J BOWMAN PROPER CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- J BOWMAN PROPER CHARITABLE TRUST (EIN 25-1670828)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2013-12-15
- IRS object ID
- 201303509349100010
- Schema version
- 2012v2.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-15T11:29:24-06:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251670828 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J BOWMAN PROPER CHARITABLE TRUST PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JBOW | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY VARNER | Name |
| Title | OFFICER | Title |
| Phone | 8006228036 | Phone |
| Date Signed | 2013-12-16 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2304817 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 52129 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 52129 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 126407 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 684834 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 126407 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 42 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 42 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 178578 | TotalRevenueAndExpenses |
| Total Net Investment Income | 178578 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 25533 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 12766 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 12767 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2834 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 13 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 42 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 42 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 28409 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12821 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12767 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 76674 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 76674 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 105083 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12821 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 89441 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 73495 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 165757 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 58275 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 52031 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 52031 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1814294 | InvestmentsOtherBOY |
| Investments Other EOY | 1896033 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2252786 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1872569 | TotalAssetsBOY |
| Total Assets EOY | 1948064 | TotalAssetsEOY |
| Total Assets EOYFMV | 2304817 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1872569 | CapitalStockBOY |
| Capital Stock EOY | 1948064 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1872569 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1948064 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1872569 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1948064 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1872569 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 73495 | ExcessOfRevenueOverExpenses |
| Other Increases | 2000 | OtherIncreases |
| Subtotal | 1948064 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1948064 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | 682208 | 558427 | 123781 | 123781 |
| CAPITAL GAINS DIVIDENDS | P | 2626 | 2626 | 2626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 126407 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 88488 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2065245 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042846 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 144250 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2110290 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068356 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 114135 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1971657 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.057888 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 81942 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1758756 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046591 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146978 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2529729 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058100 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.273781 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054756 | AverageDistributionRatio |
| Net Noncharitable Assets | 2197700 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 120337 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1658 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 121995 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 89441 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3315 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3315 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3315 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2200 | TotalCreditsAndPayments |
| Tax Due | 1115 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.PNC.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 25533 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2231168 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2231168 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2231168 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33468 | CashDeemedCharitable |
| Net Noncharitable Assets | 2197700 | NetNoncharitableAssets |
| Minimum Investment Return | 109885 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 109885 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3315 | TaxBasedOnInvestmentIncome |
| Total Tax | 3315 | TotalTax |
| Distributable Amount Before Adj | 106570 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 2000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 108570 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 108570 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 89441 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 89441 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89441 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 108570 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 16940 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 89441 | QualifyingDistributions |
| Applied To Year1 | 16940 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 72501 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 36069 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN MONTOYA CO PNC BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVE 7TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4127688538 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION MUST BE SUBMITTED | FormAndInfoAndMaterials |
| Submission Deadlines | MAY 1ST AND NOVEMBER 1ST | SubmissionDeadlines |
| Restrictions On Awards | NON-PROFIT ORGANIZATION WITH 501(C)(3) STATUS SERVING FOREST COUNTY AND MUST NEED FUNDING FOR PROGRAMS OR PROJECTS THAT WILL BENEFIT RESIDENTS OF FOREST COUNTY. SEE APPLICATION FOR ADDITIONAL REQUIREMENTS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FOREST COUNTY INDUSTRIAL DEVELOPMENT CORPORATION | |||||||
| PO BOX 426 | TIONESTA | PA | 16365 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| BRIDGE BUILDERS COMMUNITY | |||||||
| PO BOX 374 | OIL CITY | PA | 16301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,090 |
| FOREST COUNTY HISTORICAL SOCIETY | |||||||
| 206 ELM STREET | TIONESTA | PA | 16353 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 |
| FOCUS ON FOREST'S FUTURE INC | |||||||
| 613 ELM STREET | TIONESTA | PA | 16353 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $22,000 |
| TITUSVILLE AREA HEALTH CENTER | |||||||
| 406 W OAK STREET | TITUSVILLE | PA | 16354 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| OIL REGION ALLIANCE OF BUSINESS | |||||||
| 217 ELM STREET | OIL CITY | PA | 16301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $14,084 |
| TIONESTA PRESBYTERIAN CHURCH | |||||||
| 219 ELM STREET PO BOX 119 | TIONESTA | PA | 16353 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $13,500 |
| WEST HICKORY UNITED METHODIST CHURCH | |||||||
| PO BOX 31 3509 MAIN STREET | HICKORY | PA | 16370 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| MT ZION EVENGELICAL LUTHERAN CHURCH | |||||||
| 2048 GERMAN HILL ROAD | TIONESTA | PA | 16353 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| WEST FOREST FCCLA | |||||||
| 22318 ROUTE 62 BOX 15 | TIONESTA | PA | 16353 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 76674 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $52,129 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $42 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $126,407 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $178,578 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 178578 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIXED INCOME | AT COST | 1146237 | 1507667 |
| EQUITIES | AT COST | 642421 | 651214 |
| OTHER | AT COST | 107375 | 93905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION FILING FEE | Description |
| Revenue And Expenses Per Books | 42 | RevenueAndExpensesPerBooks |
| Net Investment Income | 42 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROCEEDS ON CLASS ACTION | Description |
| Revenue And Expenses Per Books | 42 | RevenueAndExpensesPerBooks |
| Net Investment Income | 42 | NetInvestmentIncome |
| Adjusted Net Income | 42 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECOVERY OF PRIOR YR DISTRIBUTIONS | Description |
| Amount | $2,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRIOR YEAR TAX BALANCE DUE | $621 | 0 | 0 |
| ESTIMATED TAX PAID | $2,200 | 0 | 0 |
| FOREIGN TAXES PAID | $13 | 13 | 0 |
Comments