WHALLEY CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WHALLEY CHARITABLE TR (EIN 23-7128436)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-10
- IRS object ID
- 201501309349100915
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-10T18:27:44-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270378941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA A PHILLIPPI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3447 ALLIENE AVE | AddressLine1Txt |
| City | JOHNSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 159041901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237128436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHALLEY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHAL | BusinessNameControlTxt |
| Phone | 8144676656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1206 GRAHAM AVENUE | AddressLine1Txt |
| City | WINDBER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KLEMENTIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8144676656 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA A PHILLIPPI CPA | PreparerPersonNm |
| PTIN | P00182750 | PTIN |
| Phone | 8142669578 | PhoneNum |
| Preparation | 2015-04-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,712,580 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $16,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,665 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,257 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,739 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,027,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,316 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $322 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $279,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,700 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,300 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,622 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,054 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $568 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $910 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $490 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,520 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,412 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,332 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,389 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $6,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,900 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,100 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,536 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $399,826 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $399,826 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $458,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $414,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,594 | CashBOYAmt |
| Cash EOY | $22,913 | CashEOYAmt |
| Cash EOYFMV | $22,913 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $222,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,776 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $102,801 | AcctRcvblAmt |
| Acct Rcvbl BOY | $100,032 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $102,801 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $102,801 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $68 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $108,909 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $83,423 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $88,658 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,108,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,071,925 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,346,027 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $244,521 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $194,716 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $199,702 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,581,112 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,501,706 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,686,874 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,074 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,977 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $97 | LandEOYAmt |
| Land EOYFMV | $1,200 | LandEOYFMVAmt |
| Other Assets BOY | $2,124 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,629 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,629 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,420,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,241,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,712,580 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $240 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $240 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,655,039 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,655,039 | CapitalStockEOYAmt |
| Retained Earning BOY | $1,765,429 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,586,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,420,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,241,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,420,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,241,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,420,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,722 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,241,746 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,241,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,316 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $340,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,857,989 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088271 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $401,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,921,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.102322 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $355,702 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,082,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $312,189 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,031,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $212,794 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,687,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057710 | DistributionYr5Rt |
| Total Distribution | 0.412868 | TotalDistributionRt |
| Average Distribution | 0.082574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,820,471 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,472 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,080 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $316,552 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $414,037 | 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 | $1,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,080 | SubtotalAmt |
| Tax Based On Investment Income | $1,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $240 | TaxDueAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEANNE HENRY | IndividualWithBooksNm |
| Phone | 8144676656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1206 GRAHAM AVENUE | AddressLine1Txt |
| City | WINDBER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15963 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID KLEMENTIK | ||||||||
| 1206 GRAHAM AVENUE | WINDBER | PA | 15963 | TRUSTEE | 5.00 | $10,000 | $0 | $0 |
| RUTH KLEMENTIK | ||||||||
| 1206 GRAHAM AVENUE | WINDBER | PA | 15963 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,534,190 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $228,927 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,878,651 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,878,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,820,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,080 | TotalTaxAmt |
| Distributable Before Adj | $189,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,944 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $414,037 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $414,037 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,080 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $412,957 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,944 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,528 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $153,550 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $206,879 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $149,272 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $652,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $414,037 | QualifyingDistributionsAmt |
| Applied To Current Year | $189,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,093 | RemainingDistriFromCorpusAmt |
| Total Corpus | $876,730 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,528 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $846,202 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $112,408 | ExcessFromYear4Amt |
| Excess From Year3 | $153,550 | ExcessFromYear3Amt |
| Excess From Year2 | $206,879 | ExcessFromYear2Amt |
| Excess From Year1 | $149,272 | ExcessFromYear1Amt |
| Excess From Current Year | $224,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID KLEMENTIK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1206 GRAHAM AVENUE | AddressLine1Txt |
| City | WINDBER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8144676656 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TRUST DISTRIBUTES AMOUNT OF INCOME EARNED EACH YEAR - NO OTHER RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 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 |
|---|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1101 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | RELIGIOUS - GENERAL OPERATING EXP | $10,000 | |
| COMMUNITY FDN FOR THE ALLEGHENIES | ||||||||
| 116 MARKET STREET | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | OVARIAN CANCER EDUCATION | $2,500 | |
| EASTER SEAL SOCIETY | ||||||||
| PO BOX 686 | JOHNSTOWN | PA | 15907 | NONE | 501(C)(3) | CHARITABLE | $300 | |
| ARCADIA THEATER | ||||||||
| 1418 GRAHAM AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | CHILDREN'S SERIES | $20,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 498 | HERSHEY | PA | 17033 | NONE | 501(C)(3) | CHARITABLE | $500 | |
| LAUREL HIGHLANDS COUNCIL BSA | ||||||||
| 201 W HIGH STREET STE 1 | EBENSBURG | PA | 15931 | NONE | 501(C)(3) | LANSBERRY MEMORIAL | $1,409 | |
| LAUREL HIGHLANDS COUNCIL BSA | ||||||||
| 201 W HIGH STREET STE 1 | EBENSBURG | PA | 15931 | NONE | 501(C)(3) | MANGLE MEMORIAL | $4,593 | |
| LAUREL HIGHLANDS COUNCIL BSA | ||||||||
| 201 W HIGH STREET STE 1 | EBENSBURG | PA | 15963 | NONE | 501(C)(3) | ANNUAL SALUTE TO WOMEN LUNCHEON | $299 | |
| JOHNSTOWN KIWANIS | ||||||||
| 204 KAREN WAY | JOHNSTOWN | PA | 15904 | NONE | 501(C)(3) | "CHILDREN - PRIORITY ONE" | $300 | |
| LAUREL ARTS | ||||||||
| 214 S HARRISON AVE | SOMERSET | PA | 15501 | NONE | 501(C)(3) | SUSTAINING FUND PROGRAM | $1,000 | |
| JOHNSTOWN SYMPHONY | ||||||||
| 300 MARKET ST STE 303 | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | CONCERT SPONSOR | $10,000 | |
| JOHNSTOWN SYMPHONY | ||||||||
| 227 FRANKLIN ST STE 304 | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | OPERA FESTIVAL | $1,370 | |
| GIRL SCOUTS OF WESTERN PA | ||||||||
| 30 ISABELLA ST STE 107 | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | ANNUAL FUNDRAISER DINNER | $2,000 | |
| FOUNDATION FOR FREE ENTERPRISE EDUC | ||||||||
| 3076 W 12TH ST | ERIE | PA | 165053857 | NONE | 501(C)(3) | SCHOLARSHIPS | $2,625 | |
| NAS WILDWOOD AVIATION MUSEUM | ||||||||
| 500 FORRESTAL ROAD | CAPE MAY | NJ | 08242 | NONE | 501(C)(3) | EDUCATIONAL | $500 | |
| WINDBER HEALTH CARE FOUNDATION | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | JOYCE MURTHA GOLF FUNDRAISER | $1,000 | |
| WINDBER MEDICAL CENTER | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SCIENTIFIC | $200,000 | |
| WINDBER RESEARCH INST | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SCIENTIFIC AND EDUCATIONAL | $5,000 | |
| WINDBER HEALTH CARE FOUNDATION | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SPIRIT CLASSIC FUNDRAISER | $5,000 | |
| WINDBER HOSPICE | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | HORSE SHOW FUNDRAISER | $2,000 | |
| WINDBER HEALTH CARE FOUNDATION | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | NEW PHONE SYSTEM | $40,000 | |
| VETERAN COMMUNITY INIT | ||||||||
| 727 GOUCHER STREET | JOHNSTOWN | PA | 15905 | NONE | 501(C)(3) | SALUTE TO VETERANS DINNER SPONSOR | $1,000 | |
| MOUNT ALOYSIUS COLLEGE | ||||||||
| 7373 ADMIRAL PEARY HWY | CRESSON | PA | 16630 | NONE | 501(C)(3) | SCHOLARSHIP GOLF TOURNAMENT | $7,600 | |
| PENN STATE UNIVERSITY | ||||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | EDUCATION/ATHLETICS | $10,000 | |
| EUREKA COAL HERITAGE FND | ||||||||
| PO BOX 142 | WINDBER | PA | 15963 | NONE | 501(C)(3) | MINER'S MEMORIAL DAY WEEKEND | $1,500 | |
| UNITED WAY OF THE LAUREL HIGHLANDS | ||||||||
| 422 MAIN ST SUITE 203 | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| UPJ CAMPUS MINISTRY | ||||||||
| 450 SCHOOLHOUSE ROAD | JOHNSTOWN | PA | 15904 | NONE | 501(C)(3) | RELIGIOUS | $1,500 | |
| JR ACHIEVEMENT OF WESTERN PA | ||||||||
| 647 MAIN ST SUITE 300 | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | BRONZE SPONSOR - CHARITABLE | $1,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | SCIENTIFIC | $150 | |
| IN TOUCH HOSPICE | ||||||||
| 225 S CENTER AVE | SOMERSET | PA | 15501 | NONE | 501(C)(3) | GOLF TOURNAMENT FUNDRAISER SPONSOR | $380 | |
| WINDBER PUBLIC LIBRARY | ||||||||
| 1909 GRAHAM AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $250 | |
| SOMERSET COUNTY FOUNDATION | ||||||||
| 601 N CENTER AVE | SOMERSET | PA | 15501 | NONE | 501(C)(3) | REPEAT OFFENDER REHABILITATION | $1,700 | |
| NEW DAY INC | ||||||||
| 1605 GRAHAM AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| WINDBER YOUTH BASEBALL & SOFTBALL | ||||||||
| 258 RAMBLER ROAD | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $150 | |
| BAND OF BROTHERS SHAKESPEARE CO | ||||||||
| 221 FAYETTE STREET | JOHNSTOWN | PA | 15905 | NONE | 501(C)(3) | EDUCATIONAL | $1,500 | |
| JOYCE MURTHA BREAST CARE CENTER | ||||||||
| 600 SOMERSET AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SCIENTIFIC | $500 | |
| WOMEN'S HELP CENTER | ||||||||
| 809 NAPOLEON ST | JOHNSTOWN | PA | 15901 | NONE | 510(C)(3) | CHARITABLE | $1,200 | |
| CHILDREN'S AID HOME PROGRAMS | ||||||||
| PO BOX 1195 | SOMERSET | PA | 15501 | NONE | 501(C)(3) | CHARITABLE | $500 | |
| GREATER JOHNSTOWN COMM YMCA | ||||||||
| 100 HAYNES STREET | JOHNSTOWN | PA | 15901 | NONE | 510(C)(3) | CHARITABLE | $5,000 | |
| OUTSTANDING YOUNG WOMEN | ||||||||
| 533 FERNDALE AVENUE | JOHNSTOWN | PA | 15905 | NONE | 501(C)(3) | EDUCATIONAL | $1,500 | |
| BOYS & GIRLS CLUB | ||||||||
| BOX 752 | SOMERSET | PA | 15501 | NONE | 501(C)(3) | STEAK & BURGER FUNDRAISER SPONSOR | $500 | SOMERSET COUNTY |
| ALTERNATIVE COMMUNITY RESOURCE PROG | ||||||||
| 1590 N CENTER AVE | SOMERSET | PA | 15501 | NONE | 501(C)(3) | CHARITABLE | $1,500 | |
| WINDBER MUNICIPAL AUTHORITY | ||||||||
| 1605 GRAHAM AVE | WINDBER | PA | 15963 | NONE | GOVERNMENT | LOCAL GOVERNMENT PLAYGROUND/BUILDING | $20,000 | |
| WINDBER BOROUGH POLICE DEPARTMENT | ||||||||
| 1409 GRAHAM AVE | WINDBER | PA | 15963 | NONE | GOVERNMENT | PUBLIC SAFETY | $10,000 | |
| AMERICAN LEGION WINDBER POST 137 | ||||||||
| 312 24TH ST | WINDBER | PA | 15963 | NONE | 501(C)(3) | CHARITABLE | $3,500 | |
| WINDBER FIRE COMPANY NO 1 | ||||||||
| 1620 SOMERSET AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | PUBLIC SAFETY | $10,000 | |
| ALL ABOUT KIDS FITNESS | ||||||||
| 501 15TH ST | WINDBER | PA | 15963 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| SOMERSET INC | ||||||||
| PO BOX 876 | SOMERSET | PA | 15501 | NONE | 501(C)(3) | TRINITY PARK PROJECT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $399,826 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,665 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,350 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $247,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,350 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,983 | TotalIncomeProducingActyAmt |
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 | INCOME TAX PREPARATION | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $490 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 1997-07-01 | $3,942 | $3,942 | 200DB | 5.0000 | |
| OFFICE EQUIPMENT | 1998-07-01 | $95 | $95 | 200DB | 5.0000 | |
| DELL PROJECTOR/SCREEN | 2004-04-16 | $2,327 | $2,327 | 200DB | 7.0000 | |
| DVD/VCR COMBO | 2004-12-17 | $135 | $135 | 200DB | 7.0000 | |
| SONY DESKTOP COMPUTER | 2005-01-07 | $1,374 | $1,374 | 200DB | 5.0000 | |
| HP 3055 PRINTER | 2007-03-16 | $503 | $503 | 200DB | 5.0000 | |
| DELL INSPIRON | 2014-07-16 | $935 | 200DB | 5.0000 | $935 | |
| HP COLOR LASERJET PRO M251N | 2014-07-16 | $318 | 200DB | 5.0000 | $318 | |
| OFFICE 2013 SOFTWARE | 2014-07-16 | $233 | 3.0000 | $136 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIRST CLEARING LLC | 2014-01 | PURCHASE | 2014-12 | $18,627 | $18,324 | $303 |
| FIRST CLEARING LLC | 2013-01 | PURCHASE | 2014-12 | $53,738 | $53,466 | $272 |
| FIRST CLEARING LLC | 2013-01 | PURCHASE | 2014-12 | $370,974 | $304,072 | $66,902 |
| FIRST CLEARING LLC | 2014-01 | PURCHASE | 2014-12 | $104,291 | $111,133 | -$6,842 |
| FIRST CLEARING LLC | 2014-01 | PURCHASE | 2014-12 | $4,115 | $4,004 | $111 |
| FIRST CLEARING LLC | 2013-01 | PURCHASE | 2014-12 | $167,553 | $130,943 | $36,610 |
| FIRST CLEARING LLC | 2013-01 | PURCHASE | 2014-12 | $220,269 | $183,942 | $36,327 |
| FIRST CLEARING LL | 2014-01 | PURCHASE | 2014-12 | $32,152 | $36,412 | -$4,260 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CREDIT SR UNSECURED | $14,973 | $15,116 |
| AMGEN INC SR NOTES | $21,425 | $23,178 |
| BLACKROCK, INC. | $14,679 | $14,479 |
| CITIGROUP INC. SR. NOTES | $11,744 | $12,460 |
| COMCAST CORP NOTES | $17,128 | $17,351 |
| CVS CAREMARK CORP SR UNS NOTES | $14,106 | $13,677 |
| DIAGEO CAPITAL PLC CO GTD BONDS | $14,204 | $14,010 |
| GOLDMAN SACHS GROUP LP NOTES | ||
| LOWES SR UNSECURED CALLABLE NOTES | $14,242 | $14,438 |
| MCDONALDS CORP MED TERM NOTES | $11,717 | $13,353 |
| MICROSOFT CORP SR UNSECURED | $16,006 | $17,116 |
| RIO TINTO FIN USA LTD | $14,355 | $14,249 |
| STATE STREET CORP SUBORDINATED NOTES | $15,010 | $14,760 |
| VERIZON COMM NOTES | ||
| VIACOM INC SR UNSECURED CALLABLE | $15,127 | $15,515 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,071,925 | EOYBookValueAmt |
| EOYFMV | $1,346,027 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $83,423 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $88,658 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OPEN END MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,501,706 | BookValueAmt |
| EOYFMV | $1,686,874 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $10,074 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $9,977 | AccumulatedDepreciationAmt |
| Book Value | $97 | BookValueAmt |
| EOYFMV | $1,200 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $2,124 | BOYBookValueAmt |
| EOY Book Value | $1,629 | EOYBookValueAmt |
| EOYFMV | $1,629 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSE | $220 | $143 | $77 |
| ADVERTISING | $1,100 | $1,100 | |
| WORKMEN'S COMPENSATION INSURA | $216 | $140 | $76 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $322 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDBER RESEARCH INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $200,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO | CategoryTxt |
| Amt | $16,520 | Amt |
| Net Investment Income | $16,520 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $1,332 | $1,332 |
| EXCISE TAX | $1,080 |
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