HARDING FAMILY CHARITABLE TRUST: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HARDING FAMILY CHARITABLE TRUST (EIN 30-0021471)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-22
- IRS object ID
- 201602359349100055
- Schema version
- 2015v2.0
- 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
- Schedule B
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-22T13:00:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-08-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,961,144 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $211,725 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $398,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,733 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$15,971 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $69,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,227,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,618 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $8,664 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $688,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $468,351 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $91,137 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,568 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,568 | 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 Rev And Expnss | $498 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $498 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,016 | TaxesRevAndExpnssAmt |
| 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 | $56,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,931 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $167,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,066 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $869,293 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $869,293 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,036,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $915,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$348,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $365,852 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,277,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $896,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $896,932 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $8,686,323 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,688,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,523,409 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,957,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,931,132 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,803,737 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,056,107 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,425,738 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,330,066 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $744,000 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $744,000 | LandEOYAmt |
| Land EOYFMV | $407,000 | LandEOYFMVAmt |
| Total Assets BOY | $14,977,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,686,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,961,144 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,977,080 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,686,752 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,977,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,686,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,977,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,686,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,977,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$348,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,808 | OtherIncreasesAmt |
| Subtotal | $14,693,753 | SubtotalAmt |
| Other Decreases | $7,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,686,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 200000. GENERAL ELEC CAP CORP SR UNSEC | 2015-01-09 | $200,000 | $200,000 | ||||
| 732. COVIDIEN PLC MERGED 01/27/15 @ $35.19 P/S | 2015-01-27 | $25,759 | $28,880 | 2011-11-24 | -$3,121 | -$3,121 | |
| .792 MEDTRONIC PLC | 2015-02-04 | $59 | $59 | 2015-01-27 | |||
| 49000. HSBC GLOBAL EQUITY NOTE 20% BUFFER 151.85%CAP140% PARTIC | 2015-04-17 | $82,312 | $45,642 | $36,670 | $36,670 | ||
| 100000. URBANA OHIO REF VAR PURP GEN OBLIG LTD FSA | 2015-08-01 | $100,000 | $100,000 | ||||
| 5665.081 BLACKROCK FDS US OPPORTUNITIES PORTFOLIO | 2015-08-12 | $234,988 | $198,334 | $36,654 | $36,654 | ||
| 11479.591 PIMCO COMMODITY REALRETURN STRATEGY FUND | 2015-08-12 | $88,393 | $225,000 | 2011-04-05 | -$136,607 | -$136,607 | |
| 1500. CONOCOPHILLIPS | 2015-08-20 | $70,762 | $110,100 | 2013-11-12 | -$39,338 | -$39,338 | |
| 250000. COCA-COLA ENTERPRISES SR UNSEC | 2015-09-15 | $250,000 | $250,000 | ||||
| CAPITAL GAIN DIVIDENDS | $175,360 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,618 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $813,064 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,315,364 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,542,800 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.008586 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $518,592 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,189,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.436016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,141 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $184,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.173988 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $318,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $271,321 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.173101 | DistributionYr5Rt |
| Total Distribution | 1.852753 | TotalDistributionRt |
| Average Distribution | 0.370551 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,416,495 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,083,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,659 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,086,808 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $915,359 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,664 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,664 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,347 | OverpaymentAmt |
| Applied To ES Tax | $3,660 | AppliedToESTaxAmt |
| Refund | $5,687 | 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 | 3 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $91,137 | 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 | $16,666,492 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,666,492 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,666,492 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,416,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $820,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $820,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,317 | TotalTaxAmt |
| Distributable Before Adj | $813,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $813,508 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $813,508 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $915,359 | 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 | $915,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $915,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $813,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,537 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $22,904 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $460,321 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $159,730 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $671,492 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $915,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $813,508 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,851 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $773,343 | 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 | $28,537 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $744,806 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,904 | ExcessFromYear4Amt |
| Excess From Year3 | $460,321 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $159,730 | ExcessFromYear1Amt |
| Excess From Current Year | $101,851 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SOUTHWEST COMMUNITY HEALTH | ||||||||
| FOUNDATION | 18697 BAGLEY ROAD | MIDDLEBURG HTS | OH | 44133 | NONE | PUBLIC CHARITY | CRITICAL CARE UNIT | $250,000 |
| GREATER CLEVELAND BOY SCOUTS | ||||||||
| 2241 WOODLAND AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | HEALTH LODGE FURNITURE | $5,300 | |
| UNITED CHURCH OF CHRIST | ||||||||
| 700 PRESPECT AVE | CLEVELAND | OH | 44114 | NONE | PUBLIC CHARITY | REPAIRS TO STEEPLE AND | $88,993 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 5700 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | NONE | PUBLIC CHARITY | BLOOD CANCER EDUCATION | $25,000 | |
| OHIO FOUNDATION OF | ||||||||
| INDEPENDENT COLLEGE | 250 EAST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | 2015 TO 2016 SCHOLARSHIP | $25,000 |
| BOY SCOUTS OF AMERICA | ||||||||
| 2241 WOODLAND AVENUE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | NEW POOL | $400,000 | |
| BALDWIN WALLACE UNIVERSITY | ||||||||
| 275 EASTLAND ROAD | BEREA | OH | 44017 | NONE | PUBLIC CHARITY | VOICE & FLUENCY PROGRAM | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $869,293 | 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 | $398,733 | 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 | -$15,971 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,618 | 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 | $461,044 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $461,044 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CLARA HARDING CRAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $211,725 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $498 | LegalFeesAmt |
| Disbursements Charitable Prps | $498 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CARRYING VALUE ADJUSTMENTS | $6,997 |
| ROUNDING ADJUSTMENT | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE EXPENSES | $40,960 | $56,931 | $0 |
| Rent and Royalty Expense | $15,971 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX REFUND | $1,664 | $0 |
| RENTAL INCOME | $7,000 | $7,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS | Desc |
| Amt | $64,808 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $6,580 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $12,436 | $0 | $0 |