WHALLEY CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WHALLEY CHARITABLE TR (EIN 23-7128436)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201401329349100965
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- 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 | 2014-05-12T14:33:40-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBRA A PHILLIPPI CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3447 ALLIENE AVE | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 159041901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WINDBER | City |
| State | PA | State |
| ZIP Code | 15963 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KLEMENTIK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8144676656 | PhoneNum |
| Signature | 2014-05-02 | 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 | 2014-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,004,972 | 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 | $14,122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,122 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $75,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,935 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,408,649 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,273 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $336 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $319,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| 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 | $1,615 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,050 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $565 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $877 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $473 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,874 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,874 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,430 | TaxesNetInvstIncmAmt |
| 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 | $890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $254 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,971 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,074 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $331,285 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $331,285 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $388,256 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,245 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,725 | CashBOYAmt |
| Cash EOY | $2,594 | CashEOYAmt |
| Cash EOYFMV | $2,594 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,573 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $100,032 | AcctRcvblAmt |
| Acct Rcvbl BOY | $93,795 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $100,032 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100,032 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $143 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $68 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $68 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $108,434 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $108,909 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $118,354 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,302,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,108,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,417,966 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $240,110 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $244,521 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $249,045 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,679,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,581,112 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,842,216 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,588 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,588 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $2,291 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,124 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,124 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,490,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,420,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,004,972 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,019 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,834,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,765,429 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,489,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,420,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,490,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,420,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,489,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,420,468 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,420,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,273 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $401,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,921,233 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102322 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $355,702 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,082,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $312,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,031,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077446 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $212,794 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,687,281 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057710 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,271 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,241,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076447 | DistributionYr5Rt |
| Total Distribution | 0.401044 | TotalDistributionRt |
| Average Distribution | 0.080209 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,857,989 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $309,445 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $310,257 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,359 | 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 | $812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $812 | SubtotalAmt |
| Tax Based On Investment Income | $812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $68 | OverpaymentAmt |
| Applied To ES Tax | $68 | AppliedToESTaxAmt |
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 | AddressLine1 |
| City | WINDBER | City |
| State | PA | State |
| ZIP Code | 15963 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,715,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $99,617 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,916,740 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,916,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,857,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $812 | TotalTaxAmt |
| Distributable Before Adj | $192,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,087 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,359 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $341,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $812 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $340,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,087 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $114,485 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $112,408 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $153,550 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $206,879 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $617,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,359 | QualifyingDistributionsAmt |
| Applied To Current Year | $192,087 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $149,272 | RemainingDistriFromCorpusAmt |
| Total Corpus | $767,122 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $114,485 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $652,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,528 | ExcessFromYear4Amt |
| Excess From Year3 | $112,408 | ExcessFromYear3Amt |
| Excess From Year2 | $153,550 | ExcessFromYear2Amt |
| Excess From Year1 | $206,879 | ExcessFromYear1Amt |
| Excess From Current Year | $149,272 | 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 | AddressLine1 |
| City | WINDBER | City |
| State | PA | State |
| ZIP Code | 15963 | ZIPCode |
| 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1101 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | RELIGIOUS - GENERAL OPERATING EXP | $10,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 1101 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | RELIGIOUS - CAPITAL IMPROVEMENT | $5,093 | |
| COMMUNITY FDN FOR THE ALLEGHENIES | ||||||||
| 116 MARKET STREET | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | OVARIAN CANCER EDUCATION | $2,500 | |
| COMMUNITY FDN FOR THE ALLEGHENIES | ||||||||
| 116 MARKET STREET | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | SPONSOR FREE PUBLIC CONCERT | $1,000 | |
| EASTER SEAL SOCIETY | ||||||||
| PO BOX 686 | JOHNSTOWN | PA | 15907 | NONE | 501(C)(3) | CHARITABLE | $600 | |
| ARCADIA THEATER | ||||||||
| 1418 GRAHAM AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | CHILDREN'S SERIES | $20,000 | |
| ARCADIA THEATER | ||||||||
| 1418 GRAHAM AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 498 | HERSHEY | PA | 17033 | NONE | 501(C)(3) | CHARITABLE | $900 | |
| LAUREL HIGHLANDS COUNCIL BSA | ||||||||
| 201 W HIGH STREET STE 1 | EBENSBURG | PA | 15931 | NONE | 501(C)(3) | LANSBERRY MEMORIAL | $3,782 | |
| LAUREL HIGHLANDS COUNCIL BSA | ||||||||
| 201 W HIGH STREET STE 1 | EBENSBURG | PA | 15931 | NONE | 501(C)(3) | MANGLE MEMORIAL | $4,700 | |
| JOHNSTOWN KIWANIS | ||||||||
| 204 KAREN WAY | JOHNSTOWN | PA | 15904 | NONE | 501(C)(3) | "CHILDREN - PRIORITY ONE" | $200 | |
| LAUREL ARTS | ||||||||
| 214 S HARRISON AVE | SOMERSET | PA | 15501 | NONE | 501(C)(3) | SUSTAINING FUND PROGRAM | $2,500 | |
| JOHNSTOWN SYMPHONY | ||||||||
| 300 MARKET ST STE 303 | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 | |
| JOHNSTOWN SYMPHONY | ||||||||
| 227 FRANKLIN ST STE 304 | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | OPERA FESTIVAL | $700 | |
| AMERICAN RED CROSS | ||||||||
| 250 JARI DRIVE | JOHNSTOWN | PA | 15904 | NONE | 501(C)(3) | GENERAL OPERATING FUND | $2,000 | KEYSTONE CHAPTER |
| CONEMAUGH TOWNSHIP ROTARY | ||||||||
| 516 SUGAR MAPLE DRIVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $200 | |
| SOROPTIMIST INTL OF SOMERSET COUNTY | ||||||||
| PO BOX 166 | SOMERSET | PA | 15501 | NONE | 501(C)(3) | CHARITABLE | $500 | |
| 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 | $2,100 | |
| AOPA AIR SAFETY FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | NONE | 501(C)(3) | AVIATION SAFETY | $35,000 | |
| NAS WILDWOOD AVIATION MUSEUM | ||||||||
| 500 FORRESTAL ROAD | CAPE MAY | NJ | 08242 | NONE | 501(C)(3) | EDUCATIONAL | $500 | |
| YWCA | ||||||||
| 526 SOMERSET STREET | JOHNSTOWN | PA | 15901 | NONE | 501(C)(3) | TRIBUTE TO WOMEN | $1,000 | |
| WINDBER HEALTH CARE FOUNDATION | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | CONSTRUCTION OF EMERGENCY ROOM | $50,000 | |
| WINDBER MEDICAL CENTER | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | WOMENCARE | $5,000 | |
| WINDBER RESEARCH INST | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SCIENTIFIC AND EDUCATIONAL | $55,000 | |
| WINDBER HEALTH CARE FOUNDATION | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SPIRIT CLASSIC FUNDRAISER | $10,000 | |
| WINDBER HOSPICE | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | HORSE SHOW FUNDRAISER | $500 | |
| WINDBER HEALTH CARE FOUNDATION | ||||||||
| 600 SOMERSET AVENUE | WINDBER | PA | 15963 | NONE | 501(C)(3) | CONSTRUCTION OF EMERGENCY ROOM | $50,000 | |
| VETERAN COMMUNITY INIT | ||||||||
| 727 GOUCHER STREET | JOHNSTOWN | PA | 15905 | NONE | 501(C)(3) | SALUTE TO VETERANS DINNER SPONSOR | $1,500 | |
| MOUNT ALOYSIUS COLLEGE | ||||||||
| 7373 ADMIRAL PEARY HWY | CRESSON | PA | 16630 | NONE | 501(C)(3) | SCHOLARSHIP GOLF TOURNAMENT | $600 | |
| BOYS & GIRLS CLUB | ||||||||
| BOX 752 | SOMERSET | PA | 15501 | NONE | 501(C)(3) | STEAK & BURGER FUNDRAISER SPONSOR | $500 | SOMERSET COUNTY |
| PENN STATE UNIVERSITY | ||||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | EDUCATION/ATHLETICS | $16,000 | |
| PENN STATE UNIVERSITY | ||||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | J IRVING WHALLEY MEMORIAL SCHOLARSHP | $5,000 | |
| PENN STATE UNIVERSITY | ||||||||
| ONE OLD MAIN | UNIVERSITY PARK | PA | 16802 | NONE | 501(C)(3) | EDUCATIONAL | $11,500 | |
| 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 | $100 | |
| 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 | $500 | |
| SOMERSET COUNTY FOUNDATION | ||||||||
| 601 N CENTER AVE | SOMERSET | PA | 15501 | NONE | 501(C)(3) | REPEAT OFFENDER REHABILITATION | $1,000 | |
| 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 | $400 | |
| ANGEL FLIGHT NORTHEAST | ||||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | NONE | 501(C)(3) | CHARITABLE | $10,000 | |
| WINDBER AREA VISIONING EXPERIENCE | ||||||||
| 1401 GRAHAM AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | CHARITABLE | $500 | |
| WINDBER AREA MUSEUM | ||||||||
| 1041 FIRST STREET | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $500 | |
| JOYCE MURTHA BREAST CARE CENTER | ||||||||
| 600 SOMERSET AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | SCIENTIFIC | $180 | |
| WECC | ||||||||
| 258 RAMBLER ROAD | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $250 | |
| WOMEN'S HELP CENTER | ||||||||
| 809 NAPOLEON ST | JOHNSTOWN | PA | 15901 | NONE | 510(C)(3) | CHARITABLE | $200 | |
| AIR FORCE ASSN CHAPTER 221 | ||||||||
| 768 CASE AVENUE | JOHNSTOWN | PA | 15905 | NONE | 501(C)(3) | CHARITABLE | $1,000 | |
| CHILDREN'S AID HOME PROGRAMS | ||||||||
| PO BOX 1195 | SOMERSET | PA | 15501 | NONE | 501(C)(3) | CHARITABLE | $500 | |
| WINDBER AYSO | ||||||||
| 1824 STOCKHOLM AVE | WINDBER | PA | 15963 | NONE | 501(C)(3) | EDUCATIONAL | $250 | |
| NLUS PHILA (USS SOMERSET) | ||||||||
| PO BOX 56198 | PHILADELPHIA | PA | 19130 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 | |
| GREATER JOHNSTOWN COMM YMCA | ||||||||
| 100 HAYNES STREET | JOHNSTOWN | PA | 15901 | NONE | 510(C)(3) | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $331,285 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,122 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,935 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $189,826 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $336 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $129,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $189,826 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,052 | 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 | $1,350 | Amt |
| Net Investment Income | $877 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $473 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| DAVID KLEMENTIK |
| RUTH KLEMENTIK |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| 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 |
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 | 2013-01 | PURCHASE | 2013-12 | $175,398 | $163,838 | $11,560 |
| FIRST CLEARING LLC | 2013-01 | PURCHASE | 2013-12 | $15,599 | $16,061 | -$462 |
| FIRST CLEARING LLC | 2012-01 | PURCHASE | 2013-12 | $284,000 | $242,165 | $41,835 |
| FIRST CLEARING LLC | 2012-01 | PURCHASE | 2013-12 | $348,071 | $273,095 | $74,976 |
| FIRST CLEARING LLC | 2012-01 | PURCHASE | 2013-12 | $38,496 | $33,170 | $5,326 |
| FIRST CLEARING LLC | 2013-01 | PURCHASE | 2013-12 | $16,336 | $16,389 | -$53 |
| FIRST CLEARING LLC | 2012-01 | PURCHASE | 2013-12 | $30,856 | $29,009 | $1,847 |
| FIRST CLEARING LLC | 2012-01 | PURCHASE | 2013-12 | $472,620 | $406,263 | $66,357 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CREDIT SR UNSECURED | $16,970 | $17,076 |
| AMGEN INC SR NOTES | $23,465 | $26,215 |
| BEAR STEARNS CO, INC. | ||
| BLACKROCK, INC. | $15,728 | $14,842 |
| CITIGROUP INC. SR. NOTES | $13,877 | $14,771 |
| COMCAST CORP NOTES | $12,674 | $13,762 |
| CVS CAREMARK CORP SR UNS NOTES | $15,113 | $13,818 |
| DIAGEO CAPITAL PLC CO GTD BONDS | $16,233 | $15,974 |
| GE CAP CORP SR UNSECURED NOTES | ||
| GOLDMAN SACHS GROUP LP NOTES | $20,016 | $20,642 |
| LOWES SR UNSECURED CALLABLE NOTES | $16,277 | $15,701 |
| MCDONALDS CORP MED TERM NOTES | $12,688 | $14,784 |
| MICROSOFT CORP SR UNSECURED | $18,007 | $18,065 |
| RIO TINTO FIN USA LTD | $16,405 | $15,989 |
| STATE STREET CORP SUBORDINATED NOTES | $17,001 | $15,775 |
| VERIZON COMM NOTES | $12,923 | $14,605 |
| VIACOM INC SR UNSECURED CALLABLE | $17,144 | $17,026 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,108,535 | EOYBookValueAmt |
| EOYFMV | $1,417,966 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $108,909 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $118,354 | 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 | $1,581,112 | BookValueAmt |
| EOYFMV | $1,842,216 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $8,588 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,588 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $2,279 | $2,124 | $2,124 |
| ACCRUED INTEREST PURCHASED | $12 |
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 | $171 | $111 | $60 |
| ADVERTISING | $499 | $499 | |
| WORKMEN'S COMPENSATION INSURA | $220 | $143 | $77 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $336 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $50,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WELLS FARGO | CategoryTxt |
| Amt | $16,874 | Amt |
| Net Investment Income | $16,874 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $1,430 | $1,430 |
| EXCISE TAX | $812 |
Comments