BETA

MUCK FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MUCK FAMILY FOUNDATION (EIN 36-4515100)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-08
IRS object ID
201432209349100023
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)
Return2014-08-08T14:49:06-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364515100EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MUCK FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMUCKBusinessNameControlTxt
Phone7244431533PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 JOHN ROEBLING WAYAddressLine1
CitySAXONBURGCity
StatePAState
ZIP Code16056ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN M MUCKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7244431533PhoneNum
Signature2014-07-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$899,987FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$31,068DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,068DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,898NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$32,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,898CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$80OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$49,046TotalRevAndExpnssAmt
Total Net Invst Incm$48,966TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,400AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$700TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$301,777OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$305,877TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$315,877TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$13,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$266,831ExcessRevenueOverExpensesAmt
Net Investment Income$48,966NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,902CashBOYAmt
Cash EOY$1,881CashEOYAmt
Cash EOYFMV$1,881CashEOYFMVAmt
Sav And Temp Cash Invst BOY$314SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$516SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$516SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,022,431CorporateStockBOYAmt
Corporate Stock EOY$785,601CorporateStockEOYAmt
Corporate Stock EOYFMV$897,590CorporateStockEOYFMVAmt
Total Assets BOY$1,024,647TotalAssetsBOYAmt
Total Assets EOY$787,998TotalAssetsEOYAmt
Total Assets EOYFMV$899,987TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$933,298CapitalStockBOYAmt
Capital Stock EOY$697,454CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$91,349RetainedEarningBOYAmt
Retained Earning EOY$90,544RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,024,647TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$787,998TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,024,647TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$787,998TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,024,647TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$266,831ExcessRevenueOverExpensesAmt
Other Increases$30,182OtherIncreasesAmt
Subtotal$787,998SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$787,998TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$15,018$14,225$793$793
CAPITAL GAINS DIVIDENDSP$17,105$17,105$17,105
FieldValueIRS element (for citing)
Capital Gain Net Income$17,898CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,766AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$752,926NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055472DistributionYr1Rt
Adjusted Qlfy Distri Yr2$28,977AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$744,567NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.038918DistributionYr2Rt
Adjusted Qlfy Distri Yr3$41,882AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$727,456NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.057573DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,299AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$630,147NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057604DistributionYr4Rt
Adjusted Qlfy Distri Yr5$37,997AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$749,495NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050697DistributionYr5Rt
Total Distribution0.260264TotalDistributionRt
Average Distribution0.052053AverageDistributionRt
Net Vl Noncharitable Assets$916,709NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$47,717AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$490NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,207AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$979InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$979SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$979TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,084EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,084TotalPaymentsAndCreditsAmt
Overpayment$105OverpaymentAmt
Applied To ES Tax$105AppliedToESTaxAmt
Refund$0RefundAmt

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 EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
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 AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEPHEN M MUCKBusinessNameLine1
FieldValueIRS element (for citing)
Phone7244431533PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 JOHN ROEBLING WAYAddressLine1
CitySAXONBURGCity
StatePAState
ZIP Code16056ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN M MUCK
1000 JOHN ROEBLING WAYSAXONBURGPA16056PRESIDENT/CHAIRMAN/TREASURER/DIRECTOR1.00$0$0$0
DEBORAH MUCK
1000 JOHN ROEBLING WAYSAXONBURGPA16056DIRECTOR1.00$0$0$0
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$926,324AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,345AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$930,669TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$930,669AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,960CashDeemedCharitableAmt
Net Vl Noncharitable Assets$916,709NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,835MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,835MinimumInvestmentReturnAmt
Tax Based On Investment Income$979TaxBasedOnInvestmentIncomeAmt
Total Tax$979TotalTaxAmt
Distributable Before Adj$44,856DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,856DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,856DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,856DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$13,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,400AppliedToCurrentYearAmt
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$31,456UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEPHEN M MUCKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEPHEN M MUCKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11000 JOHN ROEBLING WAYAddressLine1
CitySAXONBURGCity
StatePAState
ZIP Code16056ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7244431533RecipientPhoneNum
Form And Info And MaterialsTHERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON AWARDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PENN STATE UNIVERSITYBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 HAMMOND BUILDINGAddressLine1
CityUNIVERSITY PARKCity
StatePAState
ZIP Code16802ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KNOCH KNIGHTS LEGACIES FOUNDATION
328 KNOCH ROADSAXONBURGPA16056N/APCGENERAL SUPPORT$18,500
PENN STATE UNIVERSITY
101 HAMMOND BUILDINGUNIVERSITY PARKPA16802N/APCGENERAL SUPPORT$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$48,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,068ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,898ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
CLASS ACTION SETTLEMENT$68
MISCELLANEOUS INCOME$12

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$48,966ExclusionAmt
Related Or Exempt Function Incm$80RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,046TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11AALL REVENUE RECEIVED IS USED TO FURTHER THE ORGANIZATION'S EXEMPT
11BPURPOSE

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$3,400Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,400DisbursementsCharitablePrpsAmt

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeShort ExplanationShortExplanationTxtDissolutionDissolutionAmt
PHILIP AND PATRICIA MUCK CHARITABLE FOUNDATION
1602 BLACKBURN HEIGHTS DRIVESEWICKLEYPA151438626VARIOUS PUBLICLY TRADED SECURITIES - DISTRIBUTED ON 07/31/13$300,776
PHILIP AND PATRICIA MUCK CHARITABLE FOUNDATION
1602 BLACKBURN HEIGHTS DRIVESEWICKLEYPA151438626CASH - DISTRIBUTED ON 07/31/13$1,001

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
625.693 SHS ABBOTT LABORATORIES$12,693$23,983
640,627 SHS ABBVIE INC COM.$14,507$33,832
149 SHS AMGEN INC.$9,292$16,998
491,731 SHS COCA COLA CO.$12,524$20,313
819,479 SHS DUKE ENERGY CORP COM.$42,287$56,552
12 SHS FAIRPOINT COMMUNICATIONS INC.$106$0
215,48 SHS FRONTIER COMMUNICATIONS CORP.$1,604$1,002
135,745 SHS ISHARES RUSSELL 2000 ETF$9,949$15,660
703,697 SHS JOHNSON & JOHNSON$41,436$64,452
908,171 SHS PFIZER INC.$24,366$27,817
4,791.4 SHS PIMCO INCOME STRATEGY FUND$61,740$54,190
57.0356 SHS PNC FINL SVCS GROUP$37,786$4,425
772.823 SHS PROCTER & GAMBLE CO.$38,963$62,916
532.637 SHS SPECTRA ENERGY CORP COM.$11,467$18,973
759.971 SHS VERIZON COMMUNICATIONS$26,906$37,343
1,845,9 SHS ABERDEEN SELECT INTL EQUITY FUND$60,946$52,422
863,362 SHS CALAMOS GROWTTH$47,417$40,552
2,271.9 SHS DODGE & COX INTERNATL STOCK FUND$79,661$97,784
1,439.4 SHS FIDELILY ADVISOR SMALL$33,310$42,261
1,439.4 SHS T ROWE PRICE MID CAP VALUE$32,297$43,254
17,105.8 SHS PIMCO TOTAL RETURN INSTL$186,344$182,861

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990 -PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. ON JULY 31, 2013, THE MUCK FAMILY FOUNDATION MADE DISTRIBUTION OF ASSETS AND CASH FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTIONS REPRESENT 25.7% OF THE MUCK FAMILY FOUNDATION'S NET ASSETS AS OF JULY, 31, 2013 AS MEASURED BY FAIR MARKET VALUE. THE PHILIP & PATRICIA MUCK CHARITABLE FOUNDATION IS EXEMPT FROM TAXES UNDER IRC SEC. 501(C)(3) AND IS A PRIVATE NON-OPERATING FOUNDATION AS DEFINED IN IRC SEC 509(A). IT IS CONTROLLED INDECTLY BY THE MUCK FAMILY FOUNDATION THROUGH EFFECTIVE CONTROL WITHIN THE MEANING OF SECTION 1.507-3(A)(9)(I) OF THE REGULATIONS. THE DISTRIBUTIONS WERE MADE IN SATISFACTION OF THE SEPERATION OF THE DIRECTORS THAT CONTROLLED THE MUCK FAMILY FOUNDATION. THESE DIRECTORS ARE FATHER AND SON (ALONG WITH THEIR SPOUSES) AND NOT DISQUALIFED PERSONS AND DO NOT CONSITITUE THE ACTS OF SELF DEALING.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSUBSTANTIAL CONTRACTION TO THE PHILIP & PATRICIA MUCK CHARITABLE FOUNDATIONDesc
Revenue And Expenses Per Books$301,777RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
CLASS ACTION SETTLEMENT$68$68
MISCELLANEOUS INCOME$12$12

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionCOST TO FMV ADJUSTMENT ON SUBSTANTIAL CONTRACTIONDescription
Amount$30,182Amount

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAIDCategoryTxt
Amt$700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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