HARRY SANDLER TR FBO VARIOUS CHARITIES 10151478005: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY SANDLER TR FBO VARIOUS CHARITIES 10151478005 (EIN 04-6455276)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202401289349102665
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T12:01:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046455276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDLER H FBO VARIOUS CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6177227415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6177227415 | PhoneNum |
| Signature | 2024-03-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | STAGIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-03-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,471,348 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $616,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,212 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,232 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $73,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,722 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,654 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $273 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,030 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,924 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,415 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,649 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,444,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,399,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,409,699 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,506,642 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,460,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,471,348 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,506,642 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,460,875 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,506,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,460,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,506,642 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,460,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,506,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $1,460,955 | SubtotalAmt |
| Other Decreases | $80 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,460,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 236.167 BNY MELLON MID CAP STK FD CL M | 2022-12-13 | 2023-03-06 | $4,017 | $3,880 | $137 | $137 | |
| 136.837 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2023-03-06 | $1,999 | $2,447 | -$448 | -$448 | |
| 50.232 BNYM YLD ENHAN STRAT-Y | 2014-04-01 | 2023-03-06 | $544 | $629 | -$85 | -$85 | |
| 92.119 DFA EMERG MKTS CORE EQUITY | 2020-03-05 | 2023-03-06 | $1,960 | $1,818 | $142 | $142 | |
| 56.151 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-03-06 | $1,636 | $2,001 | -$365 | -$365 | |
| 452.04 GATEWAY TR | 2021-11-04 | 2023-03-06 | $16,626 | $18,294 | -$1,668 | -$1,668 | |
| 373.923 GOLDMAN SACHS ABS RETURN TR FUND - I | 2020-11-13 | 2023-03-06 | $3,369 | $3,653 | -$284 | -$284 | |
| 21. ISHARES DJ SELECT DIVIDEND INDEX FD | 2021-11-03 | 2023-03-06 | $2,560 | $2,516 | $44 | $44 | |
| 178. ISHARES 1-3 YEAR TREASURY BOND ETF | 2022-08-01 | 2023-03-06 | $14,365 | $14,770 | -$405 | -$405 | |
| 917. ISHARES MSCI EAFE INDEX FD | 2022-11-04 | 2023-03-06 | $64,815 | $55,724 | $9,091 | $9,091 | |
| 18. ISHARES TR S&P MIDCAP 400 INDEX FD | 2022-08-01 | 2023-03-06 | $4,700 | $4,516 | $184 | $184 | |
| 1865. VANGUARD RUSSELL 1000 | 2022-11-04 | 2023-03-06 | $344,522 | $319,751 | $24,771 | $24,771 | |
| 2136.166 DFA EMERG MKTS CORE EQUITY | 2020-03-05 | 2023-05-11 | $45,308 | $42,147 | $3,161 | $3,161 | |
| 100.013 BNY MELLON MID CAP STK FD CL M | 2022-12-13 | 2023-07-25 | $1,791 | $1,643 | $148 | $148 | |
| 3.478 BNY MELLON MID CAP STK FD CL M | 2016-02-17 | 2023-07-25 | $62 | $44 | $18 | $18 | |
| 84.839 BNY MELLON BOND FD CL M | 2020-11-13 | 2023-07-25 | $925 | $1,151 | -$226 | -$226 | |
| 47.226 BNYM GLBL RL EST SEC-Y | 2021-11-04 | 2023-07-25 | $370 | $508 | -$138 | -$138 | |
| 62.82 BNYM YLD ENHAN STRAT-Y | 2014-04-01 | 2023-07-25 | $689 | $787 | -$98 | -$98 | |
| 17.92 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-07-25 | $549 | $639 | -$90 | -$90 | |
| 99.72 GATEWAY TR | 2021-11-04 | 2023-07-25 | $3,965 | $4,036 | -$71 | -$71 | |
| 84.189 GOLDMAN SACHS ABS RETURN TR FUND - I | 2020-11-13 | 2023-07-25 | $794 | $823 | -$29 | -$29 | |
| 85. ISHARES S&P 500 INDEX FUND | 2023-03-06 | 2023-07-25 | $38,778 | $34,557 | $4,221 | $4,221 | |
| 3. ISHARES TR S&P MIDCAP 400 INDEX FD | 2022-08-01 | 2023-07-25 | $809 | $753 | $56 | $56 | |
| 29. ISHARES CORE MSCI EAFE ETF | 2023-03-06 | 2023-07-25 | $1,995 | $1,924 | $71 | $71 | |
| 54. ISHARES MSCI EMERGING MARKETS EX | 2023-05-11 | 2023-07-25 | $2,913 | $2,696 | $217 | $217 | |
| 173.717 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2023-07-25 | $2,932 | $3,155 | -$223 | -$223 | |
| 117.505 BNY MELLON BOND FD CL M | 2020-11-13 | 2023-08-14 | $1,258 | $1,595 | -$337 | -$337 | |
| 24.934 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2023-08-14 | $357 | $446 | -$89 | -$89 | |
| 97.374 BNYM YLD ENHAN STRAT-Y | 2014-04-01 | 2023-08-14 | $1,058 | $1,220 | -$162 | -$162 | |
| 413.522 D F A COMMODITY STRATEGY PORT | 2023-08-14 | $1,931 | $1,923 | $8 | $8 | ||
| 2581.047 D F A COMMODITY STRATEGY PORT | 2023-08-14 | $12,054 | $17,603 | -$5,549 | -$5,549 | ||
| 7.029 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-08-14 | $210 | $251 | -$41 | -$41 | |
| 17.123 GATEWAY TR | 2021-11-04 | 2023-08-14 | $678 | $693 | -$15 | -$15 | |
| 29.331 GOLDMAN SACHS ABS RETURN TR FUND - I | 2020-11-13 | 2023-08-14 | $275 | $287 | -$12 | -$12 | |
| 71.995 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2023-08-14 | $1,221 | $1,307 | -$86 | -$86 | |
| 717.589 BNY MELLON SMALL CAP STK FD CL M SHS | 2020-11-13 | 2023-11-20 | $13,125 | $14,890 | -$1,765 | -$1,765 | |
| 8.722 BNY MELLON BOND FD CL M | 2020-11-13 | 2023-11-20 | $93 | $118 | -$25 | -$25 | |
| 36.581 BNYM GLBL RL RTRN -Y | 2021-11-04 | 2023-11-20 | $530 | $654 | -$124 | -$124 | |
| 30.074 BNYM YLD ENHAN STRAT-Y | 2014-04-01 | 2023-11-20 | $326 | $377 | -$51 | -$51 | |
| .015 FIDELITY ADV INTL SM CAP-Z | 2021-11-04 | 2023-11-20 | $1 | -$1 | -$1 | ||
| 18.375 GATEWAY TR | 2021-11-04 | 2023-11-20 | $729 | $744 | -$15 | -$15 | |
| 30.572 GOLDMAN SACHS ABS RETURN TR FUND - I | 2020-11-13 | 2023-11-20 | $288 | $299 | -$11 | -$11 | |
| 3. ISHARES TR S & P SMALL CAP 600 | 2023-07-25 | 2023-11-20 | $290 | $311 | -$21 | -$21 | |
| 94. ISHARES TR S & P SMALL CAP 600 | 2022-08-01 | 2023-11-20 | $9,074 | $9,580 | -$506 | -$506 | |
| 4. ISHARES CORE MSCI EAFE ETF | 2023-08-14 | 2023-11-20 | $269 | $269 | |||
| 21. ISHARES MSCI EMERGING MARKETS EX | 2023-11-20 | $1,108 | $1,075 | $33 | $33 | ||
| 77.852 NEUBERGER BERMAN LONG SH-INS | 2021-11-04 | 2023-11-20 | $1,342 | $1,414 | -$72 | -$72 | |
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,922 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,212 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $770 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $272 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $272 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $498 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177227415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 284 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BNY MELLON N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $24,722 | 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 | $1,373,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,418,367 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,418,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,397,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $770 | TotalTaxAmt |
| Distributable Before Adj | $69,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,085 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,019 | 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 | $104,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,573 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,573 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,361 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $11,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 021621699 | NONE | PC | GENERAL OPERATING | $5,550 |
| JOSLIN DIABETES CENTER | |||||||
| ONE JOSLIN PLACE | BOSTON | MA | 022155308 | NONE | PC | GENERAL OPERATING | $5,550 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | GENERAL OPERATING | $10,260 |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 9110 | WALTHAM | MA | 022549110 | NONE | PC | GENERAL OPERATING | $14,975 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | PC | GENERAL OPERATING | $5,550 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVE OV | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING | $5,550 |
| HEBREW REHABILITATION CENTER | |||||||
| 1200 CENTRE ST | ROSLINDALE | MA | 021311011 | NONE | PC | GENERAL OPERATING | $19,750 |
| AMERICAN CANCER SOCIETY | |||||||
| POBOX 720366 | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL OPERATING | $5,550 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 021582597 | NONE | PC | GENERAL OPERATING | $5,550 |
| JEWISH GUILD FOR THE BLIND | |||||||
| 250 W 64TH ST | NEW YORK | NY | 100236402 | NONE | PC | GENERAL OPERATING | $5,550 |
| ORT AMERICA INC | |||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $10,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,095 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,232 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $73,433 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,433 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M509 BNY MELLON MID CAP S | AT COST | $29,219 | $51,345 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $532,118 | $475,156 |
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $92,714 | $82,789 |
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $20,098 | $19,407 |
| 05569M806 BNY MELLON SMALL CAP | AT COST | $27,159 | $26,728 |
| 233203421 DFA EMERG MKTS CORE | |||
| 367829884 GATEWAY TR | AT COST | $50,777 | $52,343 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $52,513 | $52,319 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $19,332 | $15,123 |
| 464287168 ISHARES DJ SELECT DI | AT COST | $36,647 | $36,221 |
| 05587N794 BNYM GLBL RL RTRN -Y | AT COST | $34,360 | $28,813 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $16,128 | $14,577 |
| 23320G463 D F A COMMODITY STRA | |||
| 464287465 ISHARES MSCI EAFE IN | |||
| 464287507 ISHARES TR S&P MIDCA | AT COST | $46,435 | $51,273 |
| 92206C730 VANGUARD RUSSELL 100 | |||
| 464287457 ISHARES 1-3 YEAR TRE | |||
| 464287804 ISHARES TR S & P SMA | AT COST | $17,015 | $18,078 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $320,603 | $373,029 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $61,827 | $65,566 |
| 46434G764 ISHARES MSCI EMERGIN | AT COST | $42,281 | $46,932 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $80 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE INCOME TAXES - PRINCIPAL | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $2,232 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $162 | $162 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $111 | $111 | $0 |