HAWAUX FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HAWAUX FOUNDATION (EIN 80-0961655)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201741259349100619
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T10:15:31-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453357414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARST BRUNE AND ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14707 CALIFORNIA ST STE 10 | AddressLine1Txt |
| City | OMAHA | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 681541900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800961655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAWAUX FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWA | BusinessNameControlTxt |
| Phone | 9143918275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 SCARLETT RIDGE DR | AddressLine1Txt |
| City | PITTSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA F HAWAUX | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9143918273 | PhoneNum |
| Signature | 2017-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A EMRY CPA | PreparerPersonNm |
| PTIN | P00049604 | PTIN |
| Phone | 4024989100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.96.20.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-05 | IPDt |
| IP Tm | 10:00:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1758EE1E0E06A880727770B2282607E1A90A51EA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B960608DF72B25E49E25FE21A09FD472F51B7C17 | 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 | $1,627,720 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,867 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $365,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,537 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,537 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $33,711 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,578 | 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 |
| Accounting Fees Rev And Expnss | $1,940 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $12,192 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,051 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,221 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,527 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,607 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,266 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,266 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,406,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,373,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,620,454 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,412,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,380,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,627,720 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,412,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,380,314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,412,535 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,412,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,380,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,412,535 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,221 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,380,314 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES | P | 2014-10-29 | 2016-10-25 | $16,034 | $19,077 | -$3,043 | -$3,043 |
| ADVANSIX | P | 2014-10-29 | 2016-10-25 | $100 | $85 | $15 | $15 |
| BB&T CORP | P | 2016-01-05 | 2016-10-25 | $15,141 | $14,995 | $146 | $146 |
| CIGNA CORP | P | 2016-01-05 | 2016-10-25 | $12,399 | $14,762 | -$2,363 | -$2,363 |
| CHUBB CORP | P | 2014-10-29 | 2016-01-05 | $26,786 | $19,162 | $7,624 | $7,624 |
| GOLDMAN SACHS | P | 2015-07-02 | 2016-01-05 | $13,746 | $15,632 | -$1,886 | -$1,886 |
| LAMAR ADVERTISING | P | 2016-04-01 | 2016-10-25 | $16,110 | $14,945 | $1,165 | $1,165 |
| LAMB WESTON HOLDINGS | P | 2014-10-19 | 2016-11-17 | $22 | $9 | $13 | $13 |
| LAZARD GLOBAL INFRASTRUCTURE PORT | P | 2014-10-27 | 2016-10-25 | $11,820 | $12,500 | -$680 | -$680 |
| METLIFE 6.75% DUE 06/01/16 | P | 2014-11-03 | 2016-06-01 | $50,000 | $50,000 | $0 | $0 |
| OCCIDENTAL PETROLEUM 6.125% DUE 06/01/16 | P | 2014-11-03 | 2016-06-01 | $50,000 | $50,000 | $0 | $0 |
| PRUDENTIAL FINANCIAL 6.0% DUE 12/01/17 | P | 2014-11-03 | 2016-06-17 | $42,952 | $42,536 | $416 | $416 |
| QUALCOMM | P | 2014-11-03 | 2016-01-05 | $8,136 | $12,368 | -$4,232 | -$4,232 |
| VODAFONE 5.625% DUE 02/27/17 | P | 2014-11-03 | 2016-10-25 | $50,716 | $50,722 | -$6 | -$6 |
| WACHOVIA 5.75% DUE 6/15/17 | P | 2014-11-03 | 2016-10-25 | $51,377 | $51,413 | -$36 | -$36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,867 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,611 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,539,347 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,896 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,424,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,509,935 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.062299 | TotalDistributionRt |
| Average Distribution | 0.020766 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,576,514 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,738 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $245 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $245 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $245 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $160 | TotalPaymentsAndCreditsAmt |
| Tax Due | $85 | TaxDueAmt |
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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9143918275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1417 SCARLETT RIDGE DR | AddressLine1Txt |
| City | PITTSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANDRE J HAWAUX | ||||||||
| 1417 SCARLETT RIDGE DR | PITTSBURGH | PA | 152376641 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RITA F HAWAUX | ||||||||
| 1417 SCARLETT RIDGE DR | PITTSBURGH | PA | 152376641 | TRUSTEE | 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 | $1,410,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,600,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,600,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,576,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,826 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,826 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245 | TotalTaxAmt |
| Distributable Before Adj | $78,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $245 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,555 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,693 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,693 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $107 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $78,474 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDRE J HAWAUX | ContributingManagerNm |
| Contributing Manager | RITA F HAWAUX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAY COLONY SCHOLARSHIP FUND | |||||||
| 8700 BAY COLONY DR | NAPLES | FL | 34108 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| DICK'S SPORTING GOODS FOUNDATION | |||||||
| 345 COURT ST | CORAOPOLIS | PA | 15108 | NONE | 501(C)(3) | SPORTS MATTERS | $10,000 |
| FRANKLIN VOLUNTEER FIRE CO #1 | |||||||
| 2360 ROCHESTER RD | SEWICKLEY | PA | 15143 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 NORTH LINDEN ST | DUQUESNE | PA | 15110 | NONE | 501(C)(3) | UNDESIGNATED | $5,500 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD ST NW STE 250 | WASHINGTON | DC | 20037 | NONE | 501(C)(3) | UNDESIGNATED | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | 501(C)(3) | UNDESIGNATED | $100 |
| NATIONAL MS SOCIETY - KEYSTONE CHAPTER | |||||||
| 1501 REEDSDALE ST STE 105 | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| NORTHLAND PUBLIC LIBRARY FOUNDATION | |||||||
| 300 CUMBERLAND RD | PITTSBURGH | PA | 15237 | NONE | 501(C)(3) | UNDESIGNATED | $2,500 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||
| 2500 N RIVER RD | MANCHESTER | NH | 03106 | NONE | 501(C)(3) | ANDRE HAWAUX '92 SCHOLARSHIP FUND | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLZ | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNDESIGNATED | $5,500 |
| USTA FOUNDATION | |||||||
| 70 WEST RED OAK LN | WHITE PLAINS | NY | 10604 | NONE | 501(C)(3) | UNDESIGNATED | $10,000 |
| TRINITY PRESBYTERIAN CHURCH | |||||||
| 4365 STATE RD 776 | VENICE | FL | 34293 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| THE FIRST TEE OF PITTSBURGH | |||||||
| 5370 SCHENLEY DR | PITTSBURGH | PA | 15217 | NONE | 501(C)(3) | UNDESIGNATED | $2,000 |
| THE BRADLEY CENTER | |||||||
| 5180 CAMPBELLS RUN RD | PITTSBURGH | PA | 15205 | NONE | 501(C)(3) | UNDESIGNATED | $1,250 |
| HEADSTRONG FOUNDATION | |||||||
| 232 GREEN AVENUE | HOLMES | PA | 19043 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| ALZHEIMERS NEW JERSEY | |||||||
| 400 MORRIS AVE STE 251 | DENVILLE | NJ | 07834 | NONE | 501(C)(3) | UNDESIGNATED | $250 |
| SPECIAL OLYMPICS | |||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | NONE | 501(C)(3) | UNDESIGNATED | $500 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH ST NW 11TH FL | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | UNDESIGNATED | $2,500 |
| WESTERN PA HUMANE SOCIETY | |||||||
| 1101 WESTERN AVE | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | UNDESIGATED | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,800 | 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 | 14 | ExclusionCd |
| Exclusion | $31,041 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $5,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,711 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,711 | 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 | $1,940 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PNC BANK WEALTH MANAGMENT ACCT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,373,048 | BookValueAmt |
| EOYFMV | $1,620,454 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $12,051 | $12,051 | $0 |
| MISCELLANEOUS | $141 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $5,537 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,537 | AdjustedNetIncomeAmt |