BETA

THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-14
IRS object ID
201500739349100000
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-03-14T07:46:00-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251685380PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CATANESE GROUP PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1307 STATE STREETAddressLine1Txt
CityJOHNSTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP159052737ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256448419EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COMMONS FAMILY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O FNB WEALTH MANAGEMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone8145362110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1532 MAIN STREET NO 7AddressLine1Txt
CityJOHNSTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP159012011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICKI HARRIGERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8145362110PhoneNum
Signature2015-03-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER SHRIFTPreparerPersonNm
PTINP00447832PTIN
Phone8142558400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,956,753FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8,211InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8,211InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,956DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$105,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$785,723GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$105,589CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$639OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$639OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$148,395TotalRevAndExpnssAmt
Total Net Invst Incm$148,395TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$23,230CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$23,230CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$611TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,791TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,735ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$125,526TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,735TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,869ExcessRevenueOverExpensesAmt
Net Investment Income$125,165NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,956SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,860SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,860SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$24,750USGovernmentObligationsBOYAmt
US Government Obligations EOY$49,745USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$49,539USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,384,800CorporateStockBOYAmt
Corporate Stock EOY$1,295,524CorporateStockEOYAmt
Corporate Stock EOYFMV$1,542,273CorporateStockEOYFMVAmt
Corporate Bonds BOY$250,500CorporateBondsBOYAmt
Corporate Bonds EOY$327,746CorporateBondsEOYAmt
Corporate Bonds EOYFMV$328,081CorporateBondsEOYFMVAmt
Total Assets BOY$1,687,006TotalAssetsBOYAmt
Total Assets EOY$1,709,875TotalAssetsEOYAmt
Total Assets EOYFMV$1,956,753TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$102,389CapitalStockBOYAmt
Capital Stock EOY$102,389CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,584,617RetainedEarningBOYAmt
Retained Earning EOY$1,607,486RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,687,006TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,709,875TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,687,006TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,709,875TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,687,006TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,869ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,709,875SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,709,875TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
COMMONS FAMILY FNB ACCT 47-0016-01-5P2013-01-012014-12-31$772,079$680,134$91,945$91,945
CAPITAL GAIN DIVIDENDSP2013-01-012014-12-31$13,644$13,644$13,644
FieldValueIRS element (for citing)
Capital Gain Net Income$105,589CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$92,838AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,005,293NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046296DistributionYr1Rt
Adjusted Qlfy Distri Yr2$91,707AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,875,377NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048901DistributionYr2Rt
Adjusted Qlfy Distri Yr3$87,263AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,859,642NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046925DistributionYr3Rt
Adjusted Qlfy Distri Yr4$68,210AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,768,636NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038566DistributionYr4Rt
Adjusted Qlfy Distri Yr5$52,428AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,376,016NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.038101DistributionYr5Rt
Total Distribution0.218789TotalDistributionRt
Average Distribution0.043758AverageDistributionRt
Net Vl Noncharitable Assets$1,987,160NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,954AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,252NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$88,206AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,735QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,252InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,252SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,252TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$560EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$560TotalPaymentsAndCreditsAmt
Tax Due$692TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPETER SHRIFT CPAIndividualWithBooksNm
Phone8142558400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1307 STATE STAddressLine1Txt
CityJOHNSTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15905ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FIRST NATIONAL BANK TRUST CO
111 WEST HIGH STEBENSBURGPA15931TRUSTEE1.00$23,230$0$0
MARK E THOMAS
532 MAIN STREETJOHNSTOWNPA15901TRUSTEE0.00$0$0$0
WENDALE H ROUTCH
532 MAIN STREETJOHNSTOWNPA15901TRUSTEE0.00$0$0$0
FRED J GIBBONS
532 MAIN STREETJOHNSTOWNPA15901TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,924,937AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$92,484AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,017,421TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,017,421AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,261CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,987,160NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,252TaxBasedOnInvestmentIncomeAmt
Total Tax$1,252TotalTaxAmt
Distributable Before Adj$98,106DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$98,106DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$98,106DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,735ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,735QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,252PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$98,483AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,106DistributableAsAdjustedAmt
Undistributed Income PY$99,735UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$99,735QualifyingDistributionsAmt
Applied To Year1$99,735AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$98,106UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HASTINGS AREA FIRE COMPANY
PO BOX 427HASTINGSPA16646EXEMPTUNRESTRICTED$9,747
HASTINGS AREA PUBLIC LIBRARY
312 BEAVER STREETHASTINGSPA16646EXEMPTUNRESTRICTED$9,747
HASTINGS BOROUGH
207 5TH AVENUEHASTINGSPA16646EXEMPTUNRESTRICTED$29,998
HASTINGS UNITED METHODIST CHURCH
SPANGLER STREETHASTINGSPA16646EXEMPTUNRESTRICTED;LISTTOTAL 9927;LISTTOTAL 9959$10,748
INDIANA UNIVERSITY OF PENNSYLVANIA FBO DANA PELES - SCHOLARSHIP AWARD
1011 SOUTH DRIVEINDIANAPA15705EXEMPTACADEMIC SCHOLARSHIP$1,000
INDIANA UNIVERSITY OF PENNSYLVANIA FBO KATY A PELES - SCHOLARSHIP AWARD
1011 SOUTH DRIVEINDIANAPA15705EXEMPTACADEMIC SCHOLARSHIP$1,000
MARYWOOD UNIVERSITY FBO ZACHARY LOWE
2300 ADAMS AVENUESCRANTONPA18509EXEMPTACADEMIC SCHOLARSHIP$1,000
SETON HILL COLLEGE FBO TIFFANY CENCE
ONE SETON HILL DRIVEGREENSBURGPA15601EXEMPTACADEMIC SCHOLARSHIP$1,000
MOUNT ALOYSIUS COLLEGE FBO BRADLEY MIKITKO - SCHOLARSHIP AWARD
7373 ADMIRAL PEARY HIGHWAYCRESSONPA16630EXEMPTACADEMIC SCHOLARSHIP$1,000
PATTON UNITED PRESBYTERIAN CHURCH
403 MAGEE AVENUEPATTONPA16668EXEMPTUNRESTRICTED$9,748
PENN STATE ALTOONA FBO NATALIE BUKOWSKI - SCHOLARSHIP AWARD
3000 IVYSIDE PARKALTOONAPA16601EXEMPTACADEMIC SCHOLARSHIP$1,000
SAINT FRANCIS UNIVERSITY FBO MELISSA N ANNA - SCHOLARSHIP AWARD
117 EVERGREEN DRIVELORETTOPA15940EXEMPTACADEMIC SCHOLARSHIP$1,000
SAINT FRANCIS UNIVERSITY SCHOLARSHIP AWARD
117 EVERGREEN DRIVELORETTOPA15940EXEMPTACADEMIC SCHOLARSHIP;LISTTOTAL 9683$1,000
SALVATION ARMY RED KETTLE FUND
424 THIRD AVENUEPITTSBURGHPA15219EXEMPTUNRESTRICTED$10,000
ST BERNARDS CATHOLIC CHURCH
BEAVER STREETHASTINGSPA16646EXEMPTUNRESTRICTED$9,747
PA COLLEGE OF TECHNOLOGY FBO CHRISTOPHER SCOTT
ONE COLLEGE AVENUEWILLIAMSPORTPA17701EXEMPTACADEMIC SCHOLARSHIP$1,000
PENN STATE UNIVERSITY FBO BROOKE BERNARD
201 OLD MAINUNIVERSITY PARKPA16802EXEMPTACADEMIC SCHOLARSHIP$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,735TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,211ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,956ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$639ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$105,589ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$148,395ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$148,395TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$327,746EOYBookValueAmt
EOYFMV$328,081EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCKS$9,102$11,419
MUTUAL FUNDS - FIXED$607,537$603,371
MUTUAL FUNDS - EQUITY$678,885$927,483

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$49,745USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$49,539USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescLEHMAN BROTHERS LIQUIDATION DISTDesc
Revenue And Expenses Per Books$639RevenueAndExpensesPerBooksAmt
Net Investment Income$639NetInvestmentIncomeAmt
Adjusted Net Income$639AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$611Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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