BRUCE FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE FAMILY FOUNDATION INC (EIN 23-2892817)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-30
- IRS object ID
- 201141819349100459
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-30T13:38:23-05:00 | 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 | 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 | 2010-01-01 | 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 | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S BSHERO CPA | Name |
| Phone | 7246581565 | 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 | 809504 | 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 |
| Dividends Rev And Expnss | 10003 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10003 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -350 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 307251 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9653 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10003 | 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 |
| Accounting Fees Rev And Expnss | 875 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 440 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1315 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 46209 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 46209 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47524 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 46209 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -37871 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10003 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3807 | CashBOY |
| Cash EOY | 1284 | CashEOY |
| Cash EOYFMV | 1284 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 89487 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21328 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21328 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1349367 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1382178 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 786892 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1442661 | TotalAssetsBOY |
| Total Assets EOY | 1404790 | TotalAssetsEOY |
| Total Assets EOYFMV | 809504 | 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 | 1442718 | RetainedEarningsBOY |
| Retained Earnings EOY | 1404847 | RetainedEarningsEOY |
| Total Net Assets BOY | 1442661 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1404790 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1442661 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1404790 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1442661 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -37871 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1404790 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1404790 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| 400 SH AMGEN INC | P | 2006-04-25 | 2010-12-03 | 21130 | 27168 | -6038 | -6038 |
| 200 SH AMGEN INC | P | 2007-02-20 | 2010-12-28 | 10984 | 13584 | -2600 | -2600 |
| 800 SH CARPENTER TECH | P | 2008-04-29 | 2010-06-08 | 27129 | 36941 | -9812 | -9812 |
| 400 SH CHURCH & DWIGHT | P | 2010-09-10 | 2010-12-28 | 27680 | 25846 | 1834 | 1834 |
| 500 SH DOLLAR THRIFTY AUTO | P | 2010-03-26 | 2010-04-27 | 20823 | 17109 | 3714 | 3714 |
| 1000 SH FAMILY DOLLAR STORES | P | 2009-12-23 | 2010-03-12 | 34831 | 28415 | 6416 | 6416 |
| 100 SH FREEPORT MCMORAN | P | 2010-01-22 | 2010-11-09 | 10129 | 7298 | 2831 | 2831 |
| 240 SH FRONTIER COMMUN. | P | 2009-05-13 | 2010-12-10 | 2163 | 1889 | 274 | 274 |
| 500 SH GILEAD SCIENCE | P | 2009-04-15 | 2010-11-09 | 18942 | 22931 | -3989 | -3989 |
| 800 SH JOY GLOBAL | P | 2008-05-22 | 2010-09-08 | 51069 | 50322 | 747 | 747 |
| 300 SH JOY GLOBAL | P | 2009-12-18 | 2010-09-08 | 19151 | 18871 | 280 | 280 |
| 1000 SH VERIZON COMMUN. | P | 2009-05-13 | 2010-10-26 | 31967 | 28571 | 3396 | 3396 |
| 1500 SH VOLTERRA SEMICOND. | P | 2005-01-21 | 2010-01-26 | 31253 | 28656 | 2597 | 2597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -350 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34160 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 636296 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053686 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45351 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 838821 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054065 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 56474 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1324378 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042642 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100898 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1272617 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.079284 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 34130 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1266528 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.026948 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256625 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051325 | AverageDistributionRatio |
| Net Noncharitable Assets | 769001 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 39469 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 100 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 39569 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 46209 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 100 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 100 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 100 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 100 | 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 | 725304 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 55408 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 780712 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 780712 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11711 | CashDeemedCharitable |
| Net Noncharitable Assets | 769001 | NetNoncharitableAssets |
| Minimum Investment Return | 38450 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 38450 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 100 | TaxBasedOnInvestmentIncome |
| Total Tax | 100 | TotalTax |
| Distributable Amount Before Adj | 38350 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 38350 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 38350 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 46209 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 46209 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 100 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 46109 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38350 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 30048 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 3712 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3225 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 36985 | TotalExcessDistriCarryover |
| Qualifying Distributions | 46209 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 38350 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 7859 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 44844 | 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 | 44844 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 30048 | ExcessFromYear4 |
| Excess From Year2 | 3712 | ExcessFromYear2 |
| Excess From Year1 | 3225 | ExcessFromYear1 |
| Excess From Current Year | 7859 | 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 |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONPROFIT | GENERAL PURPOSES | $150 |
| CHILDRENS HOSPITAL | ||||||
| 3705 FIFTH AVE | PITTSBURGH | PA | 15213 | NONPROFIT | GENERAL PURPOSES | $150 |
| CITY RESCUE MISSION | ||||||
| CROTON AVENUE | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| CRYSTAL CATHEDRAL | ||||||
| PO BOX 100 | GARDEN GROVE | CA | 92842 | NONPROFIT | GENERAL PURPOSES | $500 |
| ECONOMICS PA | ||||||
| 123 NORTH MARKET STREET | SELINSGROVE | PA | 17870 | NONPROFIT | GENERAL PURPOSES | $1,500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 125 N JEFFERSON STREET | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $2,059 |
| 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 |
| LAWRENCE COUNTY HISTORICAL SOCIETY | ||||||
| 408 N JEFFERSON ST | NEW CASTLE | PA | 16101 | PRIVATE SCHOOL | GENERAL PURPOSES | $500 |
| MORAINE TRAILS COUNCIL | ||||||
| 830 MORTON AVENUE EXT | BUTLER | PA | 16001 | NONPROFIT | FOR FELLOWSHIP | $5,500 |
| 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 | $1,000 |
| PITTSBURGH FOUNDATION JACK BUTZ HUMANITARIAN SCHOLARSHIP FUND | ||||||
| ONE PPG PLACE 30TH FLOOR | PITTSBURGH | PA | 15222 | NONPROFIT | GENERAL PURPOSES | $1,000 |
| PITTSBURGH SYMPHONY | ||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONPROFIT | GENERAL PURPOSES | $500 |
| SALVATION ARMY | ||||||
| 240 WEST GRANT STREET | NEW CASTLE | PA | 16101 | NONPROFIT | GENERAL PURPOSES | $100 |
| THIRD PRESBYTERIAN CHURCH | ||||||
| 1315 EAST WASHINGTON AVENUE | NEW CASTLE | PA | 16101 | CHURCH | FOR FELLOWSHIP | $8,000 |
| 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 | 46209 | 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 | $10,003 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$350 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $9,653 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9653 | 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 FEES | Category |
| Amount | $875 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| RBC WEALTH MANAGEMENT | 1368812 | 772992 |
| EXCHANGE TRADED FUNDS - GOLD | 13366 | 13900 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $440 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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