KIRTLAND FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KIRTLAND FOUNDATION (EIN 20-0469406)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-12
- IRS object ID
- 202101029349101010
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-12T08:47:52-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 550486667 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNETT CARBIS TOOTHMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 381 CHESTNUT STREET | AddressLine1Txt |
| City | MEADVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200469406 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KIRTLAND CANCER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRT | BusinessNameControlTxt |
| Phone | 8144377891 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 108 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16323 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE HOVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8144377891 | PhoneNum |
| Signature | 2021-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 8143362133 | PhoneNum |
| Preparation | 2021-04-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,091,606 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $58,156 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,420 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $112,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,135 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,300 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,720 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,843 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,171 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $156 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,063 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,052 | CashBOYAmt |
| Cash EOY | $6,147 | CashEOYAmt |
| Cash EOYFMV | $6,147 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,595 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $954,581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,013,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,077,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $975,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,027,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,091,606 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $975,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,027,376 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $975,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,027,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $975,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,027,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $975,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,228 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,027,376 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,027,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN AMCAP A | P | 2011-05-26 | 2019-08-13 | $5,000 | $3,814 | $1,186 | $1,186 |
| AMERICAN GROWTH FD OF AMER A | P | 2011-05-26 | 2019-08-13 | $5,000 | $3,586 | $1,414 | $1,414 |
| AMERICAN INFL LINKED BOND A | P | 2018-04-25 | 2020-03-24 | $16,863 | $15,673 | $1,190 | $1,190 |
| AMERICAN INFL LINKED BOND A | P | 2018-04-25 | 2020-03-24 | $28,042 | $26,062 | $1,980 | $1,980 |
| AMERN SHORT-TRM BD OFAMER A | P | 2011-05-26 | 2020-05-06 | $5,000 | $5,001 | -$1 | -$1 |
| AMERICAN BOND FUND OF AMER A | P | 2011-05-26 | 2020-05-06 | $5,000 | $4,823 | $177 | $177 |
| AMERICAN INT BD FD OF AMER A | P | 2011-05-26 | 2020-05-06 | $5,000 | $4,866 | $134 | $134 |
| CAPITAL GAINS DIVIDENDS | P | $19,340 | $19,340 | $19,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,420 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $54,871 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,040,747 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052723 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,900 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,015,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041258 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,122 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $904,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049885 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $830,264 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057886 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $82,394 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $868,803 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.094836 | DistributionYr5Rt |
| Total Distribution | 0.296588 | TotalDistributionRt |
| Average Distribution | 0.059318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,072,118 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,596 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $541 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $236 | OverpaymentAmt |
| Applied To ES Tax | $236 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHRYN HORNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8144257187 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 108 | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JULIE HOVIS | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHELLY HARTLE | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ANN MCCAULEY | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BARTON BARNES | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MIKE SCHLEIFER | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MATTHEW KIRTLAND | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KATHY HORNER | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BEV LAKE | ||||||||
| 1339 LIBERTY STREET | FRANKLIN | PA | 16323 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,080,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,781 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,088,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,088,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,072,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,083 | TotalTaxAmt |
| Distributable Before Adj | $52,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $42,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $42,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,438 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,867 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $687 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $4,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $10,038 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,038 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,094 | 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 | $30,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,867 | ExcessFromYear4Amt |
| Excess From Year3 | $687 | ExcessFromYear3Amt |
| Excess From Year1 | $4,140 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALDERSON BROADDUS UNIVERSITY | ||||||
| 101 COLLEGE HILL ROAD | PHILPPI | WV | 26416 | NONE | COLLEGE SCHOLARSHIP | $1,000 |
| CITY OF FRANKLIN | ||||||
| 430 13TH STREET | FRANKLIN | PA | 16323 | NONE | MEMORIAL BENCH FOR CANCER PATIENT | $209 |
| CLARION UNIVERSITY | ||||||
| 840 WOOD STREET | CLARION | PA | 16214 | NONE | COLLEGE SCHOLARSHIP | $1,000 |
| FAMILY HOUSE | ||||||
| 5001 BAUM BLVD SUITE 545 | PITTSBURGH | PA | 15213 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $152 |
| FERRELLGAS | ||||||
| 1026 MERCER ROAD | FRANKLIN | PA | 16323 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $613 |
| FIRST BAPTIST CHURCH | ||||||
| 1041 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | FUNDRAISING SPONSOR | $250 |
| GANNON UNIVERSITY | ||||||
| 109 UNIVERSITY SQUARE | ERIE | PA | 16501 | NONE | COLLEGE SCHOLARSHIP | $2,000 |
| MERCYHURST UNIVERSITY | ||||||
| 501 E 38TH STREET | ERIE | PA | 16546 | NONE | COLLEGE SCHOLARSHIP | $1,000 |
| NATIONAL FUEL | ||||||
| PO BOX 371835 | PITTSBURGH | PA | 152507835 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $330 |
| PENELEC | ||||||
| PO BOX 3687 | AKRON | OH | 443093687 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $892 |
| PENN STATE BEHREND | ||||||
| 4701 COLLEGE DRIVE | ERIE | PA | 16563 | NONE | COLLEGE SCHOLARSHIP | $1,000 |
| PENN STATE UNIVERSITY | ||||||
| 112 SHIELDS BLDG | UNIVERSITY PARK | PA | 16802 | NONE | COLLEGE SCHOLARSHIPS | $1,000 |
| SHEETZ | ||||||
| 1107 LIBERTY STREET | FRANKLIN | PA | 16323 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $950 |
| UNIVERSITY PITT-TITUSVILLE | ||||||
| 504 E MAIN STREET | TITUSVILLE | PA | 16354 | NONE | COLLEGE SCHOLARSHIP | $368 |
| WAL-MART | ||||||
| 10 KIMBERLY LANE | CRANBERRY | PA | 16319 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $1,150 |
| GASGROCERIES | ||||||
| PO BOX 108 | FRANKLIN | PA | 16323 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $12,375 |
| CLARION FEDERAL CREDIT UNION | ||||||
| 144 HOLIDAY INN ROAD | CLARION | PA | 16214 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $346 |
| D&K HOUSING | ||||||
| 30591 LAKE CREEK ROAD | COCHRANTON | PA | 16314 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $821 |
| GILECE TRANSMISSION | ||||||
| 4631 WILLIAM FLYNN HWY | ALLISON PARK | PA | 15101 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $805 |
| HOPE STRENGHT CURE | ||||||
| 4625 STATE ROUTE 136 | GREENSBURG | PA | 15601 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $462 |
| JEFF BRANEN | ||||||
| PO BOX 108 | FRANKLIN | PA | 16323 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $2,400 |
| OC WATER | ||||||
| 21 SENECA ST 100 | OIL CITY | PA | 16301 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $102 |
| OTTO SCHIBER | ||||||
| PO BOX 83 | EMLENTON | PA | 16373 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $450 |
| PROVANTA INC | ||||||
| 2080 ALLEGHENY BLVD | RENO | PA | 16343 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $1,255 |
| SLIPPERY ROCK UNIVERSITY | ||||||
| 1 MORROW WAY | SLIPPERY ROCK | PA | 16057 | NONE | COLLEGE SCHOLARSHIP | $1,000 |
| VAL MOTTOR | ||||||
| PO BOX 108 | FRANKLIN | PA | 16323 | NONE | PAYMENTS OF BILLS FOR CANCER VICTIMS | $665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,595 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,420 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,135 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,095 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,843 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,013,634 | BookValueAmt |
| EOYFMV | $1,077,864 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES | $223 | $0 | $0 |
| SUPPLIES | $782 | $0 | $156 |
| INSURANCE | $1,208 | $0 | $0 |
| ADVERTISING | $327 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $360 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,427 | $0 | $2,171 |
| TAXES | $746 | $0 | $0 |