EDWARD V & JESSIE L PETERS CHARIT TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD V & JESSIE L PETERS CHARIT TRUST (EIN 25-6358729)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-27
- IRS object ID
- 201611189349100616
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-27T13:00:51-04:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | 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 | 256358729 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD V & JESSIE L PETERS CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4126676439 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4126676439 | PhoneNum |
| Signature | 2016-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2016-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,620,940 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $160,560 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,560 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,455,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $432 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $143,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,614 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,773 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,386 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,386 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,130 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $395 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $39 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,001 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,001 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $359,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $343,701 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$216,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $174,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,217 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $4,595,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,604,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,979,805 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $719,202 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $560,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $530,918 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,489,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,274,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,620,940 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,489,369 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,274,766 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,489,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,274,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,489,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,274,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,489,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$216,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,922 | OtherIncreasesAmt |
| Subtotal | $5,285,196 | SubtotalAmt |
| Other Decreases | $10,430 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,274,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30057.649 ASTON ANCHOR CAPITAL ENHANCED EQUITY FUN | 2013-09-24 | 2015-12-21 | $263,606 | $277,692 | -$14,086 | -$14,086 | |
| 50000. AMERICAN GENERAL FINANCE 5.4% 12/01/2015 | 2007-05-31 | 2015-12-01 | $50,000 | $50,000 | |||
| 1500. BAXALTA INC | 2013-05-23 | 2015-07-24 | $47,849 | $49,610 | -$1,761 | -$1,761 | |
| 1500. BAXTER INTERNATIONAL INC | 2013-05-23 | 2015-07-24 | $56,448 | $58,216 | -$1,768 | -$1,768 | |
| 480. CALIFORINA RESOURCES CRP | 2007-01-24 | 2015-07-24 | $1,958 | $2,112 | -$154 | -$154 | |
| 4782.159 COHEN AND STEERS INSTITUTIONAL REALTY SH | 2012-09-25 | 2015-07-24 | $219,358 | $217,287 | $2,071 | $2,071 | |
| 765. DOVER CORP. | 2013-09-24 | 2015-07-24 | $48,860 | $57,902 | -$9,042 | -$9,042 | |
| 950. ENERGEN CORP COM | 2007-01-24 | 2015-12-21 | $41,139 | $45,838 | -$4,699 | -$4,699 | |
| 3000. FRANKLIN RES INC | 2006-05-12 | 2015-07-24 | $140,117 | $99,661 | $40,456 | $40,456 | |
| .206 GOOGLE INC CL C | 2008-06-13 | 2015-05-11 | $109 | $59 | $50 | $50 | |
| 15390.407 MAINSTAY MARKETFIELD FUND | 2013-05-23 | 2015-07-24 | $239,321 | $265,930 | -$26,609 | -$26,609 | |
| 8618.324 MERGER FUND - L | 2013-09-24 | 2015-12-21 | $132,377 | $139,008 | -$6,631 | -$6,631 | |
| 100000. PROCTER & GAMBLE CO 3.5% 02/15/2015 | 2009-02-09 | 2015-02-15 | $100,000 | $100,000 | |||
| 249. SPDR GOLD TRUST | 2012-09-25 | 2015-12-21 | $25,674 | $42,596 | -$16,922 | -$16,922 | |
| 800. VIACOM INC CLASS B | 2013-09-24 | 2015-07-24 | $45,234 | $67,080 | -$21,846 | -$21,846 | |
| CAPITAL GAIN DIVIDENDS | $43,347 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $329,179 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,017,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046909 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $313,602 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,784,363 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $312,455 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,322,010 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049423 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $302,667 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,238,589 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $283,986 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,137,468 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046271 | DistributionYr5Rt |
| Total Distribution | 0.237342 | TotalDistributionRt |
| Average Distribution | 0.047468 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,770,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $321,361 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,465 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $322,826 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $343,701 | 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 | $1,465 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,465 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,465 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,512 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,512 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,047 | OverpaymentAmt |
| Applied To ES Tax | $1,468 | AppliedToESTaxAmt |
| Refund | $579 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126676439 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SMITHFIELD STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $26,773 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,726,741 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,873,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,873,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,097 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,770,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,465 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,465 | TotalTaxAmt |
| Distributable Before Adj | $337,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $337,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $337,037 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $343,701 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $343,701 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,465 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $342,236 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $329,962 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $343,701 | QualifyingDistributionsAmt |
| Applied To Year1 | $329,962 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,739 | 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 | $323,298 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN ENGLISH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 SMITHFIELD STREET SUITE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126676439 | RecipientPhoneNum |
| Form And Info And Materials | SEND A LETTER WITH STATEMENT OF PURPOSE FOR WHICH THE FUNDS WILL BE USED AND INCLUDE A COPY OF THEIR IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1ST ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SUGAR VALLEY LODGE | ||||||||
| 323 CAUSEWAY DRIVE | FRANKLIN | PA | 16323 | NONE | PC | FINANCIAL SUPPORT | $55,000 | |
| FRANKLIN CIVIC OPERETTA | ||||||||
| 1223 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | EXEMPT | FINANCIAL SUPPORT | $5,000 | |
| VENANGO COUNTY HUMANE SOCIETY | ||||||||
| 2724 DEEP HOLLOW ROAD | FRANKLIN | PA | 16323 | NONE | EXEMPT | FINANCIAL SUPPORT | $110,000 | |
| HOSANNA INDUSTRIES | ||||||||
| 109 RINARD LANE | ROCHESTER | PA | 15074 | NONE | PC | FINANCIAL SUPPORT | $25,000 | |
| COMMUNITY FOUNDATION OF W PA | ||||||||
| 33 CHESTNUT STREET | SHARON | PA | 16146 | NONE | EXEMPT | FINANCIAL SUPPORT | $3,400 | |
| SUGARCREEK BOROUGH | ||||||||
| 212 FOX STREET | FRANKLIN | PA | 16323 | NONE | GV | TOWARDS PURCHASE OF POLICE | $10,000 | |
| FAMILY SERVICES AND CHILDRENS | ||||||||
| 716 EAST SECOND STREET | OIL CITY | PA | 16301 | NONE | PC | GENERAL SUPPORT | $7,436 | AID SOCIETY |
| AUTISM SPEAKS | ||||||||
| 8035 MCKNIGHT ROAD SUITE 301 | PITTSBURGH | PA | 15237 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CITY OF FRANKLIN PA FINE ARTS | ||||||||
| 430 THIRTEENTH STREET | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $15,000 | COUNCIL |
| RED AND BLACK BOOSTER CLUB | ||||||||
| 246 PONE LANE | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SUGARCREEK CRIME WATCH | ||||||||
| 212 FOX STREET | FRANKLIN | PW | 16323 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| DREAMING OF THREE | ||||||||
| 5700 CORPORATE DR STE 455 | PITTSBURGH | PA | 15237 | NONE | PC | SPONSOR HORSE SHOW | $2,000 | |
| JAIME'S KIDS | ||||||||
| 1243 LIBERTY ST STE 320 | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PRECIOUS PAWS ANIMAL RESCUE | ||||||||
| 133 RIVER RIDGE RD | FRANKLIN | PA | 16323 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| ALLAMAN AMYLOIDOSIS FOUNDATION | ||||||||
| 7937 ROUTE 208 | KNOX | PA | 16232 | NONE | PC | 2015 CHARITABLE | $5,000 | |
| CITY OF OIL CITY | ||||||||
| 21 SENECA ST | OIL CITY | PA | 16301 | NONE | GOV | PROJECTS FOR JAMES NELLES | $10,000 | CITY PLAZA |
| COMMUNITY AMBULANCE SERVICE | ||||||||
| PO BOX 909 | FRANKLIN | PA | 16323 | NONE | PC | CPR & FIRST AID CLASSES FOR | $7,165 | |
| COUNTY OF VENANGO PA | ||||||||
| 1174 ELK ST | FRANKLIN | PA | 16323 | NONE | GOV | 40 HR FOUNDATION AWARENESS | $5,000 | |
| OIL REGION SOCCER ASSOC | ||||||||
| 420 7TH ST | FRANKLIN | PA | 16323 | NONE | PC | FIELD EQUIPMENT AND | $5,000 | |
| RENO VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 149 | RENO | PA | 16343 | NONE | PC | PURCHASE OF ALERT MONITORS | $7,500 | |
| VENANGO CO HISTORICAL SOCIETY | ||||||||
| 301 S PARK ST | FRANKLIN | PA | 16323 | NONE | PC | GRANITE FOR VETERANS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,001 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,560 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $378 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $143,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,398 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE FLOATING-RATE FUND | $212,198 | $194,399 |
| POWERSHARES PREFERRED PORTFOLI | $138,929 | $139,379 |
| SPDR BARCLAYS CONVERTIBLE SECU | $209,066 | $197,140 |
| AMERICAN GENERAL FINANCE 5.4% | ||
| PROCTER & GAMBLE 3.5% 2/15/15 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $78,489 | $89,466 |
| ABBVIE INC | $26,777 | $53,316 |
| ALBERMARLE CORP | $43,907 | $56,010 |
| ALPHABET INC - CL C | $21,452 | $56,916 |
| ALPHABET - CL A | $21,455 | $58,351 |
| ALTRIA GROUP INC | $29,593 | $81,494 |
| AMGEN INC | $72,960 | $73,049 |
| ANALOG DEVICES INC | $58,850 | $55,320 |
| APPLE INC | $106,810 | $105,260 |
| ARTISAN INTERNATIONAL VALUE FU | $277,695 | $233,677 |
| BECTON DICKINSON | $74,294 | $77,045 |
| BLACKROCK INC | $77,306 | $76,617 |
| CVS HEALTH CORPORATION | $34,822 | $192,607 |
| CHESAPEAKE ENERGY CORP W/1 RT/ | $79,652 | $10,350 |
| CHURCH & DWIGHT CO INC W/1 RT/ | $101,856 | $101,856 |
| CISCO SYSTEMS | $114,574 | $138,491 |
| COMCAST CORP CL A | $62,600 | $56,430 |
| CONSTELLATION BRANDS INC CL A | $120,754 | $121,074 |
| DEERE & CO W/1 RT/SH | $57,550 | $122,032 |
| DOW CHEMICAL | $58,115 | $64,350 |
| EATON VAANCE ATLANTA CAPITAL S | $139,008 | $158,516 |
| EMERSON ELECTRIC CO | $80,614 | $58,831 |
| EXPRESS SCRIPTS HOLDING CO | $45,526 | $70,802 |
| EXXON MOBIL CORP | $17,063 | $116,925 |
| FORD MOTOR CO | $55,510 | $56,360 |
| GILEAD SCIENCES INC | $39,579 | $202,380 |
| HONDA MOTOR CO. LTD ADR NEW | $60,744 | $55,878 |
| HONEYWELL INTERNATIONAL INC | $61,770 | $62,142 |
| IBM CORP | $42,251 | $55,048 |
| ISHARES MSCI EMERGING MARKETS | $109,989 | $109,124 |
| ISHARES RUSSELL 20000 ETF | $70,311 | $71,401 |
| THE KROGER CO | $53,411 | $143,644 |
| LOWES COMPANIES INC | $53,991 | $60,832 |
| MARATHON OIL CORP | $31,488 | $12,590 |
| MARATHON PETROLEUM CORP | $21,300 | $51,840 |
| MARRIOT INTERNATIONAL INC NEW | $55,452 | $50,280 |
| METLIFE INC | $53,099 | $60,263 |
| MICROSOFT CORP | $49,861 | $110,960 |
| MORGAN STANLEY | $79,699 | $63,620 |
| NATIONAL OILWELL VARCO INC | $78,526 | $36,839 |
| NEXTERA ENERGY INC | $24,238 | $44,153 |
| NIKE INC CL B | $97,757 | $93,750 |
| OCCIDENTAL PETROLEUM CORP | $58,456 | $81,132 |
| OMNICOM GROUP | $80,532 | $121,056 |
| PS BUSINESS PARKS INC SERIES S | $33,300 | $32,913 |
| PEPSICO INC | $3,823 | $129,896 |
| PFIZER INC | $81,890 | $156,881 |
| PHILIP MORRIS INTL INC | $121,794 | $210,984 |
| PHILLIPS 66 | $47,742 | $49,080 |
| PROCTOR & GAMBLE CO | $90,856 | $123,086 |
| QUALCOMM INC | $29,303 | $74,978 |
| RAYMOND JAMES FINANCIAL INC PF | $34,987 | $33,325 |
| SEMPRA ENERGY | $95,280 | $94,010 |
| STATE STREET CORP | $81,951 | $66,360 |
| TARGET CORP | $102,909 | $116,176 |
| THERMO FISHER SCIENTIFIC INC 1 | $69,464 | $105,678 |
| 3M COMPANY | $65,155 | $86,467 |
| TRACTOR SUPPLY COMPANY | $62,019 | $91,485 |
| UNITEDHEALTH GROUP INC | $59,242 | $58,820 |
| V F CORP | $67,694 | $85,407 |
| VALERO ENERGY CORP | $71,230 | $70,710 |
| VERIZON COMMUNICATIONS | $68,998 | $66,095 |
| WAL-MART STORES INC | $112,573 | $128,730 |
| WELLS FARGO & CO | $57,881 | $92,412 |
| WHOLEFOODS MARKET INC | $67,052 | $39,966 |
| INVESCO LTD | $85,863 | $110,484 |
| NABORS INDUSTRIES LTD W/1 RT P | $30,070 | $8,510 |
| ACE LIMITED | $83,594 | $175,275 |
| VIACOM INC CL B | ||
| CALIFORNIA RESOURCES SORP | ||
| FRANKLIN RES INC | ||
| BAXTER INTERNATIONSL INC | ||
| DOVER CORP | ||
| GOOGLE INC CL A | ||
| GOOGLE INC CL C | ||
| ENERGEN CORP | ||
| ASHTON ANCHOR CAPITAL ENHANCED | ||
| COHEN & STEERS INSTL REALTY | ||
| MAINSTAY MARKETFIELD FD | ||
| MERGER FD | ||
| SPDR GOLD TRUST |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2015 TRANSACTIONS POSTED TO 2016 | $10,429 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NONALLOCABLE EXPENSES - | Desc |
| Revenue And Expenses Per Books | $39 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $378 | $0 |
| MARKET DISCOUNTS | $54 | $54 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2014 TRANSACTIONS POSTED TO 2015 | $11,597 |
| RETURN OF CAPITAL | $325 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,735 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $283 | $283 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $112 | $112 | $0 |
Comments