THE COMMONS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE COMMONS FAMILY CHARITABLE TRUST (EIN 25-6448419)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-11
- IRS object ID
- 201120709349100202
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-11T11:41:52-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 JAMES HNATKOVICH TTEE | 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 6 | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 159012011 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES HNATKOVICH | Name |
| Title | TRUSTEE | Title |
| Phone | 8145362110 | Phone |
| Date Signed | 2011-03-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER SHRIFT | Name |
| Phone | 8142558400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1873062 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6735 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7272 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7272 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37466 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37466 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2438 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 268298 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2438 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 53911 | TotalRevenueAndExpenses |
| Total Net Investment Income | 47176 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 17470 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 17470 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1681 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2695 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 208 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22054 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17470 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 68507 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 68507 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90561 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17470 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68507 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -36650 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 29706 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 97742 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 98663 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 99103 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 199900 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 75000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 73511 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1477377 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1505465 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1595560 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 51392 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 110633 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 104888 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1826411 | TotalAssetsBOY |
| Total Assets EOY | 1789761 | TotalAssetsEOY |
| Total Assets EOYFMV | 1873062 | 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 | 1724022 | RetainedEarningsBOY |
| Retained Earnings EOY | 1687372 | RetainedEarningsEOY |
| Total Net Assets BOY | 1826411 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1789761 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1826411 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1789761 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1826411 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -36650 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1789761 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1789761 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 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 |
|---|---|---|---|---|---|---|---|
| 50,000 SHARES FEDERAL FARM CR BKS CONS DEB 2.95% | P | 2010-05-26 | 2010-09-03 | 50000 | 50000 | 0 | 0 |
| 16,666.67 SHARES FEDERAL HOME LOAN BANKS DEB 1.75% | P | 2009-12-28 | 2010-03-18 | 16667 | 16633 | 34 | 34 |
| 33,333.33 SHARES FEDERAL HOME LOAN BANKS DEB | P | 2009-12-28 | 2010-04-26 | 33333 | 33267 | 66 | 66 |
| 50,000 SHARES FEDERAL FARM CR BKS CONS DEB 2.90% | P | 2009-05-05 | 2010-05-19 | 50000 | 50000 | 0 | 0 |
| 100,000 SHARES FEDERAL HOME LOAN BANKS DEB 4.020% | P | 2008-08-26 | 2010-02-24 | 100000 | 100000 | 0 | 0 |
| 7,480.38 SHARES PECO ENGY 6.52 | P | 2001-02-21 | 2010-03-04 | 7480 | 7959 | -479 | -479 |
| 7519.62 SHARES PECO ENGY 6.52 | P | 2001-02-21 | 2010-09-01 | 7520 | 8001 | -481 | -481 |
| CAPITAL GAINS DIVIDENDS | P | 3298 | 3298 | 3298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2438 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52428 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1376016 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038101 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 53676 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1086008 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049425 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23235 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1177318 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019736 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 8000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 424680 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.018838 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 7000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 136362 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051334 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.177434 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035487 | AverageDistributionRatio |
| Net Noncharitable Assets | 1768636 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 62764 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 297 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 63061 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 68507 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 297 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 297 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 297 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 320 | TotalCreditsAndPayments |
| Overpayment | 23 | Overpayment |
| Amount Credited To Next Year | 23 | 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 | 1 | 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 | 0 | 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 | 1639231 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 156339 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1795570 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1795570 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26934 | CashDeemedCharitable |
| Net Noncharitable Assets | 1768636 | NetNoncharitableAssets |
| Minimum Investment Return | 88432 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 88432 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 297 | TaxBasedOnInvestmentIncome |
| Total Tax | 297 | TotalTax |
| Distributable Amount Before Adj | 88135 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 88135 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 88135 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68507 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 68507 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 297 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 68210 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 88135 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 68507 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 68507 | QualifyingDistributions |
| Applied To Year1 | 68507 | 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 | 88135 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| HASTINGS AREA FIRE DEPARTMENT | ||||||
| PO BOX 427 | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $6,995 |
| HASTINGS BOROUGH CIVIC FUND | ||||||
| 207-1 5TH AVENUE | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $21,534 |
| HASTINGS PUBLIC LIBRARY | ||||||
| 312 BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $6,994 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| SPRANGLER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $7,995 |
| PATTON UNITED PRESBYTERIAN CHURCH | ||||||
| 403 MAGEE AVENUE | PATTON | PA | 16668 | EXEMPT | UNRESTRICTED | $6,994 |
| SAINT BERNARDS CATHOLIC CHURCH | ||||||
| BEAVER STREET | HASTINGS | PA | 16646 | EXEMPT | UNRESTRICTED | $6,995 |
| SALVATION ARMY RED KETTLE FUND | ||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | EXEMPT | UNRESTRICTED | $7,000 |
| CLARION UNIVERSITY FBO ROBIN SODMONT SCHOLARSHIP AWARD | ||||||
| 840 WOOD STREET | CLARION | PA | 162141232 | EXEMPT | UNRESTRICTED | $2,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA FBO STEPHANIE ANNA - SCHOLARSHIP AWARD | ||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | EXEMPT | UNRESTRICTED | $1,000 |
| MOUNT ALOYSIUS COLLEGE FBO BRADLEY M MIKITKO -SCHOLARSHIP AWARD | ||||||
| 7373 ADMIRAL PEARY HIGHWAY | CRESSON | PA | 166301999 | EXEMPT | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 68507 | 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 | $7,272 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,466 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,438 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $47,176 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 47176 | 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 | DOROTHY M COMMONS ESTATE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST NATL TRUST CO 532 MAIN STREET | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 15901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 6735 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,695 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 110633 | EOYBookValue |
| EOYFMV | 104888 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS | 199487 | 203945 |
| MUTUAL FUNDS - FIXED | 531524 | 541186 |
| MUTUAL FUNDS - EQUITY | 374563 | 362004 |
| FOREIGN EQUITY | 399891 | 488425 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 75000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 73511 | 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 | $1,681 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL ESTIMATED TAX PAYMENTS | Description |
| Revenue And Expenses Per Books | 208 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DOROTHY COMMONS ESTATE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 532 MAIN STREET | AddressLine1 |
| City | JOHNSTOWN | City |
| State | PA | State |
| ZIP Code | 15901 | ZIPCode |
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