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PAUL & DOROTHY REITZ CHARITABLE TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PAUL & DOROTHY REITZ CHARITABLE TRUST (EIN 25-6480905)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-30
IRS object ID
201401209349100915
Schema version
2013v3.0
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)
Return2014-04-30T12:55:23-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256480905EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL & DOROTHY REITZ CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone4122610779PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET NO 650AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152224801ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H MORROWPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4122610779PhoneNum
Signature2014-04-30SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$534,623FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$20,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,011DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,880NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,714GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,880CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$24,891TotalRevAndExpnssAmt
Total Net Invst Incm$24,891TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,526CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,526CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$157TaxesRevAndExpnssAmt
Taxes Net Invst Incm$157TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,683TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,683TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$26,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,183TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,683TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,292ExcessRevenueOverExpensesAmt
Net Investment Income$17,208NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,191CashBOYAmt
Sav And Temp Cash Invst BOY$12,060SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,793SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,793SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$383,493CorporateStockBOYAmt
Corporate Stock EOY$371,659CorporateStockEOYAmt
Corporate Stock EOYFMV$518,830CorporateStockEOYFMVAmt
Total Assets BOY$396,744TotalAssetsBOYAmt
Total Assets EOY$387,452TotalAssetsEOYAmt
Total Assets EOYFMV$534,623TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$396,744CapitalStockBOYAmt
Capital Stock EOY$387,452CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$396,744TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$387,452TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$396,744TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$387,452TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$396,744TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,292ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$387,452SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$387,452TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHS AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS AP2002-03-042013-11-25$8,734$4,826$3,908$3,908
200 SHS THE INCOME FUND OF AMERICAP2006-10-182013-11-25$4,068$4,022$46$46
100 SHS AMERICAN FUNDS WASHINGTON MUTUAL INV FUNDP2002-03-042013-11-25$3,912$2,986$926$926
FieldValueIRS element (for citing)
Capital Gain Net Income$4,880CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$20,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$448,593NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044584DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$447,072NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047755DistributionYr2Rt
Adjusted Qlfy Distri Yr3$21,301AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$423,132NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050341DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,297AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$381,186NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050624DistributionYr4Rt
Adjusted Qlfy Distri Yr5$27,787AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$484,836NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057312DistributionYr5Rt
Total Distribution0.250616TotalDistributionRt
Average Distribution0.050123AverageDistributionRt
Net Vl Noncharitable Assets$497,197NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,921AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$172NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$25,093AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$172InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$172SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$172TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
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 BooksSMITHFIELD TRUST COMPANYIndividualWithBooksNm
Phone4122610779PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET SUITE 650AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152224801ZIPCode
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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

FieldValueIRS element (for citing)
PersonSMITHFIELD TRUST COMPANYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET SUITE 650AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152224801ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos8.00AverageHrsPerWkDevotedToPosRt
Compensation$7,526CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$492,352AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,417AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$504,769TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$504,769AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$497,197NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,860MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,860MinimumInvestmentReturnAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Total Tax$172TotalTaxAmt
Distributable Before Adj$24,688DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,688DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,688DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$26,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$172PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$26,328AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,688DistributableAsAdjustedAmt
Undistributed Income PY$18,514UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$26,500QualifyingDistributionsAmt
Applied To Year1$18,514AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,986AppliedToCurrentYearAmt
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$16,702UndistributedIncomeCYAmt
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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA
209 1ST STREETDUBOISPA15801NONE501(C)(3)GENERAL$2,000
CULTURAL RESOURCES INC
PO BOX 958DUBOISPA15801NONE501(C)(3)GENERAL$2,000
DUBOIS AREA UNITED WAY
118 W LONG AVENUE ROOM 104DUBOISPA15801NONE501(C)(3)GENERAL$2,000
DUBOIS AREA YMCA
25 PARKWAY DRIVEDUBOISPA15801NONE501(C)(3)GENERAL$1,000
DUBOIS HISTORICAL SOCIETY
30 W LONG AVENUEDUBOISPA15801NONE501(C)(3)GENERAL$1,000
DUBOIS REGIONAL MEDICAL CENTER
100 HOSPITAL AVENUEDUBOISPA15801NONE501(C)(3)GENERAL$4,000
DUBOIS RENAISSANCE INC
3 S BRADY STREET SUITE 205DUBOISPA15801NONE501(C)(3)GENERAL$2,000
FAYETTE RESOURCES INC
87 BEAVER DRIVEDUBOISPA15801NONE501(C)(3)GENERAL$1,000
FREE MEDICAL CLINIC OF DUBOIS
PO BOX 447DUBOISPA15801NONE501(C)(3)GENERAL$3,000
HAVEN HOUSE SHELTER
202 W DUBOIS AVENUEDUBOISPA15801NONE501(C)(3)GENERAL$2,000
PA HEARTLAND CHAPTER AMERICAN
152 W LONG AVENUEDUBOISPA15801NONE501(C)(3)GENERAL$1,000
PENN STATE UNIVERSITY
ONE COLLEGE PLACEDUBOISPA15801NONE501(C)(3)GENERAL$3,000
SALVATION ARMY DUBOIS CHAPTER
119 S JARED STDUBOISPA15801NONE501(C)(3)GENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,011ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,880ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$24,891ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,891TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$371,659EOYBookValueAmt
EOYFMV$518,830EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$146$146$0
FEDERAL EXCISE TAX$11$11$0

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