RICHARD H HODGSON TRUST NO 23081-0: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RICHARD H HODGSON TRUST NO 23081-0 (EIN 52-6192240)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-26
IRS object ID
201311169349100201
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-04-26T07:11:37-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN526192240EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RICHARD H HODGSON ITEM 6(1)BusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHODGNameControl
Phone4127623792Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PNC BANK 620 LIBERTY AVENUE NOAddressLine1
Address Line210THFLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDALE W KOHSERName
TitleASSISTANT VICE PRESIDENTTitle
Phone4127623792Phone
Date Signed2013-04-26DateSigned
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
NECTXNECT
FMV Assets EOY802043FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss21217DividendsRevAndExpnss
Dividends Net Invst Incm21217DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-27869NetGainSaleAssetsRevAndExpnss
Gross Sales Price191025GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses-6649TotalRevenueAndExpenses
Total Net Investment Income21220TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss4059CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm3653CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps406CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps700AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss363TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss5122TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm3653TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1106TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss38587ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps38587ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss43709TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm3653TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps39693TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-50358ExcessOfRevenueOverExpenses
Net Investment Income17567NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY8008SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY28829SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV28829SavingsAndTempCashInvstEOYFMV
Investments Other BOY958875InvestmentsOtherBOY
Investments Other EOY887696InvestmentsOtherEOY
Investments Other EOYFMV773214InvestmentsOtherEOYFMV
Total Assets BOY966883TotalAssetsBOY
Total Assets EOY916525TotalAssetsEOY
Total Assets EOYFMV802043TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY965638CapitalStockBOY
Capital Stock EOY915321CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1245RetainedEarningsBOY
Retained Earnings EOY1204RetainedEarningsEOY
Total Net Assets BOY966883TotalNetAssetsBOY
Total Net Assets EOY916525TotalNetAssetsEOY
Total Liabilities Net Assets BOY966883TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY916525TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY966883TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-50358ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal916525Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY916525TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
SALES OF PUBLICLY TRADED SECURITIES187998222430-34432-34432
CAPITAL GAINS DIVIDENDS302730273027P
FieldValueIRS element (for citing)
Capital Gain Net Income-31405CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year137258QualifyingDistributionsYear1
Noncharitable Assets Year1796764NoncharitableAssetsYear1
Distribution Ratio Year10.046762DistributionRatioYear1
Qualifying Distributions Year226238QualifyingDistributionsYear2
Noncharitable Assets Year2748386NoncharitableAssetsYear2
Distribution Ratio Year20.035059DistributionRatioYear2
Qualifying Distributions Year320911QualifyingDistributionsYear3
Noncharitable Assets Year3682167NoncharitableAssetsYear3
Distribution Ratio Year30.030654DistributionRatioYear3
Qualifying Distributions Year425579QualifyingDistributionsYear4
Noncharitable Assets Year4777106NoncharitableAssetsYear4
Distribution Ratio Year40.032916DistributionRatioYear4
Total Distribution Ratio0.145391TotalDistributionRatio
Average Distribution Ratio0.036348AverageDistributionRatio
Net Noncharitable Assets792100NetNoncharitableAssets
Adjusted Noncharitable Assets28791AdjustedNoncharitableAssets
One Percent Net Investment Income176OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One28967AdjNonchrtblAssetsAndOnePct
Qualifying Distributions39693QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax176InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal176Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income176TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment280EstTaxPaymentsAndOverpayment
Total Credits And Payments280TotalCreditsAndPayments
Overpayment104Overpayment
Amount Credited To Next Year100AmountCreditedToNextYear
Amount To Be Refunded4AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMDStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number4127623792BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041XNECTFilingInLieuOFForm1041
Tax Exempt Interest Received0TaxExemptInterestReceived
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NamePNC BANK NAPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position1.00AvgHoursPerWkDevotedToPosition
Compensation4059Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities804162AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets804162TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets804162AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable12062CashDeemedCharitable
Net Noncharitable Assets792100NetNoncharitableAssets
Minimum Investment Return39605MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return39605MinimumInvestmentReturn
Tax Based On Investment Income176TaxBasedOnInvestmentIncome
Total Tax176TotalTax
Distributable Amount Before Adj39429DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded39429DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted39429DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions39693ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions39693QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm176OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions39517AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted39429DistributableAmountAsAdjusted
Undistributed Income Prior Year38587UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions39693QualifyingDistributions
Applied To Year138587AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1106AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY38323UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
OLD GREEN HILL EPISCOPAL CHURCH
5480 CATCHPENNY ROADQUANTICOMD21856NONEPUBLIC CHARITYGENERAL CARE AND UPKEEP OF CHURCH$1,929
ST ALBANS EPISCOPAL CHURCH
302 ST ALBANS DRIVESALISBURYMD21804NONEPUBLIC CHARITYGENERAL IMPROVEMENTS TO CHURCH PROPERTY$28,940
ST PAULS EPISCOPAL CHURCH
PO BOX 28HEBRONMD21830NONEPUBLIC CHARITYGENERAL CARE AND UPKEEP OF CHURCH$1,930
ST PETERS EPISCOPAL CHURCH
115 ST PETERS STREETSALISBURYMD21801NONEPUBLIC CHARITYGENERAL CARE, UPKEEP AND PROPERTY IMPROVEMENTS$3,859
ST PHILIPS EPISCOPAL CHURCH
PO BOX 0092QUANTICOMD21856NONEPUBLIC CHARITYGENERAL CARE AND UPKEEP OF CHURCH$1,929
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year38587TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$21,217ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$27,869ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion-$6,649ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-6649TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategory
Amount$700Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps700DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
MUTUAL FUNDS FIXEDAT COST285792296077
MUTUAL FUNDS EQUITYAT COST601904477137

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
2012 FEDERAL EXCISE ESTIMATED TAX$28000
2011 BALANCE OF FEDERAL EXCISE TAX PAID$8300

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