BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-02
- IRS object ID
- 201322759349100502
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-02T07:40:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250988255 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARBIS WALKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2599 WILMINGTON ROAD | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232892817 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRUC | NameControl |
| Phone | 7246589866 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 CASS STREET | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M JOYCE BRUCE BROWN | Name |
| Title | TREASURER | Title |
| Phone | 7246586633 | Phone |
| Date Signed | 2013-08-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES M MALLICK CPA | Name |
| PTIN | P00674884 | PTIN |
| Phone | 7246581565 | Phone |
| Date Prepared | 2013-08-22 | DatePrepared |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 715125 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 12038 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12038 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1189 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 467134 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1189 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 23227 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13227 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 154 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 27 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 181 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75190 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75190 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 75371 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 75190 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52144 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 13227 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5408 | CashBOY |
| Cash EOY | 8036 | CashEOY |
| Cash EOYFMV | 8036 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 8674 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 20449 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 20449 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1355384 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1288837 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 686640 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1369466 | TotalAssetsBOY |
| Total Assets EOY | 1317322 | TotalAssetsEOY |
| Total Assets EOYFMV | 715125 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | -57 | CapitalStockBOY |
| Capital Stock EOY | -57 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1369523 | RetainedEarningsBOY |
| Retained Earnings EOY | 1317379 | RetainedEarningsEOY |
| Total Net Assets BOY | 1369466 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1317322 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1369466 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1317322 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1369466 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52144 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1317322 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1317322 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 SHS CATERPILLAR INC | P | 2011-09-27 | 2012-01-12 | 20087 | 15836 | 4251 | 4251 |
| 500 SHS UNITEDHEALTH GROUP INC | P | 2006-12-11 | 2012-04-03 | 29291 | 27958 | 1333 | 1333 |
| 500 SHS UNITEDHEALTH GROUP INC | P | 2006-12-11 | 2012-04-18 | 28276 | 27958 | 318 | 318 |
| 3,000 SHS AES CORP | P | 2008-08-06 | 2012-02-16 | 40647 | 47206 | -6559 | -6559 |
| 300 SHS CATERPILLAR INC | P | 2010-12-28 | 2012-01-12 | 30131 | 28491 | 1640 | 1640 |
| 1,000 SHS CORNING INC | P | 2007-05-23 | 2012-10-15 | 12784 | 22099 | -9315 | -9315 |
| 100 SHS COSTCO WHOLESALE CORP | P | 2011-03-28 | 2012-06-19 | 9061 | 7250 | 1811 | 1811 |
| 300 SHS COSTCO WHOLESALE CORP | P | 2011-03-28 | 2012-08-20 | 28448 | 21751 | 6697 | 6697 |
| 300 SHS CUMMINS INC | P | 2011-11-22 | 2012-11-19 | 29258 | 27051 | 2207 | 2207 |
| 500 SHS EDWARDS LIFESCIENCES CORP | P | 2012-01-26 | 2012-04-25 | 40326 | 37642 | 2684 | 2684 |
| 500 SHS FAMILY DOLLAR STORES INC | P | 2011-06-13 | 2012-07-13 | 33239 | 26865 | 6374 | 6374 |
| 700 SHS FREEPORT MCMORAN COPPER & GOLD INC | P | 2010-01-22 | 2012-11-19 | 26303 | 25541 | 762 | 762 |
| 700 SHS GARMIN LTD | P | 2008-02-21 | 2012-12-26 | 26624 | 47696 | -21072 | -21072 |
| 1,000 SHS HUNTSMAN CORP | P | 2011-09-27 | 2012-06-19 | 12883 | 10799 | 2084 | 2084 |
| 1,000 SHS HUNTSMAN CORP | P | 2011-09-27 | 2012-09-18 | 15440 | 10799 | 4641 | 4641 |
| 1,000 SHS LOWES COMPANIES | P | 2010-11-23 | 2012-09-20 | 29511 | 22493 | 7018 | 7018 |
| 1,000 SHS MENS WAREHOUSE INC | P | 2012-03-06 | 2012-03-26 | 39621 | 39007 | 614 | 614 |
| 500 SHS MENS WAREHOUSE INC | P | 2007-11-30 | 2012-12-18 | 15204 | 19503 | -4299 | -4299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1189 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 61254 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 733717 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.083485 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 46109 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 769001 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059960 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 34160 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 636296 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053686 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 45351 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 838821 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.054065 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56474 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1324378 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042642 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.293838 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058768 | AverageDistributionRatio |
| Net Noncharitable Assets | 690756 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40594 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 132 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40726 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 75190 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 132 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 132 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 132 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 132 | 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 | 0 | 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 | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M JOYCE BRUCE BROWN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7246586633 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 MOONEY DRIVE | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT J BRUCE | ||||||||
| 510 SHENANGO STOP ROAD | NEW CASTLE | PA | 16101 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| M JOYCE BRUCE BROWN | ||||||||
| 241 MOONEY DRIVE | NEW CASTLE | PA | 16105 | SECRETARY/TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 686713 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14562 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 701275 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 701275 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10519 | CashDeemedCharitable |
| Net Noncharitable Assets | 690756 | NetNoncharitableAssets |
| Minimum Investment Return | 34538 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34538 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 132 | TaxBasedOnInvestmentIncome |
| Total Tax | 132 | TotalTax |
| Distributable Amount Before Adj | 34406 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 34406 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 34406 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 75190 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 75190 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 132 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 75058 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34406 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 3712 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3225 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7859 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 24860 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 39656 | TotalExcessDistriCarryover |
| Qualifying Distributions | 75190 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 34406 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 40784 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 80440 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 80440 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3712 | ExcessFromYear4 |
| Excess From Year3 | 3225 | ExcessFromYear3 |
| Excess From Year2 | 7859 | ExcessFromYear2 |
| Excess From Year1 | 24860 | ExcessFromYear1 |
| Excess From Current Year | 40784 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT J BRUCE | ContributingManager |
| Contributing Manager | M JOYCE BRUCE BROWN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEARCH | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONPROFIT | GENERAL PURPOSES | $50 |
| CHILDRENS HOSPITAL | ||||||
| 3705 FIFTH AVE | PITTSBURGH | PA | 15213 | NONPROFIT | GENERAL PURPOSES | $300 |
| CITY RESCUE MISSION | ||||||
| CROTON AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| ECONOMICS PA | ||||||
| 123 NORTH MARKET STREET | SELINSGROVE | PA | 17870 | NONPROFIT | GENERAL PURPOSES | $20,000 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 125 N JEFFERSON STREET | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $11,000 |
| HOYT INSTITUTE OF FINE ARTS | ||||||
| 124 EAST LEASURE AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | FOR FELLOWSHIP | $1,000 |
| JAMESON HEALTH CARE FOUNDATION | ||||||
| WILMINGTON AVENUE | NEW CASTLE | PA | 16105 | NONPROFIT HOSPITAL | CAPITAL CAMPAIGN | $15,000 |
| LARK ENTERPRISES | ||||||
| 315 GREEN RIDGE DRIVE | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVENUE EXT | BUTLER | PA | 16001 | NONPROFIT | FOR FELLOWSHIP | $5,540 |
| NESHANNOCK FIRE DEPARTMENT | ||||||
| MITCHELL ROAD | NEW CASTLE | PA | 16105 | NONPROFIT | GENERAL PURPOSES | $50 |
| NEW CASTLE PLAYHOUSE | ||||||
| LONG AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $500 |
| NEW CASTLE PUBLIC LIBRARY | ||||||
| 207 E NORTH ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| NEW CASTLE YMCA | ||||||
| WEST WASHINGTON STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,200 |
| PITTSBURGH FOUNDATION JACK BUTZ HUMANITARIAN SCHOLARSHIP FUND | ||||||
| ONE PPG PLACE 30TH FLOOR | PITTSBURGH | PA | 15222 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $50 |
| SHENANGO FIRE DEPARTMENT | ||||||
| 2424 E WASHINGTON ST | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $300 |
| THIRD PRESBYTERIAN CHURCH | ||||||
| 1315 EAST WASHINGTON AVENUE | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $9,000 |
| UNITED WAY | ||||||
| 223 NORTH MERCER STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,700 |
| WESTMINSTER COLLEGE | ||||||
| MARKET STREET | NEW WILMINGTON | PA | 16142 | COLLEGE | FOR FELLOWSHIP | $4,000 |
| WOMEN'S SHELTER RAPE CRISIS CENTER OF LAWRENCE CO | ||||||
| STATE STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75190 | 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 | $12,038 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,189 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $13,227 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 13227 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JUSTIN L BRUCE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 193 CAMBRIDGE WAY | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | RBC WEALTH MANAGEMENT | NameOfStock |
| EOY Book Value | 1288837 | EOYBookValue |
| EOYFMV | 686640 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER FEES | Description |
| Revenue And Expenses Per Books | 27 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $154 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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