BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201413219349102401
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T14:13:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 250988255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARBIS WALKER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2599 WILMINGTON ROAD | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16105 | 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 | 232892817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 7246589866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 CASS STREET | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16101 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M JOYCE BRUCE BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7246586633 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES M MALLICK CPA | PreparerPersonNm |
| PTIN | P00674884 | PTIN |
| Phone | 7246581565 | PhoneNum |
| Preparation | 2014-11-11 | PreparationDt |
| 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 | $786,761 | 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 |
| Dividends Rev And Expnss | $9,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,074 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,577 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,036 | CashBOYAmt |
| Cash EOY | $7,943 | CashEOYAmt |
| Cash EOYFMV | $7,943 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $81,823 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $81,823 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,288,837 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,189,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $696,995 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,317,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,278,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $786,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$57 | CapitalStockBOYAmt |
| Capital Stock EOY | -$57 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,317,379 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,278,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,317,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,278,806 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,317,322 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,278,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,317,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,278,806 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,278,806 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 700 SHS MYLAN INC | P | 2012-04-19 | 2013-01-16 | $19,366 | $15,626 | $3,740 | $3,740 |
| 150 SHS PHILLIPS 66 | P | 2012-04-19 | 2013-01-16 | $7,941 | $5,081 | $2,860 | $2,860 |
| 400 SHS PHILLIPS 66 | P | 2012-05-14 | 2013-01-16 | $21,175 | $12,760 | $8,415 | $8,415 |
| 50 SHS PHILLIPS 66 | P | 2012-04-26 | 2013-01-16 | $2,647 | $1,682 | $965 | $965 |
| 500 SHS AFLAC INC | P | 2012-08-28 | 2013-01-28 | $26,147 | $23,570 | $2,577 | $2,577 |
| 500 SHS ALLEGHENY TECHNOLOGIES INC | P | 2006-12-11 | 2013-01-28 | $14,758 | $37,094 | -$22,336 | -$22,336 |
| 300 SHS PHILLIP MORRIS INTERNATIONAL | P | 2012-11-19 | 2013-02-25 | $27,383 | $26,376 | $1,007 | $1,007 |
| 300 SHS MCDONALDS CORP | P | 2012-03-27 | 2013-03-25 | $29,218 | $29,574 | -$356 | -$356 |
| 100 SHS MCDONALDS CORP | P | 2012-05-14 | 2013-03-25 | $9,739 | $9,266 | $473 | $473 |
| 100 SHS CONOCOPHILLIPS | P | 2012-04-26 | 2013-04-18 | $5,640 | $5,659 | -$19 | -$19 |
| 300 SHS CONOCOPHILLIPS | P | 2012-04-19 | 2013-04-18 | $16,920 | $17,095 | -$175 | -$175 |
| 100 SHS PVH CORP | P | 2012-06-19 | 2013-05-16 | $11,730 | $8,233 | $3,497 | $3,497 |
| 100 SHS SIMON PROPERTY GROUP INC | P | 2011-07-13 | 2013-07-22 | $16,479 | $12,625 | $3,854 | $3,854 |
| 1000 SHS CORNING INC | P | 2007-05-23 | 2013-07-23 | $14,697 | $25,145 | -$10,448 | -$10,448 |
| 200 SHS THE TRAVELERS COMPANIES INC | P | 2013-01-28 | 2013-08-23 | $15,844 | $15,764 | $80 | $80 |
| 300 SHS THE TRAVELERS COMPANIES INC | P | 2012-12-26 | 2013-08-23 | $23,767 | $22,011 | $1,756 | $1,756 |
| 200 SHS CHURCH & DWIGHT CO INC | P | 2012-10-25 | 2013-09-19 | $12,246 | $10,353 | $1,893 | $1,893 |
| 400 SHS CHURCH & DWIGHT CO INC | P | 2012-08-28 | 2013-09-19 | $24,493 | $22,232 | $2,261 | $2,261 |
| 200 SHS JOY GLOBAL INC | P | 2011-03-10 | 2013-09-19 | $10,720 | $18,950 | -$8,230 | -$8,230 |
| 1000 SHS CORNING INC | P | 2009-08-19 | 2013-10-23 | $16,674 | $16,009 | $665 | $665 |
| 300 SHS PHILLIP MORRIS INTERNATIONAL | P | 2013-08-20 | 2013-11-20 | $27,099 | $25,746 | $1,353 | $1,353 |
| 100 SHS SIMON PROPERTY GROUP INC | P | 2011-07-13 | 2013-11-20 | $15,145 | $12,625 | $2,520 | $2,520 |
| 400 SHS SCRIPPS NETWORKS INTERACTIVE | P | 2013-06-18 | 2013-12-24 | $33,279 | $27,557 | $5,722 | $5,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,074 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $75,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $690,756 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.108661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,254 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $733,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083485 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,109 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $769,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059960 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $636,296 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053686 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $838,821 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054065 | DistributionYr5Rt |
| Total Distribution | 0.359857 | TotalDistributionRt |
| Average Distribution | 0.071971 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $725,650 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $52,226 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $116 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $52,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $232 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $232 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $232 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M JOYCE BRUCE BROWN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7246586633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 MOONEY DRIVE | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16105 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT J BRUCE | ||||||||
| 510 SHENANGO STOP ROAD | NEW CASTLE | PA | 16101 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| M JOYCE BRUCE BROWN | ||||||||
| 241 MOONEY DRIVE | NEW CASTLE | PA | 16105 | SECRETARY/TREASURER | 1.00 | $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 | $691,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $736,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $736,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $725,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $232 | TotalTaxAmt |
| Distributable Before Adj | $36,051 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,051 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,051 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $48,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,051 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,225 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,859 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,860 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,784 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,440 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,051 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,249 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,689 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,225 | ExcessFromYear4Amt |
| Excess From Year3 | $7,859 | ExcessFromYear3Amt |
| Excess From Year2 | $24,860 | ExcessFromYear2Amt |
| Excess From Year1 | $40,784 | ExcessFromYear1Amt |
| Excess From Current Year | $12,249 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J BRUCE | ContributingManagerNm |
| Contributing Manager | M JOYCE BRUCE BROWN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS-BIG SISTERS | ||||||
| 332 HIGHLAND AVE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $100 |
| CHILDRENS HOSPITAL | ||||||
| 3705 FIFTH AVE | PITTSBURGH | PA | 15213 | NONPROFIT | GENERAL PURPOSES | $300 |
| CITY RESCUE MISSION | ||||||
| CROTON AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| ECONOMICS PA | ||||||
| 123 NORTH MARKET STREET | SELINSGROVE | PA | 17870 | NONPROFIT | GENERAL PURPOSES | $5,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 125 N JEFFERSON STREET | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $2,000 |
| HOYT INSTITUTE OF FINE ARTS | ||||||
| 124 EAST LEASURE AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | FOR FELLOWSHIP | $1,000 |
| JAMESON HEALTH CARE FOUNDATION | ||||||
| WILMINGTON AVENUE | NEW CASTLE | PA | 16105 | NONPROFIT HOSPITAL | CAPITAL CAMPAIGN | $10,000 |
| LARK ENTERPRISES | ||||||
| 315 GREEN RIDGE DRIVE | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COUNTY COMMUNITY FOUNDATION | ||||||
| 7 WEST STATE STREET SUITE 301 | SHARON | PA | 16146 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVENUE EXT | BUTLER | PA | 16001 | NONPROFIT | FOR FELLOWSHIP | $5,500 |
| NESHANNOCK FIRE DEPARTMENT | ||||||
| MITCHELL ROAD | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $50 |
| NEW CASTLE PLAYHOUSE | ||||||
| LONG AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| NEW CASTLE PUBLIC LIBRARY | ||||||
| 207 E NORTH ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NEW CASTLE YMCA | ||||||
| WEST WASHINGTON STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,200 |
| PITTSBURGH FOUNDATION JACK BUTZ HUMANITARIAN SCHOLARSHIP FUND | ||||||
| ONE PPG PLACE 30TH FLOOR | PITTSBURGH | PA | 15222 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $50 |
| SHENANGO COMMUNITY EDUCATION FOUNDATION | ||||||
| 2550 ELLWOOD ROAD | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SHENANGO FIRE DEPARTMENT | ||||||
| 2424 E WASHINGTON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $300 |
| THIRD PRESBYTERIAN CHURCH | ||||||
| 1315 EAST WASHINGTON AVENUE | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $9,000 |
| UNITED WAY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,700 |
| WESTMINSTER COLLEGE | ||||||
| MARKET STREET | NEW WILMINGTON | PA | 16142 | COLLEGE | GENERAL PURPOSES | $4,100 |
| WOMEN'S SHELTER RAPE CRISIS CENTER OF LAWRENCE CO | ||||||
| STATE STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,300 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,577 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,577 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC WEALTH MANAGEMENT | StockNm |
| EOY Book Value | $1,189,040 | EOYBookValueAmt |
| EOYFMV | $696,995 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER FEES | $28 | $0 | $0 |
| TAX PREP FEES | $1,765 | $0 | $0 |
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