IRA R WOOD AND FRANCES WOOD CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- IRA R WOOD AND FRANCES WOOD CHARITABLE TR (EIN 25-6897871)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101153
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T09:14:00-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 380425840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK HILL PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 14TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256897871 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA R WOOD AND FRANCES WOOD CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAR | BusinessNameControlTxt |
| Phone | 4123947711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST NO 14TH F | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA A MERCER TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4123947780 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER C STUMPF | PreparerPersonNm |
| PTIN | P01606172 | PTIN |
| Phone | 4123947711 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,647,929 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $191,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,305 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $191,305 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,307 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,307 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $312,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $312,643 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $191,336 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,843 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,214 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,629 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,253 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,972 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,281 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $32,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,014 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,515 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $329,111 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $191,336 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,480 | CashBOYAmt |
| Cash EOY | $1,992 | CashEOYAmt |
| Cash EOYFMV | $1,992 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $246,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,953 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,127,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,169,326 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,297,469 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $119,515 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,515 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,515 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,517,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,519,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,647,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,517,148 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,519,786 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,517,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,519,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,517,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,519,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,517,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,468 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19,106 | OtherIncreasesAmt |
| Subtotal | $8,519,786 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,519,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NICHOLAS EQ INC FD INC COM, (11,413.221 SHS) | 2013-12-31 | 2015-10-22 | $219,248 | $178,495 | $40,753 | $40,753 | |
| CAPITAL GAINS DIVIDENDS | $80,554 | $80,554 | $80,554 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,307 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $297,395 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,190,474 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032359 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $369,258 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,209,215 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044981 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $348,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,955,021 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050163 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $567,534 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,065,441 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.080325 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $143,418 | AdjustedQlfyDistriYr5Amt |
| Total Distribution | 0.207828 | TotalDistributionRt |
| Average Distribution | 0.041566 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,980,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $373,302 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $375,681 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $254,396 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,759 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $4,871 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,871 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4123947711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 14TH FLR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SARA A MERCER | ||||||||
| 216 MERIDAN STREET | PITTSBURGH | PA | 15211 | TRUSTEE | 2.50 | $22,921 | $0 | $0 |
| MICHAEL J HUSARIK | ||||||||
| 214 MESA DRIVE | FREEPORT | PA | 16229 | TRUSTEE | 2.50 | $22,921 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,660,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $337,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,515 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,117,717 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,117,717 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,766 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,980,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,048 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,048 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,759 | TotalTaxAmt |
| Distributable Before Adj | $444,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $444,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $444,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,396 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $254,396 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $444,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,766 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $191,766 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,630 | 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 | $381,659 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABUNDANT JOY FELLOWSHIP | |||||||
| 411 EAST FIRST AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED FOR THE CLOSING PROGRAM OF THE WEEK LONG VACATION BIBLE SCHOOL. | $3,000 |
| ALLEGHENY VALLEY ASSOCIATION OF CHURCHES | |||||||
| 1913 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED FOR THE PURCHASE OF A SNOW BLOWER, A NEW OVEN, MATTRESSES, AND A VACUUM CLEANER | $4,000 |
| ALLEGHENY VALLEY BAPTIST CHURCH | |||||||
| 2855 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARD REPLACEMENT OF THE BACK DOOR AND KITCHEN REPAIRS | $5,000 |
| ANIMAL PROTECTORS OF ALLEGHENY VALLEY | |||||||
| 533 LINDEN AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO HELP DEFRAY COSTS OF TRAP/NEUTER/RETURN PROGRAM | $5,500 |
| BAIRDFORD UNITED METHODIST CHURCH | |||||||
| P O BOX 94 | BAIRDFORD | PA | 15006 | CHARITY | EXEMPT | TO BE USED TOWARD LIGHTING AND RAMP REPAIRS | $2,500 |
| BETHEL UNITED METHODIST CHURCH | |||||||
| 150 ADLER STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT OF COMPUTERS | $2,500 |
| BETHESDA EVANGELICAL LUTHERAN CHURCH | |||||||
| 3084 LEECHBURG ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TOWARD THE INSTALLATION OF A NEW HEATING AND COOLING SYSTEM | $10,000 |
| BURTNER HOUSE | |||||||
| PO BOX 292 | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARD MAKING REPAIRS TO THE PORCH ROOF, SHED DOORS, AND OUTDOOR STAIRS. | $7,500 |
| CABOT UNITED METHODIST CHURCH | |||||||
| 707 WINFIELD ROAD | CABOT | PA | 16023 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE PURCHASE OF NEW PLAYGROUND EQUIPMENT | $3,000 |
| CALVARY BAPTIST CHURCH | |||||||
| 1207 PACIFIC AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE CONTINUATION OF THE WORK ON THE LIGHTING SYSTEM | $3,000 |
| CENTRAL PRESBYTERIAN CHURCH | |||||||
| 305 ALLEGHENY STREET | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED FOR THE CONTINUATION OF THE RESTORATION OF STAINED GLASS WINDOWS | $5,000 |
| CHRIST COMMUNITY FELLOWSHIP | |||||||
| 160 SINGLETON ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARD MAKING REPAIRS TO THE HVAC SYSTEM | $4,000 |
| CHRIST IS THE ANSWER | |||||||
| 450 WESTMINSTER ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARD THE COST OF REPLACING THE DETERIORATING PIPE ACROSS THE ENTRANCE OF THE RETREAT CENTER | $3,625 |
| CHRIST OUR HOPE ANGLICAN CHURCH | |||||||
| 926 PAINTER AVENUE | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TOWARD THE REPAIR OF THE DRIVEWAY ROOF AND PARKING LOT AND INSTALLATION OF A CHAIR LIFT | $5,000 |
| COMMUNITY LIBRARY OF ALLEGHENY VALLEY | |||||||
| 1522 BROADVIEW BOULEVARD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH EXPANSION OF THE "MAKESPACE" PROGRAM | $5,000 |
| DEER CREEK UNITED PRESBYTERIAN CHURCH | |||||||
| 33 BAIRDFORD ROAD | GIBSONIA | PA | 15044 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE RESTORATION OF TWO CIVIL WAR ERA STAINED GLASS WINDOWS | $4,000 |
| EAST UNION PRESBYTERIAN CHURCH | |||||||
| 292 EAST UNION ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | TO BE USED TO REFURBISH THE COMMUNITY FOOD BANK | $4,504 |
| EVANGEL HEIGHTS ASSEMBLY OF GOD | |||||||
| 120 BEALE ROAD | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TOWARD THE PURCHASE OF A NEW COMPUTER SYSTEM AND REPAIR OF THE FREEZER/REFRIGERATION UNIT | $8,000 |
| FIRST BAPTIST CHURCH OF TARENTUM | |||||||
| 410 THIRD AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TOWARD THE PAINTING PROJECT | $3,350 |
| FIRST EVANGELICAL LUTHERAN CHURCH | |||||||
| 221 RIDGE AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TOWARD REPLACING THE CARPET IN THE CHURCH | $1,000 |
| FIRST UNITED PRESBYTERIAN CHURCH | |||||||
| PO BOX 2 | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE WINDOW REPLACEMENT IN VARIOUS AREAS OF THE CHURCH | $1,400 |
| FREEPORT UNITED METHODIST CHURCH | |||||||
| 211 FOURTH STREET | FREEPORT | PA | 16229 | CHARITY | EXEMPT | TO BE USED TOWARD THE BOILER PROJECT | $3,849 |
| GRACE COMMUNITY PRESBYTERIAN CHURCH | |||||||
| 2751 GRANT STREET | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REMODELING OF TWO BATHROOMS TO ADA STANDARDS | $750 |
| GRACE UNITED METHODIST CHURCH | |||||||
| 1333 FREEPORT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT OF CHURCH OFFICE WINDOWS | $1,524 |
| HIGHLAND AREA MEALS ON WHEELS | |||||||
| PO BOX 395 | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO MEET EXPENSES | $7,500 |
| HOLY MARTYRS PARISH | |||||||
| 353 WEST NINTH AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE MAINTENANCE OF CEMETERIES WHICH DATE BACK TO THE CIVIL WAR ERA | $2,000 |
| HOWARD INTERNATIONAL MINISTRIES | |||||||
| 930 MERWIN ROAD | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO PURCHASE FOOD AND ASSIST WITH THE OPERATING COSTS ASSOCIATED WITH PROVIDING MINISTRIES TO THE HOMELESS | $7,500 |
| JANES UNITED METHODIST CHURCH | |||||||
| 947 FREEPORT ROAD | CREIGHTON | PA | 15030 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT OF FLOOR COVERINGS IN THE CHURCH SOCIAL ROOM AND THE BATHROON | $2,500 |
| LITTLE SISTERS OF THE POOR OF PA | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE PURCHASE OF A NEW HOYER LIFT AND SLING | $2,500 |
| LOGAN'S FERRY PRESBYTERIAN CHURCH | |||||||
| 750 CHURCH STREET | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE ADA UPGRADE AND REMODEL OF THE RESTROOM | $5,000 |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||
| 401 SOUTH MAIN STREET | ZELIENOPLE | PA | 16063 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH PURCHASE OF FOUR TELIKIN ELITE II COMPUTERS FOR THE 4 LIFE PROGRAM | $4,000 |
| MANCHESTER YOUTH DEVELOPMENT CENTER | |||||||
| 1214 LIVERPOOL STREET | PITTSBURGH | PA | 15233 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE 2015-2016 SATURDAY ENRICHMENT PROGRAM | $5,000 |
| MILLERSTOWN UNITED METHODIST CHURCH | |||||||
| 2830 THOMPSON ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT OF CONCRETE STEPS AND BILCO DOORS | $3,225 |
| NATRONA HEIGHTS CHURCH OF THE BRETHREN | |||||||
| 1007 DAVIS STREET | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO PURCHASE AN AED | $1,533 |
| PLEASANT UNITY UNITED PRESBYTERIAN CHURCH | |||||||
| 188 MILLERSTOWN-CULMERVILLE ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TOWARD THE REPAIR OF FLAT ROOFS WITH PITCHED ROOFS | $2,000 |
| SAINTS PETER AND PAUL BYZANTINE CATHOLIC CHURCH | |||||||
| 339 EAST 10TH AVENUE | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH REPAIRS TO THE PARISH ELEVATOR SHAFT | $3,500 |
| ST BARNABAS EPISCOPAL CHURCH | |||||||
| 201 CAMBREL POINT ROAD | NATRONA HEIGHTS | PA | 15065 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE INSTALLATION OF THE HEATING AND COOLING SYSTEM IN THE CHURCH SOCIAL HALL | $5,000 |
| ST JOHN EVANGELICAL LUTHERAN CHURCH | |||||||
| 1160 PARKSIDE DRIVE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | TO BE USED TOWARD THE REPLACEMENT OF THE FEEDWATER SHUTOFF VALVES AND SUPPLY LINES, AND THE PURCHASE AND INSTALLATION OF A WHEELCHAIR RAMP FOR THE CHURCH ENTRYWAY | $2,090 |
| ST MARY OF CZESTOCHOWA CHURCH | |||||||
| 857 KENNETH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH PURCHASE OF A NEW PHOTOCOPIER AND 1 YEAR MAINTENANCE PLAN FOR THE RELIGIOUS CENTER | $1,600 |
| ST PAUL EVANGELICAL LUTHERAN CHURCH | |||||||
| PO BOX 128 | SARVER | PA | 16055 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH INSTALLATION OF THE SOUND SYSTEM IN THE FELLOWSHIP HALL | $3,500 |
| ST VICTOR CHURCH | |||||||
| P O BOX 149 | BAIRDFORD | PA | 15006 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE INSTALLATION OF ADDITIONAL HANDICAP PARKING SPACES ALONG THE PARISH DRIVEWAY | $5,000 |
| THE SALVATION ARMY ALLEGHENY VALLEY | |||||||
| 917 BRACKENRIDGE AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE FOOD ASSISTANCE PROGRAM | $5,000 |
| THE SALVATION ARMY NEW KENSINGTON | |||||||
| 1101 FIFTH AVENUE | NEW KENSINGTON | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO SUPPORT THE ARK OF LEARNING PROGRAM | $5,000 |
| TOUR-ED MINE AND MUSEUM | |||||||
| 748 BULL CREEK ROAD | TARENTUM | PA | 15084 | CHARITY | EXEMPT | TO BE USED TO REPLACE 600 FEET OF TRACK IN THE MINE | $30,000 |
| TRINITY UNITED CHRISTIAN CHURCH | |||||||
| 3400 GARVERS FERRY ROAD | LOWER BURRELL | PA | 15068 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACING AND REVAMPING OF THE HEATING SYSTEM | $10,000 |
| TRINITY UNITED METHODIST CHURCH | |||||||
| 847 TENTH AVENUE | BRACKENRIDGE | PA | 15014 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT OF THE ROOF ON THE BUILDING | $10,000 |
| WALTER CHAPEL UNITED METHODIST CHURCH | |||||||
| 404 CRAWFORD RUN ROAD | CHESWICK | PA | 15024 | CHARITY | EXEMPT | TO BE USED TO ASSIST WITH THE REPLACEMENT/REPAIR OF THE CHIMNEY AND THE HANDICAPPED SIDEWALK/RAMP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,450 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,305 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,307 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $312,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $312,643 | 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 | AMERITRADE | StockNm |
| EOY Book Value | $8,169,326 | EOYBookValueAmt |
| EOYFMV | $8,297,469 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CLARK HILL PLC | CategoryTxt |
| Legal Fees | $17,253 | LegalFeesAmt |
| Net Investment Income | $8,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,281 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STEPPING STONE INDUSTRIAL PARK, INC MORTGAGE | Desc |
| BOY Book Value | $119,515 | BOYBookValueAmt |
| EOY Book Value | $119,515 | EOYBookValueAmt |
| EOYFMV | $119,515 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PNC BANK CHECK PRINTING FEES | Desc |
| Revenue And Expenses Per Books | $36 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $36 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTING ENTRY FOR DIFFERENCE BETWEEN TAX VS BOOK INCOME | Desc |
| Amt | $19,106 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $32,014 | Amt |
| Net Investment Income | $32,014 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| UNITED STATES TREASURY | $6,884 | $6,884 | $0 | $0 |
| FOREIGN TAX ON STOCKS | $1,631 | $1,631 | $0 | $0 |
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