ROBERT AND PATRICIA@LONG FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND PATRICIA@LONG FAMILY FOUNDATION (EIN 82-3918136)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202441289349101949
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T09:01:45-05:00 | 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 | 823918136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND PATRICIA LONG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4122345908 | 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 | 4122345908 | PhoneNum |
| Signature | 2024-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2024-03-28 | 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 | $674,361 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,866 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,866 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $407,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,764 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $33,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,630 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,448 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,669 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,779 | 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 | $1,265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $203 | 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 |
| Tot Opr Expenses Rev And Expnss | $10,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,713 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$165,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,253 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $772,524 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $610,220 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $662,108 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $787,578 | TotalAssetsBOYAmt |
| Total Assets EOY | $622,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $674,361 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $787,578 | CapitalStockBOYAmt |
| Capital Stock EOY | $622,473 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $787,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $622,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $787,578 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $622,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $787,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$165,083 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $622,495 | SubtotalAmt |
| Other Decreases | $22 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $622,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 220. ISHARES TR S & P SMALL CAP 600 | 2022-12-05 | 2023-05-23 | $20,770 | $21,839 | -$1,069 | -$1,069 |
| 2000. VANGUARD HIGH DVD YIELD ETF | 2021-03-12 | 2023-05-23 | $206,727 | $201,934 | $4,793 | $4,793 |
| 317.46 G Q G PART EMERG MKTS EQ-INST | 2022-12-06 | 2023-12-12 | $5,000 | $4,305 | $695 | $695 |
| 4258.943 BNY MELLON CORP BOND-M | 2022-12-06 | 2023-12-12 | $50,000 | $49,404 | $596 | $596 |
| 471.698 CALVERT SMALL CAP FUND | 2023-05-23 | 2023-12-12 | $15,000 | $14,675 | $325 | $325 |
| 2893.519 DOUBLELINE TOTAL RET BD-I | 2022-12-06 | 2023-12-12 | $25,000 | $25,868 | -$868 | -$868 |
| 500. ISHARES DJ SELECT DIVIDEND INDEX FD | 2023-05-23 | 2023-12-12 | $57,175 | $55,720 | $1,455 | $1,455 |
| 50. ISHARES TR S&P MIDCAP 400 INDEX FD | 2022-12-05 | 2023-12-12 | $13,186 | $12,523 | $663 | $663 |
| 220. ISHARES CORE MSCI EAFE ETF | 2022-12-05 | 2023-12-12 | $14,998 | $13,824 | $1,174 | $1,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,764 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $532 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $532 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $146 | OverpaymentAmt |
| Applied To ES Tax | $146 | 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 | PA | 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 | 4122345908 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT H LONG | ||||||
| 723 FRANKLIN ROAD | MARS | PA | 16046 | CHAIRMAN,MANAGER | 0 | $0 |
| PATRICIA J LONG | ||||||
| 723 FRANKLIN ROAD | MARS | PA | 16046 | MEMBER | 0 | $0 |
| JEFFERSON D LONG | ||||||
| 7264 FRANKLIN ROAD | CRANBERRY | PA | 16066 | MEMBER | 0 | $0 |
| JASON A LONG | ||||||
| 6915 LEXINGTON COURT | EAST AMHERST | NY | 14051 | MEMBER | 0 | $0 |
| AMANDA BUONAMICI | ||||||
| 6960 EAGLE SHADOW AVENUE | BRIGHTON | CO | 80602 | MEMBER | 0 | $0 |
| JACOB R LONG | ||||||
| 543 DEAN ROAD | MARS | PA | 16046 | MEMBER | 0 | $0 |
| BNY MELLON N A | ||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $9,448 |
| 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 | $786,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $801,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $801,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $789,648 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386 | TotalTaxAmt |
| Distributable Before Adj | $39,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,096 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,779 | 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 | $191,779 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $149,536 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,536 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,683 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $302,219 | 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 | $302,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $149,536 | ExcessFromYear1Amt |
| Excess From Current Year | $152,683 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 285 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING | $20,000 |
| COVENANT HOUSE | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 100011810 | NONE | PC | GENERAL OPERATING | $2,000 |
| HUNTERS HOPE FOUNDATION INC | |||||||
| 21 PRINCETON PLACE SUITE 12 | ORCHARD PARK | NY | 141272396 | NONE | PC | GENERAL OPERATING | $1,000 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $25,000 |
| CITY RESCUE MISSION | |||||||
| PO BOX 96 | NEW CASTLE | PA | 161030096 | NONE | PC | GENERAL OPERATING | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 451 44TH ST | PITTSBURGH | PA | 152011138 | NONE | PC | GENERAL OPERATING | $1,000 |
| JUBILEE ASSOCIATION INC | |||||||
| 2005 WYANDOTTE ST | PITTSBURGH | PA | 152195536 | NONE | PC | GENERAL OPERATING | $5,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN ST | DUQUESNE | PA | 151101097 | NONE | PC | GENERAL OPERATING | $25,000 |
| ST BERNARD CHURCH | |||||||
| 1306 E MAIN ST | CRAWFORDSVLLE | IN | 479332001 | NONE | PC | GENERAL OPERATING | $10,000 |
| JULIE A BRYANT FOUNDATION | |||||||
| 809 FRANKLIN RD | MARS | PA | 160464023 | NONE | PC | GENERAL OPERATING | $10,000 |
| MINISTRIES INC | |||||||
| 6006 SJOLANDER RD | BAYTOWN | TX | 775219325 | NONE | PC | GENERAL OPERATING | $10,000 |
| ST ANTHONY FOUNDATION | |||||||
| 150 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING | $2,000 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 980019520 | NONE | PC | GENERAL OPERATING | $20,000 |
| WOMENS CENTER AND SHELTER OF | |||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL OPERATING | $25,000 |
| PORTVILLE PRESBYTERIAN CHURCH | |||||||
| 19 N MAIN ST | PORTVILLE | NY | 14770 | NONE | PC | GENERAL OPERATING | $20,000 |
| SMILE TRAIN | |||||||
| 633 3RD AVE 9TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,000 | 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 | $25,866 | 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 | $7,764 | 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 | $33,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,630 | 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 (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 00771X419 G Q G PART EMERG MKT | AT COST | $26,695 | $31,184 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $113,196 | $134,692 |
| 05569M368 BNY MELLON CORP BOND | AT COST | $55,596 | $57,609 |
| 44134R735 HOTCHKIS & WILEY HIG | AT COST | $40,000 | $42,167 |
| 258620103 DOUBLELINE TOTAL RET | AT COST | $79,132 | $78,247 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $60,612 | $67,070 |
| 464287804 ISHARES TR S & P SMA | AT COST | $22,038 | $24,032 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $45,558 | $51,004 |
| 921946406 VANGUARD HIGH DVD YI | |||
| 13161P862 CALVERT SMALL CAP FU | AT COST | $5,825 | $6,252 |
| 464287168 ISHARES DJ SELECT DI | AT COST | $151,781 | $159,654 |
| 78463X541 SPDR S&P GLOBAL NATU | AT COST | $9,787 | $10,197 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $21 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $175 | $175 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $530 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $532 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $28 | $28 | $0 |