VICTOR K PHILLIPS AND JANCIE PHILLIPS LARRICK CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR K PHILLIPS AND JANCIE PHILLIPS LARRICK CHARITABLE TRUST (EIN 45-3738532)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202611289349103061
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T15:01:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453738532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANICE PHILLIPS LARRICK FAMILY CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 4127622758 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 4127622758 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE MCGUIRE | PreparerPersonNm |
| PTIN | P01233953 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,065,340 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $143,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $737,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $367,476 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $510,979 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $510,832 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,009 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,607 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,402 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,081 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,081 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $900 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,483 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $414,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $414,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $490,008 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,971 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $472,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $499,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $507,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $507,485 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,321,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,332,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,557,855 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,821,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,840,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,065,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,821,239 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,840,111 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,821,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,840,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,821,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,840,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,821,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,971 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,272 | OtherIncreasesAmt |
| Subtotal | $3,843,482 | SubtotalAmt |
| Other Decreases | $3,371 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,840,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 350. SPDR S&P 500 ETF TRUST | 2013-03-25 | 2025-03-24 | $200,515 | $54,201 | $146,314 | $146,314 | |
| 1156.204 AMERICAN BEACON AHL MANAGED | 2020-07-29 | 2025-07-30 | $10,556 | $13,128 | -$2,572 | -$2,572 | |
| 5662.474 ANGEL OAK MULTI-STRATEGY INCOME | 2019-10-28 | 2025-07-30 | $48,980 | $57,225 | -$8,245 | -$8,245 | |
| 3333.662 BLACKROCK EVENT DRIVEN EQ-IS | 2018-05-21 | 2025-07-30 | $34,503 | $32,622 | $1,881 | $1,881 | |
| 2767.611 EV GL MACR ABS RTRN ADV FUND | 2018-05-21 | 2025-07-30 | $31,385 | $28,270 | $3,115 | $3,115 | |
| 4079.413 VANGUARD INTERNATIONAL VALUE | 2018-10-12 | 2025-10-23 | $192,997 | $150,000 | $42,997 | $42,997 | |
| 1009.536 T ROWE PR NEW HORIZONS-I | 2012-01-23 | 2025-11-10 | $59,149 | $34,264 | $24,885 | $24,885 | |
| CAPITAL GAIN DIVIDENDS | $159,101 | P | |||||
| CAPITAL GAIN DIVIDENDS | $159,101 | P | |||||
| CAPITAL GAIN DIVIDENDS | $159,101 | P | |||||
| CAPITAL GAIN DIVIDENDS | $159,101 | P | |||||
| CAPITAL GAIN DIVIDENDS | $159,101 | P | |||||
| CAPITAL GAIN DIVIDENDS | $159,101 | P | |||||
| CAPITAL GAIN DIVIDENDS | $159,101 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $367,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,518 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,518 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,047 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127622758 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GORDON C PHILLIPS | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 1 | $0 |
| ELEANORE P DICKEY | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | CO-TRUSTEE | 1 | $0 |
| PNC BANK N A | ||||||
| 500 FIRST AVE P7-PFSC-03-Z | PITTSBURGH | PA | 15219 | TRUSTEE | 1 | $47,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,289,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,734,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,734,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,633,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,565 | TotalTaxAmt |
| Distributable Before Adj | $325,101 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $325,101 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $325,101 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $443,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,101 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,862 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,862 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,882 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $134,744 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $134,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $15,862 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $118,882 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GORDON PHILLIPS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 CARLISLE PIKE 345 | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7247626015 | RecipientPhoneNum |
| Recipient Email Address | GCPSLA@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUESTS FOR GRANTS FROM SECTION 501(C)(3) ORGANIZATIONS SHOULD BE IN WRITING TO THE ABOVE NAMED INDIVIDUAL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE EXCLUSIVELY TO TAX EXEMPT ORGANIZATIONS UNDER SECTION 501(C) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST BAPTIST CHURCH & CHRISTIAN SCHOOL | |||||||
| 221 W NEW CASTLE ST | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $120,000 |
| BUTLER COUNTY COMMUNITY COLLEGE | |||||||
| 107 COLLEGE DR | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $35,000 |
| BUTLER COUNTY FAMILY YMCA | |||||||
| 339 N WASHINGTON ST | BUTLET | PA | 16001 | NONE | PC | GENERAL SUPPORT | $75,000 |
| THE SALVATION ARMY | |||||||
| 313 W CUNNINGHAM ST | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $9,000 |
| NORTH STREET CHRISTIAN CHURCH | |||||||
| 226 W NORTH ST | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $20,000 |
| RIDER LUTHERAN CHURCH | |||||||
| 189 RIDER CHURCH RD | WEST SUNBURY | PA | 16061 | NONE | PC | GENERAL SUPPORT | $15,000 |
| THE GOLDEN TORNADO SCHOLASTIC FOUNDATION | |||||||
| 110 CAMPUS LANE | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $9,000 |
| BUTLER COUNTY SYMPHONY ASSOCIATION | |||||||
| 259 S MAIN ST | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $30,000 |
| BUTLER AREA PUBLIC LIBRARY | |||||||
| 218 N MCKEAN ST | BUTLER | PA | 160014911 | NONE | PC | GENERAL SUPPORT | $14,500 |
| COMMUNITY HEALTH CLINIC INC | |||||||
| 943 4TH AVE | NEW KINSINGTON | PA | 15068 | NONE | PC | GENERAL SUPPORT | $20,000 |
| BUTLER MEALS ON WHEELS INC | |||||||
| 218 E JEFFERSON ST | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $12,000 |
| LAKESIDE BIBLE CHAPEL OF BEMUS | |||||||
| PO BOX 9220 | BEMUS POINT | NY | 14712 | NONE | PC | GENERAL SUPPORT | $15,000 |
| THE MARIDON MUSUEM | |||||||
| 322 N MCKEAN ST | BUTLER | PA | 16001 | NONE | PC | GENERAL SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $414,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $510,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $510,979 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 01853W808 ALLIANCEBERNSTEIN GL | AT COST | $142,919 | $119,371 |
| 024525669 AMERICAN BEACON AHL | AT COST | $17,498 | $15,580 |
| 03463K406 ANGEL OAK MULTI-STRA | |||
| 04314H402 ARTISAN INTERNATIONA | AT COST | $147,253 | $165,741 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $472,172 | $468,569 |
| 09250J734 BLACKROCK EVENT DRIV | AT COST | $24,739 | $28,211 |
| 27830W108 EV GL MACR ABS RTRN | AT COST | $26,557 | $30,902 |
| 464287879 ISHARES S&P SMALL CA | AT COST | $22,199 | $56,860 |
| 741479406 T ROWE PR GROWTH STO | AT COST | $269,499 | $745,739 |
| 779562206 T ROWE PR NEW HORIZO | |||
| 779578301 T ROWE PRICE VALUE F | AT COST | $461,413 | $675,181 |
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $681,384 | $3,000,448 |
| 78467Y107 SPDR MIDCAP TRUST SE | AT COST | $79,206 | $241,312 |
| 921939203 VANGUARD INTERNATION | |||
| 316146331 FIDELITY EMG MKTS IN | AT COST | $150,000 | $181,272 |
| 464288281 ISHARES JP MORGAN US | AT COST | $150,953 | $149,234 |
| 72201R783 PIMCO 0-5 YEAR HIGH | AT COST | $149,519 | $147,919 |
| 78468R622 SPDR BLOOMBERG HIGH | AT COST | $153,036 | $145,815 |
| 00191K609 AQR MANAGED FUTURES | AT COST | $15,040 | $16,188 |
| 05465G101 AXONIC STRATEGIC INC | AT COST | $25,067 | $25,039 |
| 128119880 CALAMOS MARKET NEUTR | AT COST | $24,065 | $24,486 |
| 256206103 DODGE & COX INTERNAT | AT COST | $200,000 | $200,000 |
| 360873137 GOTHAM ABSOLUTE RETU | AT COST | $30,081 | $29,941 |
| 464287887 ISHARES S&P SMALL CA | AT COST | $59,945 | $59,993 |
| 48121L114 JPMORGAN STRAT INC O | AT COST | $30,081 | $30,054 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $3,370 |
| ROUNDING | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,272 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING FEES | CategoryTxt |
| Amt | $20,081 | Amt |
| Disbursements Charitable Prps | $20,081 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $328 | $328 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $5,259 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,259 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $572 | $572 | $0 |
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