THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349100949
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T15:06:46-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251685380 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATANESE GROUP PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE STREET | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 159052737 | 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 | 256448419 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMONS FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O FNB WEALTH MANAGEMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 8145362110 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 MAIN STREET NO 7 | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 159012011 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICKI HARRIGER | Name |
| Title | TRUSTEE | Title |
| Phone | 8145362110 | Phone |
| Date Signed | 2013-05-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER SHRIFT | Name |
| PTIN | P00447832 | PTIN |
| Phone | 8142558400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1836613 | 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 |
| Interest On Savings Rev And Expnss | 10443 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10443 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 27319 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27319 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 23898 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 204682 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 23898 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 61660 | TotalRevenueAndExpenses |
| Total Net Investment Income | 61660 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 21524 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 21524 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1551 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1265 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1433 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 25773 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21524 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 92108 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 92108 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 117881 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21524 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 92108 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -56221 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 40136 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2573 | CashBOY |
| Cash EOY | 60 | CashEOY |
| Cash EOYFMV | 60 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 58306 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 75839 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 75928 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 24964 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1461518 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1427674 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1527964 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 238124 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 225691 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 232661 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1785485 | TotalAssetsBOY |
| Total Assets EOY | 1729264 | TotalAssetsEOY |
| Total Assets EOYFMV | 1836613 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 102389 | CapitalStockBOY |
| Capital Stock EOY | 102389 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1683096 | RetainedEarningsBOY |
| Retained Earnings EOY | 1626875 | RetainedEarningsEOY |
| Total Net Assets BOY | 1785485 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1729264 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1785485 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1729264 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1785485 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -56221 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1729264 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1729264 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 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 |
|---|---|---|---|---|---|---|---|
| LEHMAN BROS HLDGS INC NOTE 8.80% | P | 1995-02-22 | 2012-04-18 | 602 | 6669 | -6067 | -6067 |
| FEDERAL HOME LN MTG CORP MTNF 1.50% | P | 2011-10-07 | 2012-10-26 | 25000 | 24964 | 36 | 36 |
| NEUBERGER BERMAN INCOME FDS HI INCM INSTL #1820 | P | 2009-12-16 | 2012-12-04 | 7832 | 7313 | 519 | 519 |
| VANGUARD SHORT TERM BOND INDEX SIGNAL #1349 | P | 2009-12-16 | 2012-12-04 | 4797 | 4720 | 77 | 77 |
| VANGUARD SHORT TERM INVEST GRADE-ADMIRAL #539 | P | 2008-01-03 | 2012-12-04 | 20336 | 20000 | 336 | 336 |
| VANGUARD SHORT TERM INVEST GRADE-ADMIRAL #539 | P | 2008-05-13 | 2012-12-04 | 20567 | 20000 | 567 | 567 |
| VANGUARD SHORT TERM INVEST GRADE-ADMIRAL #539 | P | 2008-08-22 | 2012-12-04 | 10421 | 10000 | 421 | 421 |
| VANGUARD SHORT TERM INVEST GRADE-ADMIRAL #539 | P | 2007-02-28 | 2012-12-04 | 20971 | 20702 | 269 | 269 |
| ISHARES TR COHEN&ST RLTY | P | 2009-05-18 | 2012-12-12 | 9922 | 4820 | 5102 | 5102 |
| ISHARES TR DJ US TECH SEC | P | 2006-08-02 | 2012-12-12 | 4670 | 3008 | 1662 | 1662 |
| ISHARES TR DJ US TECH SEC | P | 2006-08-02 | 2012-12-12 | 11108 | 7156 | 3952 | 3952 |
| ISHARES TR DJ US TECH SEC | P | 2009-04-22 | 2012-12-12 | 3750 | 2142 | 1608 | 1608 |
| ISHARES TR DJ US TECH SEC | P | 2007-02-28 | 2012-12-12 | 1627 | 1239 | 388 | 388 |
| ISHARES TR DJ US TECH SEC | P | 2007-02-28 | 2012-12-12 | 3750 | 2855 | 895 | 895 |
| ISHARES TR DJ US TECH SEC | P | 2007-02-28 | 2012-12-12 | 10542 | 8027 | 2515 | 2515 |
| ISHARES TR DJ US TECH SEC | P | 2009-05-18 | 2012-12-12 | 4670 | 2734 | 1936 | 1936 |
| ISHARES TR DJ US TECH SEC | P | 2011-01-03 | 2012-12-12 | 566 | 522 | 44 | 44 |
| ISHARES TR DJ US TECH SEC | P | 2011-01-03 | 2012-12-12 | 15920 | 14675 | 1245 | 1245 |
| SELECT SECTOR SPDR TR SBI HEALTHCARE | P | 2006-08-02 | 2012-12-12 | 4091 | 3214 | 877 | 877 |
| SELECT SECTOR SPDR TR SBI CONS STPLS | P | 2006-08-02 | 2012-12-12 | 1798 | 1237 | 561 | 561 |
| SELECT SECTOR SPDR TR SBI CONS DISCR | P | 2009-04-22 | 2012-12-12 | 472 | 225 | 247 | 247 |
| SELECT SECTOR SPDR TR SBI CONS DISCR | P | 2007-02-28 | 2012-12-12 | 1888 | 1293 | 595 | 595 |
| SELECT SECTOR SPDR TR SBI INT-ENERGY | P | 2006-06-06 | 2012-12-12 | 7204 | 5455 | 1749 | 1749 |
| SELECT SECTOR SPDR TR SBI INT-FINL | P | 2006-06-06 | 2012-12-12 | 1429 | 2886 | -1457 | -1457 |
| SELECT SECTOR SPDR TR SBI INT-FINL | P | 2006-08-02 | 2012-12-12 | 177 | 364 | -187 | -187 |
| SELECT SECTOR SPDR TR SBI INT-INDS | P | 2006-08-02 | 2012-12-12 | 3773 | 3194 | 579 | 579 |
| SELECT SECTOR SPDR TR SBI INT-UTILS | P | 2006-08-02 | 2012-12-12 | 1415 | 1370 | 45 | 45 |
| CAPITAL GAINS DIVIDENDS | P | 5384 | 5384 | 5384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 23898 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 87263 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1859642 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046925 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 68210 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1768636 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038566 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 52428 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1376016 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.038101 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 53676 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1086008 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049425 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23235 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1177318 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019736 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.192753 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038551 | AverageDistributionRatio |
| Net Noncharitable Assets | 1875377 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 72298 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 401 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 72699 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 92108 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 401 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 401 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 401 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 880 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 880 | TotalCreditsAndPayments |
| Overpayment | 479 | Overpayment |
| Amount Credited To Next Year | 479 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | PETER SHRIFT CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8142558400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 STATE ST | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 15905 | 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 | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| FIRST NATIONAL BANK TRUST CO | ||||||||
| 111 WEST HIGH ST | EBENSBURG | PA | 15931 | TRUSTEE | 1.00 | 21524 | 0 | 0 |
| MARK E THOMAS | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| WENDALE H ROUTCH | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| FRED J GIBBONS | ||||||||
| 532 MAIN STREET | JOHNSTOWN | PA | 15901 | TRUSTEE | 0.00 | 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 | 1860257 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 43679 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1903936 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1903936 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28559 | CashDeemedCharitable |
| Net Noncharitable Assets | 1875377 | NetNoncharitableAssets |
| Minimum Investment Return | 93769 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93769 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 401 | TaxBasedOnInvestmentIncome |
| Total Tax | 401 | TotalTax |
| Distributable Amount Before Adj | 93368 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 93368 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 93368 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 92108 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 92108 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 401 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 91707 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 93368 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 92108 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 92108 | QualifyingDistributions |
| Applied To Year1 | 92108 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | 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 | 93368 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO ALYSHA PARZATKA - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| UNIVERSITY OF PITTSBURGH AT JOHNSTOWN FBO ROBERT J PIERCE - SCHOLARSHIP AWD | ||||||
| 450 SCHOOLHOUSE ROAD | JOHNSTOWN | PA | 15904 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| SAINT FRANCIS UNIVERSITY FBO MELISSA N ANNA - SCHOLARSHIP AWARD | ||||||
| 117 EVERGREEN DRIVE | LORETTO | PA | 15940 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| PENN STATE UNIVERSITY FBO NATALIE J BUKOWSKI - SCHOLARSHIP AWARD | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| PENN STATE UNIVERSITY FBO MARINDA A BERNARD - SCHOLARSHIP AWARD | ||||||
| 201 OLD MAIN | UNIVERSITY PARK | PA | 16802 | EXEMPT | ACADEMIC SCHOLARSHIP;LISTTOTAL 9683 | $1,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO KATY A PELES - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO STEPHANIE D ANNA - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| MOUNT ALOYSIUS COLLEGE FBO BRADLEY MIKITKO - SCHOLARSHIP AWARD | ||||||
| 7373 ADMIRAL PEARY HIGHWAY | CRESSON | PA | 16630 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| CLARION UNIVERSITY OF PA FBO ROBIN SODMONT - SCHOLARSHIP AWARD | ||||||
| 840 WOOD STREET | CLARION | PA | 16214 | EXEMPT | ACADEMIC SCHOLARSHIP | $1,000 |
| HASTINGS AREA PUBLIC LIBRARY | ||||||
| 312 BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $8,927 |
| HASTINGS BOROUGH | ||||||
| 207 5TH AVENUE | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $27,473 |
| PATTON UNITED PRESBYTERIAN CHURCH | ||||||
| 403 MAGEE AVENUE | PATTON | PA | 16668 | EXEMPT | UNRESTRICTED | $8,927 |
| HASTINGS AREA FIRE COMPANY | ||||||
| PO BOX 427 | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $8,927 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| SPANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $9,927 |
| ST BERNARDS CATHOLIC CHURCH | ||||||
| BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $8,927 |
| SALVATION ARMY RED KETTLE FUND | ||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | EXEMPT | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 92108 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,443 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27,319 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $23,898 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $61,660 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 61660 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,265 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 125691 | 132563 |
| CORPORATE BONDS AND NOTES - STEP UP | 100000 | 100098 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS | 28032 | 29753 |
| MUTUAL FUNDS - FIXED | 567901 | 585520 |
| MUTUAL FUNDS - EQUITY | 28348 | 20559 |
| FOREIGN EQUITY | 803393 | 892132 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | Category |
| Amount | $1,551 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 FEDERAL TAX | $553 | 0 | 0 |
| 2012 ESTIMATED PAYMENTS | $880 | 0 | 0 |
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