STRATEGY STUDIO / PUBLIC DATA EXPLORER

W CLARK HAGAN TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
W CLARK HAGAN TRUST (EIN 25-6070592)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-03-25
IRS object ID
201410849349100701
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-03-25T09:41:29-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256070592EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1W CLARK HAGAN TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWCLABusinessNameControlTxt
Phone4127622950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O PNC BANK NA 620 LIBERTY AVENUEAddressLine1
Address Line2NO 10 FLAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN W ALRUTZPersonNm
Person TitleASSISTANT VICE PRESIDENTPersonTitleTxt
Phone4127622950PhoneNum
Signature2014-03-25SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization4947a1 Trtd PFYes (X)Organization4947a1TrtdPFInd
FMV Assets EOY$847,351FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,038DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,038DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$125,112NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$411,220GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$126,258CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$83OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$139,237TotalRevAndExpnssAmt
Total Net Invst Incm$140,300TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$6,864CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,178CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$686CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,220TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,264OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,348TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,178TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$33,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$33,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,348TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,178TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$95,889ExcessRevenueOverExpensesAmt
Net Investment Income$134,122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$23,008SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,754SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,754SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$581,219OtherInvestmentsBOYAmt
Other Investments EOY$676,362OtherInvestmentsEOYAmt
Other Investments EOYFMV$823,597OtherInvestmentsEOYFMVAmt
Total Assets BOY$604,227TotalAssetsBOYAmt
Total Assets EOY$700,116TotalAssetsEOYAmt
Total Assets EOYFMV$847,351TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$600,288CapitalStockBOYAmt
Capital Stock EOY$697,055CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,939RetainedEarningBOYAmt
Retained Earning EOY$3,061RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$604,227TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$700,116TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$604,227TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$700,116TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$604,227TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$95,889ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$700,116SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$700,116TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$405,183$285,045$120,138$120,138
CLASS ACTION SETTLEMENTS$108$25$83$83P
CAPITAL GAINS DIVIDENDS$6,037$6,037$6,037P
FieldValueIRS element (for citing)
Capital Gain Net Income$126,258CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$36,376AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$743,383NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048933DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,871AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$734,956NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046086DistributionYr2Rt
Adjusted Qlfy Distri Yr3$28,515AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$679,332NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.041975DistributionYr3Rt
Adjusted Qlfy Distri Yr4$22,832AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$600,915NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.037995DistributionYr4Rt
Adjusted Qlfy Distri Yr5$69,464AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$818,911NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.084825DistributionYr5Rt
Total Distribution0.259814TotalDistributionRt
Average Distribution0.051963AverageDistributionRt
Net Vl Noncharitable Assets$790,922NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,099AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,341NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$42,440AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,682InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,682SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,682TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Tax Due$1,882TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressPNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTMLWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Phone4127622950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
NECT Filing In Lieu OF Form1041Yes (X)NECTFilingInLieuOFForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPNC BANKNAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$6,864CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$802,966AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$802,966TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$802,966AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,044CashDeemedCharitableAmt
Net Vl Noncharitable Assets$790,922NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,546MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,546MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,682TaxBasedOnInvestmentIncomeAmt
Total Tax$2,682TotalTaxAmt
Distributable Before Adj$36,864DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,864DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,864DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,864DistributableAsAdjustedAmt
Undistributed Income PY$32,931UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$35,950QualifyingDistributionsAmt
Applied To Year1$32,931AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,019AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$33,845UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNC CHARITABLE TRUST GRANT REVIEW CRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PNC PLAZA 249 5TH AVENUE 20THAddressLine1
Address Line2FLOORAddressLine2
CityPITTSBURGHCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Recipient Phone4127623413RecipientPhoneNum
Form And Info And MaterialsSEE WEBSITE, PNC. COM FOR APPLICATION SUBMISSION GUIDELINES AND DEADLINES. ORGANIZATIONS INTERESTED IN SUBMITTING A GRANT PROPOSAL MUST SUBMIT A PRELIMINARY LETTER OF INQUIRY, OR MAY CALL FOR SUBMISSION PRE-APPROVAL.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE WEBSITE:WWW.PNC.COM UNDER SPECIAL SEGMENTS"NON-PROFITS & GOVT INST"SELECT"CHAR TR GRANTS"SubmissionDeadlinesTxt
Restrictions On AwardsSEE WEBSITE: WWW.PNC.COM UNDER SPECIAL SEGMENTS "NON-PROFITS & GOVERNMENT INSTITUTIONS-SELECT "CHARITABLE TRUST GRANTS"RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
POWER
7501 PENN AVENUEPITTSBURGHPA15208NONEPUBLIC CHARITYREADY TO LEAVE, READY TO LIVE CAMPAIGN$15,000
YOUNGSTOWN COMMITTEE
5211 MAHONING AVENUEAUSTINTOWNOH44515NONEPUBLIC CHARITYRECOVERY COACHING PROGRAM$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$33,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,038ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$125,112ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Exclusion14ExclusionCd
Exclusion$83ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$139,237ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,237TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$265,361$264,571
MUTUAL FUNDS - EQUITYAT COST$411,001$559,026

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGRANTMAKING FEEDesc
Revenue And Expenses Per Books$2,264RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,264DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc
Revenue And Expenses Per Books$83RevenueAndExpensesPerBooksAmt
Adjusted Net Income$83AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2012 FEDERAL EXCISE TAX PAID$420$0$0
2013 FEDERAL ESTIMATED EXCISE PAYMENTS$800$0$0