STRATEGY STUDIO / PUBLIC DATA EXPLORER

JAMES AND MELANIE CROCKARD FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAMES AND MELANIE CROCKARD FOUNDATION (EIN 47-1002802)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-22
IRS object ID
202431139349100408
Schema version
2023v5.0
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)
Return2024-04-22T07:34:02-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ECKMAN & DANOVITZ LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 SIXTH AVE FL 35AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471002802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND MELANIE CROCKARD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JAMES CROCKARDInCareOfNm
Business Name ControlJAMEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13935 WASHINGTON ROAD Suite 1009AddressLine1Txt
CityCANONSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15317ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES CROCKARDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4123558100PhoneNum
Signature2024-05-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastCROCKARDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL I DANOVITZPreparerPersonNm
PTINP00253209PTIN
Phone4123558100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$597,993FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,390InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,390InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,963DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,963DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$475NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,801GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$214,878TotalRevAndExpnssAmt
Total Net Invst Incm$15,353TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$495LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$460TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,574OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,529TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$188,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$188,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$194,479TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$188,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,399ExcessRevenueOverExpensesAmt
Net Investment Income$15,353NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,709CashBOYAmt
Cash EOY$17,634CashEOYAmt
Cash EOYFMV$17,634CashEOYFMVAmt
Corporate Stock BOY$529,423CorporateStockBOYAmt
Corporate Stock EOY$539,598CorporateStockEOYAmt
Corporate Stock EOYFMV$580,359CorporateStockEOYFMVAmt
Total Assets BOY$535,132TotalAssetsBOYAmt
Total Assets EOY$557,232TotalAssetsEOYAmt
Total Assets EOYFMV$597,993TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$535,152CapitalStockBOYAmt
Capital Stock EOY$555,734CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$535,152TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$555,734TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$535,152TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$555,734TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$535,152TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,399ExcessRevenueOverExpensesAmt
Other Increases$183OtherIncreasesAmt
Subtotal$555,734SubtotalAmt
Tot Net Ast Or Fund Balances EOY$555,734TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
124.804 SHARES AMG RR SM CAP V2022-05-272023-05-18$1,751$1,841-$90-$90
450 SHARES FIDELITY REAL ESTAT2020-04-302023-04-11$11,246$10,089$1,157$1,157
22 SHARES INVESCO QQQ TRUST ET2020-07-232023-04-11$6,972$5,820$1,152$1,152
125 SHARES ISHARE CORE MSCI EA2018-03-282023-05-18$8,511$9,035-$524-$524
205.969 SHARES MFS EMERGING MK2021-07-012023-04-11$2,381$3,085-$704-$704
574.54 SHARES PACIFIC FUNDS FL2021-07-012023-03-15$5,303$5,625-$322-$322
1118.708 PACIFIC FUNDS FLOATIN2021-07-012023-04-11$10,415$10,952-$537-$537
379.741 SHARES TRANSAMERICA SM2020-07-232023-05-18$2,343$2,673-$330-$330
1786.138 SHARES WESTERN ASSET2019-08-162023-03-15$16,879$21,918-$5,039-$5,039
TOTAL CAPITAL GAIN DISTRIBUTION$4,762
FieldValueIRS element (for citing)
Capital Gain Net Income-$475CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$213InvestmentIncomeExciseTaxAmt
Subtotal$213SubtotalAmt
Tax Based On Investment Income$213TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$394EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$394TotalPaymentsAndCreditsAmt
Overpayment$181OverpaymentAmt
Applied To ES Tax$181AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES CROCKARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4126943841PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13935 WASHINGTON ROAD SUITE 1009AddressLine1Txt
CityCANONSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15317ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES E CROCKARD III
3935 WASHINGTON ROADCANONSBURGPA15317TRUSTEE0$0$0$0
MELANIE A CROCKARD
3935 WASHINGTON ROADCANONSBURGPA15317TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$541,211AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$84,149AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$625,360TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$625,360AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,380CashDeemedCharitableAmt
Net Vl Noncharitable Assets$615,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,799MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,799MinimumInvestmentReturnAmt
Tax Based On Investment Income$213TaxBasedOnInvestmentIncomeAmt
Total Tax$213TotalTaxAmt
Distributable Before Adj$30,586DistributableBeforeAdjAmt
Distributable Before Ded$30,586DistributableBeforeDedAmt
Distributable As Adjusted$30,586DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$188,950QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,586DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$67,678ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$102,798ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$75,066ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,661ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$172,250ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$487,453TotalExcessDistributionCyovAmt
Qualifying Distributions$188,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$30,586AppliedToCurrentYearAmt
Remaining Distri From Corpus$158,364RemainingDistriFromCorpusAmt
Total Corpus$645,817TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$67,678ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$578,139ExcessDistriCyovToNextYrAmt
Excess From Year4$102,798ExcessFromYear4Amt
Excess From Year3$75,066ExcessFromYear3Amt
Excess From Year2$69,661ExcessFromYear2Amt
Excess From Year1$172,250ExcessFromYear1Amt
Excess From Current Year$158,364ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HUMANE ANIMAL RESCUE
6926 HAMILTON AVENUEPITTSBURGHPA15208N/APCCONTRIBUTION TO THE GENERAL FUND$10,000
SENIOR HEARTS RESCUE & RENEWAL
PO BOX 187BRADFORD WOODSPA15015N/APCCONTRIBUTION TO THE GENERAL FUND$5,000
PITTSBURGH BALLET THEATRE
2900 LIBERTY AVENUEPITTSBURGHPA15201N/APCCONTRIBUTION TO THE GENERAL FUND$5,000
PITTSBURGH BALLET THEATRE
2900 LIBERTY AVENUEPITTSBURGHPA15201N/APCCONTRIBUTION TO COMPETITION COSTS$2,500
TKE FOUNDATION
7439 WOODLAND AVENUEINDIANAPOLISIN46278N/APCBOARD CHAIR 125TH GIFT - 1 OF 2 YEAR PLEDGE$62,500
PITTSBURGH PARKS CONSERVANCY
45 SOUTH 23RD STREETPITTSBURGHPA152032120N/APCPICNIC IN YOUR PARK PROGRAM$5,600SUITE 101
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
PENN LIBERTY PLAZA ONEPITTSBURGHPA15230N/APCANNUAL - TOCQUEVILLE CAMPAIGN$35,0001250 PENN AVENUE
MARINE TOYS FOR TOTS FOUNDATION
PO BOX 4002036DES MOINESIA503402036N/APCUNRESTRICTED ANNUAL SUPPPORT$100
PITTSBURGH OPERA
2425 LIBERTY AVENUEPITTSBURGHPA15222N/APCCONTRIBUTION TO THE GENERAL FUND$13,500
WVU FOUNDATION INC
ONE WATERFRONT PLACEMORGANTOWNWV26501N/APCCONTRIBUTION TO THE SCHOOL OF LAW$5,000SEVENTH FLOOR
WAYNESBURG UNIVERSITY
51 WEST COLLEGE STREETWAYNESBURGPA15370N/APCCONTRIBUTION TO THE GENERAL FUND$5,000
MAKE-A-WISH FOUNDATION
707 GRANT STREETPITTSBURGHPA15219N/APCCONTRIBUTION TO THE GENERAL FUND$5,00037TH FLOOR
BEST OF THE BATCH FOUNDATION
2000 WEST STREETMUNHALLPA15120N/APCBEDDING SETS FOR THE UNDERSERVED$3,750
THE PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222N/APCCONTRIBUTION TO THE GENERAL FUND$2,500
NO DOG LEFT BEHIND
15 ALLEGHENY COUNTY AIRPORTWEST MIFFLINPA15122N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
PITTSBURGH ZOO & PPG AQUARIUM
ONE WILD PLACEPITTSBURGHPA15206N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
CARNEGIE LIBRARY OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA152134007N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
FRICK ART & HISTORICAL CENTER
7227 REYNOLDS STREETPITTSBURGHPA152089907N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
CARNEGIE MUSEUMS OF PITTSBURGH
4400 FORBES AVENUEPITTSBURGHPA152134007N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
SENATOR JOHN HEINZ HISTORY CENTER
1212 SMALLMAN STREETPITTSBURGHPA152224208N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
LAUREL HUGHLANDS COUNCIL BSA
1275 BEDFORD AVENUEPITTSBURGHPA152193699N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
PRESSLEY RIDGE
5500 CORPORATE PLACEPITTSBURGHPA15237N/APCCONTRIBUTION TO THE GENERAL FUND$1,000STE 400
KIDSVOICE
437 GRANT STREETPITTSBURGHPA15219N/APCCONTRIBUTION TO THE GENERAL FUND$500STE 700
NEIGHBORHOOD LEGAL SERVICES
928 PENN AVENUEPITTSBURGHPA15222N/APCCONTRIBUTION TO THE GENERAL FUND$500
ALLEGHENY COUNTY BAR FOUNDATION
400 KOPPEERS BUILDINGPITTSBURGHPA152191843N/APCCONTRIBUTION TO THE GENERAL FUND$500436 SEVENTH AVENUE
GREATER PITTSBURGH COMMUNITY FOOD BANK
PO BOX 99608PITTSBURGHPA152334608N/APCCONTRIBUTION TO THE GENERAL FUND$250
LIGHT OF LIFE RESCUE MISSION
PO BOX 645427PITTSBURGHPA152645252N/APCCONTRIBUTION TO THE GENERAL FUND$250
CITY MISSION
84 WEST WHEELING STREETWASHINGTONPA15301N/APCCONTRIBUTION TO THE GENERAL FUND$250
LUTHERAN SENIOR LIFE FOUNDATION
105 BURGESS DRIVEZELIENOPLEPA16063N/APCCONTRIBUTION TO THE GENERAL FUND$250
COMMUNITY KITCHEN PITTSBURGH
107 FLOWERS AVENUEHAZELWOODPA15207N/APCCONTRIBUTION TO THE GENERAL FUND$250
TRADE INSTITUTE OF PITTSBURGH
7800 SUSQUEHANNA STREETPITTSBURGHPA15208N/APCCONTRIBUTION TO THE GENERAL FUND$250
JUBILEE SOUP KITCHEN
PO BOX 42251PITTSBURGHPA15203N/APCCONTRIBUTION TO THE GENERAL FUND$250
SAVE A HORSE
165 LIGHTNER RUN ROADWAYNESBURGPA15370N/APCCONTRIBUTION TO THE GENERAL FUND$100
PETA
PO BOX 96684WASHINGTONDC200906684N/APCCONTRIBUTION TO THE GENERAL FUND$100
HUMANE SOCIETY OF THE UNITED STATES
PO BOX 96930WASHINGTONDC200906930N/APCCONTRIBUTION TO THE GENERAL FUND$100
ASPCA
PO BOX 96929WASHINGTONDC200777127N/APCCONTRIBUTION TO THE GENERAL FUND$100
SPCA
PO BOX 2008MILFORDNH030559923N/APCCONTRIBUTION TO THE GENERAL FUND$100
BEAVER COUNTY HUMANE SOCIETY
3394 BRODHEAD ROADALIQUIPPAPA15001N/APCCONTRIBUTION TO THE GENERAL FUND$100
AAARF
PO BOX 1611PITTSBURGHPA152301611N/APCCONTRIBUTION TO THE GENERAL FUND$100
WQED
4802 FIFTH AVENUEPITTSBURGHPA15213N/APCCONTRIBUTION TO THE GENERAL FUND$100
READING IS FUNDAMENTAL PGH
10 CHILDRENS WAYPITTSBURGHPA15212N/APCCONTRIBUTION TO THE GENERAL FUND$100SUITE 300
NATURE CONSERVANCY
PO BOX 1559MERRIFIELDVA221169592N/APCCONTRIBUTION TO THE GENERAL FUND$100
WORLD WILDLIFE FUND
PO BOX 96555WASHINGTONDC200777760N/APCCONTRIBUTION TO THE GENERAL FUND$100
NATIONAL WILDLIFE FEDERATION
PO BOX 1691MERRIFIELDVA221161691N/APCCONTRIBUTION TO THE GENERAL FUND$100
NATIONAL PARK FOUNDATION
PO BOX 17394BALTIMOREMD21298N/APCCONTRIBUTION TO THE GENERAL FUND$100
APPALACHIAN TRAIL CONSERVANCY
PO BOX 807HARPERS FERRYWV254259988N/APCCONTRIBUTION TO THE GENERAL FUND$100
SHRINERS HOSPITAL FOR CHILDREN
PO BOX 1510RANSONWV254384510N/APCCONTRIBUTION TO THE GENERAL FUND$100
WESTERN PENNSYLVANIA DIAPER BANK
201 N BRADDOCK AVEPITTSBURGHPA15208N/APCCONTRIBUTION TO THE GENERAL FUND$100STE 124
AMERICAN RED CROSS
PO BOX 90110PITTSBURGHPA152240510N/APCCONTRIBUTION TO THE GENERAL FUND$100
THE SALVATION ARMY
PO BOX 236PITTSBURGHPA15230N/APCCONTRIBUTION TO THE GENERAL FUND$100
SPECIAL OLYMPICS PENNSYLVANIA
2570 BLVD OF GENERALSNORRISTOWNPA19403N/APCCONTRIBUTION TO THE GENERAL FUND$100SUITE 124
SOCIETY OF THE LITTLE FLOWER
1313 N FRONTAGE ROADDARIENIL605615340N/APCCONTRIBUTION TO THE GENERAL FUND$100
NATIONAL WWII MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130N/APCCONTRIBUTION TO THE GENERAL FUND$100
UNITED STATES NAVY MEMORIAL
701 PENNSYLVANIA AVENUEWASHINGTONDC20004N/APCCONTRIBUTION TO THE GENERAL FUND$100
NATIONAL D-DAY MEMORIAL FOUNDATION
PO BOX 77BEDFORDVA24523N/APCCONTRIBUTION TO THE GENERAL FUND$100
NATIONAL VIETNAM WAR MUSEUM
PO BOX 1875MERRIFIELKDVA22116N/APCCONTRIBUTION TO THE GENERAL FUND$100
VIETNAM VETERAN MEMORIAL FUND
PO BOX 96764WASHINGTONDC20090N/APCCONTRIBUTION TO THE GENERAL FUND$100
AMERICAN LEGION NATIONAL HEADQUARTERS
PO BOX 21016TULSAOK741211016N/APCCONTRIBUTION TO THE GENERAL FUND$100
VETERANS OF FOREIGN WARS
PO BOX 8911TOPEKAKS666089940N/APCCONTRIBUTION TO THE GENERAL FUND$100
DISABLED AMERICAN VETERANS
PO BOX 14301CINCINNATIOH452500301N/APCCONTRIBUTION TO THE GENERAL FUND$100
WOUNDED WARRIORS PROJECT
PO BOX 758540TOPEKAKS666758540N/APCCONTRIBUTION TO THE GENERAL FUND$100
USO
PO BOX 96860WASHINGTONDC200777677N/APCCONTRIBUTION TO THE GENERAL FUND$100
NATIONAL AVIARY
700 ARCH STREETPITTSBURGHPA15212N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
TKE FOUNDATION INC
7439 WOODLAND AVENUEINDIANAPOLISIN46278N/APCUNRESTRICTED ANNUAL GIFT$10,000
UPMC CHILDRENS HOSPITAL FOUNDATION
4401 PENN AVENUEPITTSBURGHPA15224N/APCCONTRIBUTION TO THE GENERAL FUND$1,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
501 ST JUDES PLACEMEMPHISTN38105N/APCCONTRIBUTION TO THE GENERAL FUND$750
NATIONAL SOCIETY OF ARTS & LETTERS
2774 WISTERIA DRIVEGERMANTOWNMD20875N/APCCONTRIBUTION TO THE GENERAL FUND$600SUITE 36
IMANI CHRISTIAN ACADEMY
2150 EAST HILLS DRIVEPITTSBURGHPA15221N/APCCONTRIBUTION TO THE GENERAL FUND$500
SEWICKLEY VALLEY HISTORICAL SOCIETY
200 BROAD STREETSEWICKLEYPA15143N/APCCONTRIBUTION TO THE GENERAL FUND$100
CARMICHAELS AREA HISTORICAL SOCIETY INC
PO BOX 309CARMICHAELSPA15320N/APCCONTRIBUTION TO THE GENERAL FUND$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$188,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,390ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,963ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$475ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,878ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,878TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPNC ASSET MGMTStockNm
EOY Book Value$539,598EOYBookValueAmt
EOYFMV$580,359EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL & ACCTG FEESCategoryTxt
Legal Fees$495LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
INVESTMENT FEES$4,496
POSTAGE$78
OFFICE SUPPLIES$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITAL DIVIDENDSDesc
Amt$183Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX$160
EXCISE TAX$300