EDWIN HODGE JR TRUST UA 07-29-81 FBO EMMA CLYDE HODGE 39510-0: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN HODGE JR TRUST UA 07-29-81 FBO EMMA CLYDE HODGE 39510-0 (EIN 25-6227653)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-03
- IRS object ID
- 201123079349100602
- Schema version
- 2010v3.4
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-03T11:38:37-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256227653 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMMA CLYDE HODGE MEMORIAL FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HODG | NameControl |
| Phone | 4127628891 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PNC BANK 620 LIBERTY AVENUE NO | AddressLine1 |
| Address Line2 | 10THFL | AddressLine2 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE KOHSER | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 4127628891 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9304380 | 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 | 308 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 308 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 205540 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 205540 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 474928 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3443389 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 436885 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 4158 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 684934 | TotalRevenueAndExpenses |
| Total Net Investment Income | 642733 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 60297 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 45223 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 15074 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 11777 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 88 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 500 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 500 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 73274 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 45811 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15774 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 394056 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 394056 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 467330 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 45811 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 409830 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 217604 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 596922 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 290473 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 178222 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 178222 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 310094 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 307015 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 323949 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3299683 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2534080 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3301740 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 305163 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 305163 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 315393 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3792080 | InvestmentsOtherBOY |
| Investments Other EOY | 4890617 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5185076 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 7997493 | TotalAssetsBOY |
| Total Assets EOY | 8215097 | TotalAssetsEOY |
| Total Assets EOYFMV | 9304380 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 7969382 | CapitalStockBOY |
| Capital Stock EOY | 8203989 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 28111 | RetainedEarningsBOY |
| Retained Earnings EOY | 11108 | RetainedEarningsEOY |
| Total Net Assets BOY | 7997493 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8215097 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7997493 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8215097 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7997493 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 217604 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 8215097 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8215097 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DIVIDENDS | P | 12465 | 12465 | 12465 | |
| SHORT TERM CAPITAL GAIN DIVIDENDS | P | 15436 | 15436 | 15436 | |
| SALES OF PUBLICLY TRADED SECURITIES | P | 3415488 | 404826 | 404826 | 3010662 |
| CLASS ACTION SETTLEMENTS | P | 4158 | 4158 | 4158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 436885 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 391239 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8320867 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047019 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 496455 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7835481 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.063360 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 491204 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 10213766 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048092 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 455456 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9907054 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045973 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 390563 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9291833 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042033 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246477 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049295 | AverageDistributionRatio |
| Net Noncharitable Assets | 8953112 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 441344 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5969 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 447313 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 409830 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11938 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 11938 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 11938 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6840 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6840 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 5098 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4127628891 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 152222705 | CORPORATE TRUSTEE | 12.00 | 60297 | 0 | 0 |
| EMMA SAROSDY | ||||||||
| 150 MOORINGS PARK DRIVE K505 | NAPLES | FL | 34105 | CO-TRUSTEE | 0.00 | 0 | 0 | 0 |
| ANNE GORDON EARLE | ||||||||
| 41 KNOWLES AVENUE | WESTERLY | RI | 02891 | CO-TRUSTEE | 0.00 | 0 | 0 | 0 |
| L VAN V DAULER JR | ||||||||
| 233 HUNT ROAD | PITTSBURGH | PA | 152151558 | CO-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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9089454 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9089454 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9089454 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 136342 | CashDeemedCharitable |
| Net Noncharitable Assets | 8953112 | NetNoncharitableAssets |
| Minimum Investment Return | 447656 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 447656 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11938 | TaxBasedOnInvestmentIncome |
| Total Tax | 11938 | TotalTax |
| Distributable Amount Before Adj | 435718 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 435718 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 435718 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 409830 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 409830 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 409830 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 435718 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 394055 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 409830 | QualifyingDistributions |
| Applied To Year1 | 394055 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15775 | 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 | 419943 | 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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 17TH AND D STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| BASCOMB-PALMER EYE INSTITUTE | |||||||
| PO BOX 016880 | MIAMI | FL | 331019827 | NONE | PUBLIC CHARITY | UNRESTRICTED | $16,000 |
| CONEMAUGH HEALTH FDN | |||||||
| 1086 FRANKLIN ST | JOHNSTOWN | PA | 15905 | NONE | HOSPITAL | UNRESTRICTED | $5,000 |
| DAVIDSON COLLEGE | |||||||
| PO BOX 1587 | DAVIDSON | NC | 280361587 | NONE | SCHOOL | SUPPORT PARENT ANNUAL FUND & ENDOWED BOOK FUND | $1,500 |
| ELIZABETH BUFFUM CHACE HOUSE | |||||||
| PO BOX 9476 | WARICK | RI | 02889 | NONE | PUBLIC CHARITY | VICTIM ADVOCACY | $7,000 |
| FEDERATION FOR IMMIGRATION | |||||||
| PO BOX 96452 | WASHINGTON | DC | 200077251 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| FEE | |||||||
| 30 S BROADWAY | IRRINGTON ON THE HUDSO | NY | 10053 | NONE | PUBLIC CHARITY | SUPPORT OF TWO SUMMER INTERNSHIPS | $5,000 |
| FESTIVAL BALLET PROVIDENCE | |||||||
| 825 HOPE STREET | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | SUPPORT ANNUAL FUND AND CAPITAL CAMPAIGN | $2,500 |
| GUADALUPE CENTER | |||||||
| PO BOX 1053 | IMMOKALEE | FL | 34143 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORK TOWN HEIGHTS | NY | 10598 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| HOSPICE OF NAPLES-AVOW HOSPICE | |||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | NONE | HOSPITAL | UNRESTRICTED | $9,000 |
| LEADERSHIP PITTSBURGH | |||||||
| 535 SMITHFIELD ST SUITE 1125 | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,852 |
| LIGONIER VALLEY LIBRARY | |||||||
| 120 W MAIN STREET | LIGONIER | PA | 15658 | NONE | LIBRARY | UNRESTRICTED | $2,000 |
| LIGONIER YMCA | |||||||
| 110 CHURCH STREET | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| LITERACY VOLUNTEERS | |||||||
| 249 HIGHLAND AVENUE | ROCHESTER | NY | 14620 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 3550 N CONTRAL AVENUE SUITE 300 | PHOENIX | AZ | 85012 | NONE | PUBLIC CHARITY | UNRESTRICTED | $3,000 |
| MIDDLEBURY COLLEGE | |||||||
| 131 S MAIN ST | MIDDLEBURY | VT | 05753 | NONE | SCHOOL | UNRESTRICTED | $1,500 |
| MOORINGS PARK FOUNDATION | |||||||
| 120 MOORINGS PARK DR | NAPLES | FL | 34105 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| MORRISTOWN BEARD SCHOOL | |||||||
| 70 WHIPPANY ROAD | MORRISTOWN | NJ | 07960 | NONE | PUBLIC CHARITY | DISTRIBUTION FOR CHIHULY ACQUISITION FUND | $8,000 |
| MORRISTOWN MEMORIAL HOSPITAL | |||||||
| 100 MADISON AVE SUITE 305 | MORRISTOWN | NJ | 07960 | NONE | HOSPITAL | UNRESTRICTED | $5,000 |
| MOSES BROWN SCHOOL | |||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | SCHOOL | SUPPORT ANNUAL FUND AND NAT EARL FUND | $10,000 |
| MUSEUM OF ART AT LIGONIER | |||||||
| 1 BOUCHER LANE | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| PITTSBURGH GLASS CENTER | |||||||
| 5472 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PUBLIC CHARITY | FUNDING OF A PROJECT APECIFIED & APPROVED BY DAULERS | $14,852 |
| PITTSBURGH PUBLIC THEATER | |||||||
| 621 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | FUNDING FOR THE NEW PLAY FUND | $30,000 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PUBLIC CHARITY | FUNDING OF ANNUAL SOFTWARE LICENSE FEE & PRINTER | $61,500 |
| PLANNED PARENTHOOD OF COLLIER | |||||||
| 1425 CREECH ROAD | NAPLES | FL | 34103 | NONE | HOSPITAL | DISTRIBUTION FOR ART FUND | $8,000 |
| POWDER MILL NATURE RESERVE | |||||||
| 1847 ROUTE 381 | RECTOR | PA | 15677 | NONE | SCHOOL | FUND EMMA CLYDE HODGE INTERNSHIP IN EDUCATION | $5,000 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| SAVE THE BAY | |||||||
| 434 SMITH STREET | PROVIDENCE | RI | 029083770 | NONE | PUBLIC CHARITY | UNRESTRICTED | $6,000 |
| SHELTER FOR ABUSED WOMEN | |||||||
| PO BOX 10102 | NAPLES | FL | 34101 | NONE | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| ST JOHNS EPISCOPAL CHURCH | |||||||
| 500 PARK SHORE DR | NAPLES | FL | 34103 | NONE | CHURCH | UNRESTRICTED | $10,000 |
| ST JUDE CHILDREN'S RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38713 | NONE | HOSPITAL | UNRESTRICTED | $2,000 |
| ST MICHAELS OF THE VALLEY | |||||||
| C/O JAMES SIMON BOX 336 | LIGONIER | PA | 15658 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,500 |
| TAFT SCHOOL | |||||||
| 110 WOODBERRY RD | WATERTOWN | CT | 06795 | NONE | SCHOOL | SUPPORT OF JOHN SMALL CHAIR | $5,000 |
| THIEL COLLEGE | |||||||
| RUTH HALL | GREENVILLE | PA | 161252181 | NONE | SCHOOL | SECOND AND FINAL PLEDGE FOR RENOVATION OF RUTH HALL | $20,000 |
| UNITED CEREBRAL PALSY OF SOUTHERN ALLEGHENIES | |||||||
| 90 LALAY STREET | JOHNSTOWN | PA | 15904 | NONE | PUBLIC CHARITY | BENEFIT ADULTS WITH CEREBRAL PALSY | $4,000 |
| UNIVERSITY OF PITTSBURGH KATZ SCHOOL | |||||||
| 128 N CRAIG ST | PITTSBURGH | PA | 15260 | NONE | UNIVERSITY | UNRESTRICTED | $5,000 |
| UPMC CANCER CENTERS | |||||||
| 3600 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | HOSPITAL | PANCREATIC CANCER RESEARCH | $20,000 |
| US ENGLISH FOUNDATION | |||||||
| 1747 PENNSYLVANIA AVE NW SUITE 1050 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | UNRESTRICTED | $5,000 |
| VALLEY SCHOOL OF LIGONIER | |||||||
| 153 LUPINE LANE | LIGONIER | PA | 15658 | NONE | SCHOOL | 'ENHANCING OUR HERITAGE' CAPITAL CAMPAIGN | $1,500 |
| VMI | |||||||
| PO BOX 932 | LEXINGTON | VA | 244500932 | NONE | SCHOOL | ENDOWMENT OF EDWIN HODGE JR SCHOLARSHIP | $25,000 |
| WESTERLY HOSPITAL FOUNDATION | |||||||
| 25 WELLS STREET | WESTESLY | RI | 02891 | NONE | HOSPITAL | UNRESTRICTED | $1,500 |
| WESTERLY LAND TRUST | |||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | PUBLIC CHARITY | UNRESTRICTED | $2,000 |
| WESTERN PA SCHOOL FOR BLIND | |||||||
| 201 N BELLEFIELD AVE | PITTSBURGH | PA | 15213 | NONE | SCHOOL | DISTRIBUTION IN HONOR OF DR JANET SIMON | $5,000 |
| WORLD AFFAIRS COUNCIL OF PGH | |||||||
| 500 GRANT ST | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| YOUTH HAVEN | |||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | UNRESTRICTED | $8,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 394056 | 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 | $308 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $205,540 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $474,928 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION PROCEEDS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,158 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $684,934 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 684934 | 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 | TAX PREP FEE | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BONDS-CORPORATE | NameOfBond |
| EOY Book Value | 305163 | EOYBookValue |
| EOYFMV | 315393 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 2534080 | EOYBookValue |
| EOYFMV | 3301740 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 307015 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 323949 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS-EQUITY | AT COST | 2533590 | 2765896 |
| MUTUAL FUNDS-FIXED | AT COST | 2357027 | 2419180 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCOUNT MAINTENANCE FEES | Description |
| Revenue And Expenses Per Books | 500 | RevenueAndExpensesPerBooks |
| Net Investment Income | 500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION PROCEEDS | Description |
| Revenue And Expenses Per Books | 4158 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 4158 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2010 EXCISE TAX ESTIMATE | $6,840 | 0 | 0 |
| GROSS FOREIGN TAXES | $88 | 88 | 0 |
| BALANCE OF FEDERAL EXCISE TAX | $4,849 | 0 | 0 |