THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-26
- IRS object ID
- 201410859349100651
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-26T10:24:48-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251685380 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATANESE GROUP PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE STREET | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 159052737 | 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 | 256448419 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMONS FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O FNB WEALTH MANAGEMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8145362110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 MAIN STREET NO 7 | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 159012011 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICKI HARRIGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8145362110 | PhoneNum |
| Signature | 2014-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER SHRIFT | PreparerPersonNm |
| PTIN | P00447832 | PTIN |
| Phone | 8142558400 | PhoneNum |
| 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 | $1,982,569 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $8,566 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,566 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $331,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,510 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $722 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $722 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $75,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,387 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,387 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,879 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $24,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$42,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $75,839 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,956 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,750 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,670 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,427,674 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,384,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,675,959 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $225,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $250,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $255,984 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,729,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,687,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,982,569 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $102,389 | CapitalStockBOYAmt |
| Capital Stock EOY | $102,389 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,626,875 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,584,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,729,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,729,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,687,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,729,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$42,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,687,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FNB WEALTH MANAGEMENT ACCOUNT16015 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2012-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $331,790 | GrossSalesPriceAmt |
| Cost Or Other Basis | $302,280 | CostOrOtherBasisAmt |
| Gain Or Loss | $29,510 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $29,510 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,510 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,707 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,875,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $87,263 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,859,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046925 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,210 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,768,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038566 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,428 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,376,016 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038101 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $53,676 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,086,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049425 | DistributionYr5Rt |
| Total Distribution | 0.221918 | TotalDistributionRt |
| Average Distribution | 0.044384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,005,293 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $530 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,533 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,368 | 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 | $530 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $530 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $479 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $479 | TotalPaymentsAndCreditsAmt |
| Tax Due | $51 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER SHRIFT CPA | IndividualWithBooksNm |
| Phone | 8142558400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE ST | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 15905 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK TRUST CO | ||||||||
| 111 WEST HIGH ST | EBENSBURG | PA | 15931 | TRUSTEE | 1.00 | $22,387 | $0 | $0 |
| MARK E THOMAS | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| WENDALE H ROUTCH | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| FRED J GIBBONS | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,945,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,035,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,035,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,005,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,265 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,265 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $530 | TotalTaxAmt |
| Distributable Before Adj | $99,735 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $99,735 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $99,735 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,368 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $530 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,838 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,735 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $93,368 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $93,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $99,735 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOCK HAVEN UNIVERSITY LOREN SCHWEIGER - SCHOLARSHIP AWARD | ||||||
| 401 N FAIRVIEW ST | LOCK HAVEN | PA | 17745 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| HASTINGS AREA FIRE COMPANY | ||||||
| PO BOX 427 | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $8,959 |
| HASTINGS AREA PUBLIC LIBRARY | ||||||
| 312 BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $8,960 |
| HASTINGS BOROUGH | ||||||
| 207 5TH AVENUE | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $27,572 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED;LISTTOTAL 9927 | $9,959 |
| UNIVERSITY OF PITTSBURGH AT JOHNSTOWN FBO MEGAN BURKEY - SCHOLARSHIP AWARD | ||||||
| 450 SCHOOLHOUSE ROAD | JOHNSTOWN | PA | 15904 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO KATY A PELES - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO STEPHANIE D ANNA - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| MOUNT ALOYSIUS COLLEGE FBO BRADLEY MIKITKO - SCHOLARSHIP AWARD | ||||||
| 7373 ADMIRAL PEARY HIGHWAY | CRESSON | PA | 16630 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| PATTON UNITED PRESBYTERIAN CHURCH | ||||||
| 403 MAGEE AVENUE | PATTON | PA | 16668 | EXEMPT | UNRESTRICTED | $8,959 |
| SAINT FRANCIS UNIVERSITY SCHOLARSHIP AWARD | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | ACADEMIC SCHOLARSHIP;LISTTOTAL 9683 | $1,000 |
| PENN STATE ALTOONA FBO NATALIE BUKOWSKI - SCHOLARSHIP AWARD | ||||||
| 3000 IVYSIDE PARK | ALTOONA | PA | 16601 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| SAINT FRANCIS UNIVERSITY FBO MELISSA N ANNA - SCHOLARSHIP AWARD | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| SALVATION ARMY RED KETTLE FUND | ||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | EXEMPT | UNRESTRICTED | $10,000 |
| ST BERNARDS CATHOLIC CHURCH | ||||||
| BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $8,959 |
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO DANA PELES - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| UNIVERSITY OF PITTSBURGH AT JOHNSTOWN FBO LAUREN BOBBY - SCHOLARSHIP AWARD | ||||||
| 450 SCHOOLHOUSE ROAD | JOHNSTOWN | PA | 15904 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,368 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,566 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,578 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $722 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,376 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,879 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $250,500 | $255,984 |
| CORPORATE BONDS AND NOTES - STEP UP | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $11,901 | $15,430 |
| MUTUAL FUNDS - FIXED | $575,695 | $571,096 |
| MUTUAL FUNDS - EQUITY | $797,204 | $1,089,433 |
| FOREIGN EQUITY | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,750 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,670 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL FARM CREDIT BANK 1.79% | -$20 | -$20 | -$20 |
| VODAFONE GROUP PLC 1.5% | -$113 | -$113 | -$113 |
| COSTCO WHSL CORP NEW NOTE 1.700% | -$216 | -$216 | -$216 |
| LIQUIDATION DISTRIBUTIONS | $1,071 | $1,071 | $1,071 |
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