Distribution | 0.232948 | TotalDistributionRt |
| Average Distribution | 0.046590 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,165,055 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,104,240 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,382 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,115,622 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,174,645 | 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 | $11,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,370 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,370 | TotalPaymentsAndCreditsAmt |
| Overpayment | $988 | OverpaymentAmt |
| Applied To ES Tax | $988 | 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 | DRU A SEDWICK DIRECTOR | IndividualWithBooksNm |
| Phone | 7242830925 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ARMSTRONG PLACE | AddressLine1Txt |
| City | BUTLER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16001 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAY L SEDWICK | ||||||||
| 443 BELMONT ROAD | BUTLER | PA | 16001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DRU A SEDWICK | ||||||||
| 106 HERITAGE LANE | BUTLER | PA | 16001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUD D STEWART | ||||||||
| 509 NORTH MCKEAN STREET | BUTLER | PA | 16001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CYD K JOHNSTON | ||||||||
| 108 HERITAGE LANE | BUTLER | PA | 16001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAY L SEDWICK JR | ||||||||
| 821 PENNSYLVANIA AVENUE | KENNEDALE | TX | 76060 | DIRECTOR | 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 | $44,226,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,626,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,852,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,852,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $687,793 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,165,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,258,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,258,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,382 | TotalTaxAmt |
| Distributable Before Adj | $2,246,871 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $66,911 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,313,782 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,313,782 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,174,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,174,645 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,382 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,163,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,313,782 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,174,502 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,174,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,174,502 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143 | 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 | $2,313,639 | 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) |
|---|---|---|
| Contributing Manager | JAY L SEDWICK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GOOD NEWS COMMUNICATIONS INC | ||||||
| 4073 MISSION OAKS BLVD | CAMARILLO | CA | 93012 | PC | ANNUAL FAITH & VALUES AWARDS GALA | $50,000 |
| WORLD LINK MINISTRIES | ||||||
| 1310 NORWOOD DR STE 200 | BEDFORD | TX | 76022 | PC | GENERAL SUPPORT | $52,500 |
| FREE THINK U FOUNDATION | ||||||
| 13 MAGNALIA FOREST | STOKESDALE | NC | 27357 | PC | GENERAL SUPPORT | $12,000 |
| GPA MINISTRIES INC | ||||||
| 3300 INTERSTATE 20 WEST | ARLINGTON | TX | 76017 | PC | BUILDING PROJECT | $133,000 |
| SPECIALTY OUTREACH SERVICES INC | ||||||
| 301 FIRST STREET | BUTLER | PA | 16001 | PC | GENERAL SUPPORT | $25,000 |
| SAT-7 NORTH AMERICA | ||||||
| PO BOX 2770 | EASTON | MD | 21601 | PC | GENERAL SUPPORT | $100,000 |
| THE SALVATION ARMY | ||||||
| 700 N BELL AVE | CARNEGIE | PA | 15106 | PC | BUTLER FEEDING FAMILIES PROGRAM | $25,000 |
| NEW LIFE CHRISTIAN MINISTRIES INC | ||||||
| 139 KNOCH ROAD | SAXONBURG | PA | 16056 | PC | BUILDING PROJECT | $100,000 |
| THE LEADERSHIP INSTITUTE | ||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $100,000 |
| FREE THINK U FOUNDATION | ||||||
| 13 MAGNALIA FOREST | STOKESDALE | NC | 27357 | PC | WINTER STUDENT SCHOLARS PROGRAM AND SUMMER STUDENT SCHOLAR-INTERN PROGRAM | $18,500 |
| FOOD FOR THE HUNGRY INC | ||||||
| 1224 E WASHINGTON STREET | PHOENIX | AZ | 85034 | PC | GENERAL SUPPORT | $30,000 |
| CRU (CAMPUS CRUSADE FOR CHRIST) | ||||||
| 2001 W PLANO PKWY 2700 | PLANO | TX | 75075 | PC | FACULTY COMMONS PROGRAM | $66,000 |
| ALLIANCE DEFENDING FREEDOM | ||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PC | ADF RELIGIOUS FREEDOM SUMMIT | $50,000 |
| AMERICAN BIBLE SOCIETY | ||||||
| 101 N INDEPENDENCE MALL BLVD E | PHILADELPHIA | PA | 19106 | PC | TRAUMA HEALING PROGRAM IN SYRIA | $60,000 |
| AMERICAN POLICY ROUNDTABLE | ||||||
| 11288 ALAMEDA DRIVE | STRONGSVILLE | OH | 44149 | PC | PUBLIC SQUARE RADIO NETWORK | $30,000 |
| CHRIST FOR ALL PEOPLES INC | ||||||
| 5712 STOCKBRIDGE DR STE C | MONROE | NC | 28110 | PC | GENERAL SUPPORT | $75,000 |
| ELLEN O'BRIEN GAISER ADDICTION CENTER INC | ||||||
| 165 OLD PLANK ROAD | BUTLER | PA | 16003 | PC | BUILDING PROJECT | $30,000 |
| LIFE CHOICES INC | ||||||
| 15A FRANKLIN VILLAGE MALL | KITTANNING | PA | 16201 | PC | PRISON EDUCATION PROGRAM | $25,000 |
| MISSION AVIATION FELLOWSHIP | ||||||
| 112 NORTH PILATUS LANE | NAMPA | ID | 83687 | PC | GENERAL SUPPORT | $80,000 |
| PENNSYLANIA FAMILY INSTITUTE | ||||||
| 23 NORTH FRONT STREET | HARRISBURG | PA | 17101 | PC | ILC RELIGIOUS FREEDOM INITIATIVE, WE CHOOSE LIFE & CITY ON THE HILL PROGRAMS | $100,000 |
| PINE VALLEY BIBLE CONFERENCE | ||||||
| 504 CHAPEL DRIVE | ELLWOOD CITY | PA | 16117 | PC | GENERAL SUPPORT | $60,000 |
| THE CHRISTIAN & MISSIONARY ALLIANCE | ||||||
| 8595 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | PC | ALLIANCE ACADEMY IN JORDAN | $100,000 |
| THE LIGHTHOUSE FOUNDATION | ||||||
| 1302 E CRUIKSHANK ROAD | BUTLER | PA | 16002 | PC | TRANSITIONAL HOUSING PROGRAMS | $60,000 |
| FREE THINK U FOUNDATION | ||||||
| 420 HILTON ROAD STE 100 | STOKESDALE | NC | 27357 | PC | AMY CARMICHAEL MISSIONS SCHOLARSHIP PROGRAM | $8,400 |
| ELLEN O'BRIEN GAISER ADDICTION CENTER INC | ||||||
| 165 OLD PLANK ROAD | BUTLER | PA | 16003 | PC | BUILDING PROJECT | $20,000 |
| LIFE CHOICES INC | ||||||
| 15A FRANKLIN VILLAGE MALL | KITTANNING | PA | 16201 | PC | MATERNITY HOME PROJECT | $40,795 |
| NORTH STREET CHRISTIAN CHURCH | ||||||
| 232 W NORTH STREET | BUTLER | PA | 16001 | PC | LIGHT OF LIFE COMMUNITY OUTREACH | $15,000 |
| PATHFINDER FARMS | ||||||
| 846 COUNTRY ROAD 30A | ASHLAND | OH | 44805 | PC | GENERAL SUPPORT | $10,000 |
| PENN CHRISTIAN ACADEMY | ||||||
| 199 W AIRPORT ROAD | BUTLER | PA | 16002 | PC | BUILDING IMPROVEMENT PROJECT | $30,000 |
| PINE VALLEY BIBLE CONFERENCE | ||||||
| 504 CHAPEL DRIVE | ELLWOOD CITY | PA | 16117 | PC | BUILDING PROJECT | $50,000 |
| PIONEERS INC | ||||||
| 10123 WILLIAM CAREY DRIVE | ORLANDO | FL | 32832 | PC | ARAB WORLD MEDIA PROJECT | $100,000 |
| THE SALVATION ARMY | ||||||
| 700 N BELL AVE | CARNEGIE | PA | 15106 | PC | VAN & AIR CONDITIONER UNITS FOR BUTLER | $29,500 |
| THE LIGHTHOUSE FOUNDATION | ||||||
| 1302 E CRUIKSHANK ROAD | BUTLER | PA | 16002 | PC | RELOCATION OF FOOD BANK | $100,000 |
| GPA MINISTRIES INC | ||||||
| 3300 INTERSTATE 20 WEST | ARLINGTON | TX | 76017 | PC | BUILDING PROJECT | $133,000 |
| ALLIANCE DEFENDING FREEDOM | ||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN BIBLE SOCIETY | ||||||
| 101 N INDEPENDENCE MALL BLVD E | PHILADELPHIA | PA | 19106 | PC | GENERAL SUPPORT | $30,000 |
| CHRIST FOR ALL PEOPLES INC | ||||||
| 5712 STOCKBRIDGE DR STE C | MONROE | NC | 28110 | PC | GENERAL SUPPORT | $37,500 |
| CRU (CAMPUS CRUSADE FOR CHRIST) | ||||||
| 2001 W PLANO PKWY 2700 | PLANO | TX | 75075 | PC | FACULTY COMMONS PROGRAM | $33,000 |
| FREE THINK U FOUNDATION | ||||||
| 420 HILTON ROAD STE 100 | STOKESDALE | NC | 27357 | PC | GENERAL SUPPORT | $19,450 |
| MISSION AVIATION FELLOWSHIP | ||||||
| 112 NORTH PILATUS LANE | NAMPA | ID | 83687 | PC | GENERAL SUPPORT | $40,000 |
| PENN CHRISTIAN ACADEMY | ||||||
| 199 W AIRPORT ROAD | BUTLER | PA | 16002 | PC | GENERAL SUPPORT | $25,000 |
| SPECIALTY OUTREACH SERVICES INC | ||||||
| 301 FIRST STREET | BUTLER | PA | 16001 | PC | GENERAL SUPPORT | $21,000 |
| YOUNG LIFE - NORTHERN BUTLER COUNTY | ||||||
| PO BOX 4 | BUTLER | PA | 16003 | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,174,645 | 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 | $1,149,132 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,401 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$77,607 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,075,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,075,926 | 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 | MID ATLANTIC INVESTMENTS | StockNm |
| EOY Book Value | $37,521,521 | EOYBookValueAmt |
| EOYFMV | $44,176,849 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALJ CAPITAL II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $514,503 | BookValueAmt |
| EOYFMV | $277,191 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT - COMMUNITY ALLIANCE CHURCH | Desc |
| BOY Book Value | $741,912 | BOYBookValueAmt |
| EOY Book Value | $675,001 | EOYBookValueAmt |
| EOYFMV | $675,001 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $59 | $59 | $0 |
| FLOWTHROUGH FROM PARTNERSHIPS | $15,243 | $15,243 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ALJ CAPITAL II LP | $4,400 | $4,400 | $4,400 |
| NUSTAR ENERGY LP | $1 | $1 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $12,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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