BETA

HELEN RUTH GORDON CHARITABLE TR: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HELEN RUTH GORDON CHARITABLE TR (EIN 20-6669255)
Tax period
2013-07-01 to 2014-06-30
Filed
2014-09-26
IRS object ID
201402699349100100
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)
Return2014-09-26T08:05:53-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206669255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HELEN RUTH GORDON CHARITABLE TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone4127629161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK 620 LIBERTY AVENUE NOAddressLine1
Address Line210THFLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN W ALRUTZPersonNm
Person TitleASSISTANT VICE PRESIDENTPersonTitleTxt
Phone4127629161PhoneNum
Signature2014-09-26SignatureDt
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$1,640,926FMVAssetsEOYAmt
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$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$34,773DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,773DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$145,513NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$701,714GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$138,015CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$180,297TotalRevAndExpnssAmt
Total Net Invst Incm$172,799TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,973CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,576CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,397CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,760TaxesRevAndExpnssAmt
Taxes Net Invst Incm$47TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,747OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,747OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,623TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,144TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$84,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,623TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,144TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$95,817ExcessRevenueOverExpensesAmt
Net Investment Income$160,176NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$39,612SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,144SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,144SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$535,533CorporateStockBOYAmt
Corporate Stock EOY$507,323CorporateStockEOYAmt
Corporate Stock EOYFMV$686,073CorporateStockEOYFMVAmt
Other Investments BOY$719,594OtherInvestmentsBOYAmt
Other Investments EOY$826,089OtherInvestmentsEOYAmt
Other Investments EOYFMV$897,709OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,294,739TotalAssetsBOYAmt
Total Assets EOY$1,390,556TotalAssetsEOYAmt
Total Assets EOYFMV$1,640,926TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,284,241CapitalStockBOYAmt
Capital Stock EOY$1,384,584CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,498RetainedEarningBOYAmt
Retained Earning EOY$5,972RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,294,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,390,556TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,294,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,390,556TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,294,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$95,817ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,390,556SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,390,556TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$695,087$563,699$131,388$131,388
CAPITAL GAINS DIVIDENDS$6,627$6,627$6,627P
FieldValueIRS element (for citing)
Capital Gain Net Income$138,015CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$72,845AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,439,405NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050608DistributionYr1Rt
Adjusted Qlfy Distri Yr2$68,098AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,403,230NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048529DistributionYr2Rt
Adjusted Qlfy Distri Yr3$64,869AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,374,907NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047181DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,319AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,248,588NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.013070DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,454AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,198,668NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.090479DistributionYr5Rt
Total Distribution0.249867TotalDistributionRt
Average Distribution0.049973AverageDistributionRt
Net Vl Noncharitable Assets$1,543,338NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$77,125AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,602NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$78,727AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$70,144QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,204InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,204SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,204TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,240EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,240TotalPaymentsAndCreditsAmt
Tax Due$1,964TaxDueAmt

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 AddressPNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTMLWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Phone4127629161PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
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)
PersonPNC BANK NAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$13,973CompensationAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,566,841AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,566,841TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,566,841AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,503CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,543,338NetVlNoncharitableAssetsAmt
Minimum Investment Return$77,167MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$77,167MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,204TaxBasedOnInvestmentIncomeAmt
Total Tax$3,204TotalTaxAmt
Distributable Before Adj$73,963DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$73,963DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$73,963DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,144ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$70,144QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$70,144AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,963DistributableAsAdjustedAmt
Undistributed Income PY$59,577UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$70,144QualifyingDistributionsAmt
Applied To Year1$59,577AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,567AppliedToCurrentYearAmt
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$63,396UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNC CHARITABLE TRUST GRANT REVIEW CRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK 249 FIFTH AVENUE 20THAddressLine1
Address Line2FLOORAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4127624106RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR CONTACT INFORMATION, APPLICATION, SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL ARE URGED TO CONTACT THE CHARITABLE TRUST GRANT REVIEW COMMITTEE PRIOR TO SUBMITTING.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATIONSubmissionDeadlinesTxt
Restrictions On AwardsSEE WEBSITE: WWW.PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML FOR SPECIFIC INFORMATIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDRENS MUSEUM OF PITTSBURGH
10 CHILDRENS WAYPITTSBURGHPA15212NONEPCPRE-K FIELD TRIPS AND TOT PROGRAM$15,000
GREATER PITTSBURGH LITERACY COUNCIL
411 SEVENTH AVENUE SUITE 550PITTSBURGHPA15219NONEPCENGLISH AS A SECOND LANGUAGE$15,000
INNOVATION WORKS INC
2000 TECHNOLOGY DRIVE 250PITTSBURGHPA15219NONEPCINTERN PROGRAM$10,000
NORTH HILLS COMMUNITY OUTREACH INC
1975 FERGUSON ROADALLISON PARKPA151013235NONEPCEMERGENCY ASSISTANCE$10,000
WQED MULTIMEDIA
4802 FIFTH AVENUEPITTSBURGHPA15213NONEPCIQ KIDS RADIO$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt
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$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34,773ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$145,513ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$180,297ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$180,297TotalIncomeProducingActyAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$507,323EOYBookValueAmt
EOYFMV$686,073EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$504,718$511,720
MUTUAL FUNDS- EQUITYAT COST$321,371$385,989

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTRUST GRANTMAKING FEESDesc
Revenue And Expenses Per Books$8,747RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,747DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATED EXCISE TAX FOR 6/30/14$1,240$0$0
PRIOR YEAR EXCISE TAX BALANCE DUE$473$0$0
FOREIGN TAXES PAID$47$47$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.