HARDING FAMILY CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HARDING FAMILY CHARITABLE TRUST (EIN 30-0021471)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-17
- IRS object ID
- 201711379349100416
- Schema version
- 2016v3.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-17T15:00:14-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300021471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 2162574701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152309738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2162574701 | PhoneNum |
| Signature | 2017-05-16 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.176.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B62B456F261951C798FA00B8391BA4DFFBFA8205 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,525,778 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $386,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $384,862 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,110 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,110 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $9,110 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$7,171 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $75,365 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $909,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,365 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,388 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $476,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,337 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,110 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,212 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,106 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,106 | 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 Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,783 | 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 |
| Other Expenses Rev And Expnss | $41,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $16,281 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,558 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,281 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,664 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $603,506 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $603,506 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $746,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,281 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $674,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$269,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $405,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $896,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $695,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $695,499 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $8,688,950 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,605,529 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,210,922 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,931,132 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,767,745 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,689,230 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,425,738 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,598,304 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,505,127 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $744,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $744,000 | LandBOYAmt |
| Land EOY | $744,000 | LandEOYAmt |
| Land EOYFMV | $425,000 | LandEOYFMVAmt |
| Total Assets BOY | $14,686,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,411,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,525,778 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,686,752 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,411,077 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,686,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,411,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,686,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,411,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,686,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$269,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,416,753 | SubtotalAmt |
| Other Decreases | $5,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,411,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1430. AT&T INC | 2011-11-24 | 2016-01-01 | $49,906 | $39,397 | $10,509 | $10,509 | |
| 1165. COCACOLA CO | 2011-11-24 | 2016-01-01 | $50,933 | $37,787 | $13,146 | $13,146 | |
| 200000. EI DU PONT DE NEMOUR & C SR NTS | 2016-01-15 | $200,000 | $200,000 | ||||
| 800. CALIFORNIA RESOURCES CORP REV SPLIT 05/31/16 | 2016-02-25 | $209 | $6,120 | -$5,911 | -$5,911 | ||
| 100000. MECKLENBURG CNTY NC PUB FACS REF ANNUAL APPROPRIATION LTD O | 2016-03-01 | $100,000 | $100,000 | ||||
| .235 CALIFORNIA RESOURCES CORP REV SPLIT 05/31/16 | 2011-11-24 | 2016-03-30 | |||||
| 100000. LOWES COMPANIES INC SR UNSEC CALL 3/15/16 @ 100 | 2014-01-16 | 2016-04-15 | $100,000 | $100,000 | |||
| 187. CALIFORNIA RESOURCES CORP REV SPLIT 05/31/16 | 2016-04-21 | $378 | $117 | $261 | $261 | ||
| 35500.68 FIDELITY ADVISOR FLOATING HIGH INCOME FUND I | 2016-09-13 | $337,611 | $350,912 | -$13,301 | -$13,301 | ||
| CAPITAL GAIN DIVIDENDS | $70,661 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,365 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $915,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,416,495 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $813,064 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,315,364 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061062 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,931 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,542,800 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008586 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $518,592 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,189,387 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.436016 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,141 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $184,731 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.173988 | DistributionYr5Rt |
| Total Distribution | 0.73541 | TotalDistributionRt |
| Average Distribution | 0.147082 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,117,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,370,618 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,052 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,374,670 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $674,170 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,103 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,103 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 | OH | 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 | 2162574701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441014651 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441014651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 6 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $90,212 | CompensationAmt |
| 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 | $15,953,107 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $410,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,363,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,363,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $245,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,117,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $805,883 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $805,883 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,103 | TotalTaxAmt |
| Distributable Before Adj | $797,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $797,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $797,780 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $674,170 | 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 | $674,170 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $674,170 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $797,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $460,321 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,730 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $101,851 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $744,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $674,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $674,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $123,610 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,610 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $621,196 | 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 | $621,196 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $359,615 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $159,730 | ExcessFromYear2Amt |
| Excess From Year1 | $101,851 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITY OF OLMSTED FALLS | ||||||||
| 26100 BAGLEY ROAD | OLMSTED FALLS | OH | 44138 | NONE | CITY GOVERNMENT | CITY IMPROVEMENT PROJECTS | $10,000 | |
| OHIO FOUNDATION OF INDEPENDENT | ||||||||
| 250 EAST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $25,000 | COLLEGES |
| BOY SCOUTS OF AMERICA | ||||||||
| 2241 WOODLAND AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | CONSTRUCTION OF CAMP BEAU | $127,520 | |
| OHIO GUIDESTONE | ||||||||
| 434 EASTLAND ROAD | BEREA | OH | 44117 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENTS | $265,986 | |
| SOUTHWEST COMMUNITY HEALTH | ||||||||
| 18697 BAGLEY ROAD | MIDDLEBURG HEIGHTS | OH | 44133 | NONE | PUBLIC CHARITY | PURCHASE OF SIM MANEQUIN | $150,000 | FOUNDATION |
| CITY OF OLMSTED FALLS | ||||||||
| 26100 BAGLEY ROAD | OLNSTED FALLS | OH | 44138 | NONE | PUBLIC CHARITY | CONSTRUCTION OF HARDING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $603,506 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,365 | 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 | $459,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,944 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENTS | $5,675 |
| ROUNDING ADJUSTMENT | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $25,358 | $0 | $25,358 |
| STATE FILING FEES | $200 | $0 | $200 |
| Rent and Royalty Expense | $16,281 |
Other Income Schedule2 OtherIncomeSchedule2
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,228 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,656 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,718 | $2,718 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $65 | $65 | $0 |