EDWIN HODGE JR TRUST UA 07-29-81 FBO EMMA CLYDE HODGE 39510-0: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN HODGE JR TRUST UA 07-29-81 FBO EMMA CLYDE HODGE 39510-0 (EIN 25-6227653)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-09-09
- IRS object ID
- 201422529349100002
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-09T10:26:23-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256227653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMMA CLYDE HODGE MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HODG | BusinessNameControlTxt |
| Phone | 4127685898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK 620 LIBERTY AVENUE NO | AddressLine1 |
| Address Line2 | 10 FL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DALE KOHSER | PersonNm |
| Person Title | ASSISTANT VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127685898 | PhoneNum |
| Signature | 2014-09-09 | SignatureDt |
| 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 | $10,675,236 | 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 | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,851 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,851 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $513,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,801,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $536,843 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,015 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $722,671 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $729,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,958 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,218 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,740 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,043 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $276 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,740 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,090 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $184,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $678,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $170,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,896 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,918 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,322 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,837,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,364,898 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,561,011 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,316,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,076,374 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,042,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,328,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,513,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,675,236 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,193,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,318,226 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $135,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $195,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,328,670 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,513,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,328,670 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,513,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,328,670 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $184,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,513,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,513,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $2,712,155 | $2,264,785 | $447,370 | $447,370 | |
| CLASS ACTION SETTLEMENTS | $65 | $50 | $15 | $15 | P |
| CAPITAL GAINS DIVIDENDS | $89,458 | $89,458 | $89,458 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $536,843 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $437,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,355,633 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046796 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $435,512 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,931,375 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048762 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $409,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,953,112 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045775 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $391,239 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,320,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047019 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $496,455 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,835,481 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063360 | DistributionYr5Rt |
| Total Distribution | 0.251712 | TotalDistributionRt |
| Average Distribution | 0.050342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,038,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $505,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,787 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $512,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $472,090 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,415 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127685898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 14.00 | $66,958 | $0 | $0 |
| EMMA SAROSDY | ||||||||
| 150 MOORINGS PARK DRIVE K505 | NAPLES | FL | 34105 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE GORDON EARLE | ||||||||
| 41 KNOWLES AVENUE | WESTERLY | RI | 02891 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| L VAN V DAULER JR | ||||||||
| 320 FORT DUQUESNE BLVE APT 25C | PITTSBURGH | PA | 15222 | CO-TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,191,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,191,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,191,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,038,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,575 | TotalTaxAmt |
| Distributable Before Adj | $488,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $16,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $504,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $504,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,090 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $472,090 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $472,090 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $439,348 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $472,090 | QualifyingDistributionsAmt |
| Applied To Year1 | $439,348 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,742 | 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 | $471,626 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 17TH AND D STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $10,000 |
| AVOW HOSPICE | |||||||
| 1095 WHIPPORWILL LANE | NAPLES | FL | 34105 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $7,000 |
| BASCOMB-PALMER EYE INSTITUTE | |||||||
| PO BOX 016880 | MIAMI | FL | 331019827 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $76,000 |
| CONEMAUGH HEALTH FDN | |||||||
| 1086 FRANKLIN STREET | JOHNSTOWN | PA | 15905 | NONE | PUBLIC CHARITY | TO BE USED FOR THE ENDOWMENT CAMPAIGN | $4,000 |
| DAVIDSON COLLEGE | |||||||
| PO BOX 1587 | DAVIDSON | NC | 280361587 | NONE | PUBLIC CHARITY | TO BE USED FOR THE ENDOWED BOOK FUND ESTABLISHED BY CABOT EARLE | $1,500 |
| ELIZABETH BUFFUM CHASE HOUSE | |||||||
| PO BOX 9476 | WARICK | RI | 02889 | NONE | PUBLIC CHARITY | $2,000 TO BE USED TO SUPPORT THE LEGAL ADVOCACY PROGRAM; $5,000 FOR THE GENERAL USE OF THE ORGANIZATION | $7,000 |
| FEDERATION FOR IMMIGRATION | |||||||
| PO BOX 96452 | WASHINGTON | DC | 200077251 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $25,450 |
| FEE | |||||||
| 30 S BROADWAY | IRRINGTON ON THE HUDSO | NY | 10053 | NONE | PUBLIC CHARITY | TO SUPPORT THE STUDENT SUMMER SEMINARS | $5,500 |
| FESTIVAL BALLET PROVIDENCE | |||||||
| 825 HOPE STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $4,000 |
| KELLY-STRAHORN THEATRE | |||||||
| 5941 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $1,250 |
| KENT SCHOOL | |||||||
| PO BOX 2006 | KENT | CT | 06757 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE SCHOOL | $5,000 |
| LEADERSHIP PITTSBURGH INC | |||||||
| 535 SMITHFIELD ST SUITE 1125 | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $650 |
| LIGONIER VALLEY LIBRARY | |||||||
| 120 W MAIN STREET | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $4,800 |
| LIGONIER VALLEY YMCA | |||||||
| 110 CHURCH STREET | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | FOR THE YOUTH SUMMER CAMP SPORTS, AGES 6-14 | $8,500 |
| LITERACY VOLUNTEERS | |||||||
| 249 HIGHLAND AVENUE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $3,500 |
| MIDDLEBURY COLLEGE | |||||||
| 131 SOUTH MAIN STREET | MIDDLEBURY | VT | 05753 | NONE | PUBLIC CHARITY | FOR THE SUPPORT OF THE MAINZ GERMANY PROGRAM | $4,000 |
| MOORINGS PARK FOUNDATION | |||||||
| 120 MOORINGS PARK DRIVE | NAPLES | FL | 34105 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $5,000 |
| MORRISTOWN MEMORIAL HOSPITAL | |||||||
| 100 MADISON AVE SUITE 305 | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $7,000 |
| MOSES BROWN SCHOOL | |||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | $5,000 FOR THE NAT EARLE SCHOLARSHIP FUND;$10,000 FOR THE MOSES BROWN FUND | $15,000 |
| PITTSBURGH GLASS CENTER | |||||||
| 5472 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | TO PURCHASE STUDIO STOOLS, ENERGY EFFICIENT LIGHTING AND WEBSITE REBUILD | $38,000 |
| PITTSBURGH PUBLIC THEATER | |||||||
| 621 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | $25,000 SPONSORSHIP OF PLAY; $5,000 BOARD CONTRIBUTION; $8,000 TO BE DECIDED BY V.R.DAULER | $38,000 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | TO SUPPORT THE INSTALLATION OF HEARING LOOP INSIDE HEINZ HALL | $38,000 |
| PLANNED PARENTHOOD OF COLLIER | |||||||
| 1425 CREECH ROAD | NAPLES | FL | 34103 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $8,000 |
| POWDER MILL NATURE RESERVE | |||||||
| 1847 ROUTE 381 | RECTOR | PA | 15677 | NONE | PUBLIC CHARITY | TO SUPPORT SUMMER INTERNS IN THE EDUCATION DEPARTMENT | $5,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $10,000 |
| SAVE THE BAY | |||||||
| 434 SMITH STREET | PROVIDENCE | RI | 029083770 | NONE | PUBLIC CHARITY | $5,000 FOR THE ASA MESSER PROGRAM; $2,000 FOR THE ANNUAL FUND | $7,000 |
| SHADYSIDE HOSPITAL FOUNDATION | |||||||
| 532 S AIKEN AVENUE | PITTSBURGH | PA | 15232 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $7,450 |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $10,000 |
| SOUTHERN ALLEGHENIES MUSEUM OF ART AT LIGONIER VALLEY | |||||||
| ONE BOUCHER LANE RT 711 SO | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | FOR THE SPECIFIC SUPPORT OF THE MAY 2ND EXHIBIT SCRAP REDEFINED: WORKS BY MEI GREER AND RONALD NIGRO. | $5,000 |
| ST MATTHEWS HOUSE | |||||||
| 2001 AIRPORT-PULLING ROAD S | NAPLES | FL | 341124814 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $6,000 |
| ST MICHAEL'S OF THE VALLEY | |||||||
| C/O JAMES SIMON BOX 336 | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $1,000 |
| TAFT SCHOOL | |||||||
| 110 WOODBERRY ROAD | WATERTOWN | CT | 06795 | NONE | PUBLIC CHARITY | $5,000 FOR THE JOHN SMALL CHAIR | $5,000 |
| THIEL COLLEGE | |||||||
| RUTH HALL | GREENVILLE | PA | 161252181 | NONE | PUBLIC CHARITY | FOR THE FORMATION OF THE DR EDWIN HODGE, JR INSTITUTE FOR LEARNING | $20,000 |
| UNITED CEREBRAL PALSY OF SOUTHERN ALLEGHENIES | |||||||
| 119 JARI DRIVE | JOHNSTOWN | PA | 15904 | NONE | PUBLIC CHARITY | TO BENEFITS ADULTS WITH CP IN MEMORY OF RACHEL JANE GORDON | $4,000 |
| UPMC CANCER CENTERS | |||||||
| 3600 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | FOR DR HERBERT ZEH'S PANCREATIC RESEARCH | $20,000 |
| US ENGLISH FOUNDATION | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 1050 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $5,000 |
| VALLEY SCHOOL OF LIGONIER | |||||||
| 153 LUPINE LANE | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $1,000 |
| VMI | |||||||
| PO BOX 932 | LEXINGTON | VA | 244500932 | NONE | PUBLIC CHARITY | FOR THE SCHOLARSHIP ENDOWMENT IN MEMORY OF EDWIN HODGE, JR CLASS OF 1910 | $20,000 |
| WESTERLY COLLEGE CLUB | |||||||
| P O BOX 1342 | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | FOR THE CHALLENGE GRANT | $2,000 |
| WESTERLY HOSPITAL FOUNDATION | |||||||
| 25 WELLS STREET | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $1,000 |
| WESTERLY LAND TRUST | |||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $2,500 |
| WESTERN PA SCHOOL FOR BLIND | |||||||
| 201 N BELLEFIELD AVENUE | PITTSBURGH | PA | 15213 | NONE | PUBLIC CHARITY | FOR THE ANNUAL FUND | $5,000 |
| WORLD AFFAIRS COUNCIL OF PGH | |||||||
| 500 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | FOR THE GENERAL USE OF THE ORGANIZATION | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOP PAYMENT ON CHECK #346380 | Desc |
| Related Or Exempt Function Incm | $16,000 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,851 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $513,767 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $706,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $722,671 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | STOP PAYMENT ON CHECK #00346380, DTD 4/22/2013, BASCOM PALMER EYE INST | RelationshipStatementTxt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $3,364,898 | EOYBookValueAmt |
| EOYFMV | $4,561,011 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,322 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,328 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - EQUITY | AT COST | $2,367,756 | $3,252,432 |
| MUTUAL FUNDS - FIXED | AT COST | $2,708,618 | $2,789,569 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT MAINTENANCE FEES | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| STOP PAYMENT ON CHECK #346380 | $16,000 | $16,000 |
| CLASS ACTION PROCEEDS | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BALANCE OF FEDERAL EXCISE TAX PAID Y/E 6/30/13 | $2,607 | $0 | $0 |
| ESTIMATED EXCISE TAX PAID Y/E 6/30/14 | $12,160 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $276 | $276 | $0 |