VICTOR AND ANNA MAE BEGHINI CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- VICTOR AND ANNA MAE BEGHINI CHARITABLE FOUNDATION (EIN 20-1879154)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-07-22
- IRS object ID
- 202422049349100007
- Schema version
- 2022v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-22T10:38:36-04:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591152714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8035 SPYGLASS HILL RD | AddressLine1Txt |
| City | MELBOURNE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329407984 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201879154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VICTOR AND ANNA MAE BEGHINI | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 7137895580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 WOODWAY DRIVE 1106 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN T MILLS | PersonNm |
| Person Title | SECT./TREAS. | PersonTitleTxt |
| Phone | 7133205684 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN T | PersonFirstNm |
| Person Last | MILLS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | MICHAEL R DURANTE CPA | PreparerPersonNm |
| PTIN | P00525773 | PTIN |
| Phone | 3217572020 | PhoneNum |
| Preparation | 2024-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,171,844 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $88,690 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,690 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $88,690 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $346,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $379,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $346,033 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $434,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $434,723 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $88,690 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $7,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,231 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,100 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,100 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,066 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,066 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,397 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $322,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $322,897 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $434,723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88,690 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,233 | CashBOYAmt |
| Cash EOY | $17,476 | CashEOYAmt |
| Cash EOYFMV | $17,476 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $238,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $238,847 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $601,384 | CorporateStockBOYAmt |
| Corporate Stock EOY | $567,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,693,811 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $203,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $203,981 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $221,710 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $916,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,028,258 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,171,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $916,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,028,258 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $916,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,258 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $916,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,028,258 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $916,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,028,258 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,258 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SH. DEERE + CO. | D | 2013-06-10 | 2022-12-06 | $88,992 | $17,262 | $71,730 | $71,730 |
| 1000 SH MARATHON PETROLEUM COMPANY | D | 2004-04-29 | 2023-04-26 | $122,528 | $8,084 | $114,444 | $114,444 |
| 1000 SH MARATHON PETROLEUM COMPANY | P | 2004-04-29 | 2023-08-14 | $148,786 | $8,084 | $140,702 | $140,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $346,033 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,043 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,043 | SubtotalAmt |
| Tax Based On Investment Income | $6,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,132 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,132 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,089 | OverpaymentAmt |
| Applied To ES Tax | $2,089 | AppliedToESTaxAmt |
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 | TX | 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 |
| Website Address | GUIDESTAR | WebsiteAddressTxt |
| Individual With Books | VICTOR BEGHNINI | IndividualWithBooksNm |
| Phone | 7137895580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6336 WOODWAY DR 1106 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77057 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VICTOR G BEGHINI | ||||||||
| 6336 WOODWAY DR 1106 | HOUSTON | TX | 77057 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANNA MAE BEGHINI | ||||||||
| 6336 WOODWAY DR 1106 | HOUSTON | TX | 77057 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| JOHN T MILLS | ||||||||
| 3463 COASTLINE LANE | MELBOURNE | FL | 32940 | SECT./TREAS. | 1.00 | $0 | $0 | $0 |
| GRETCHEN R HAGGERTY | ||||||||
| 97 COUNTRY CLUB DRIVE | PITTSBURGH | PA | 15241 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JOHN P SURMA | ||||||||
| 600 GRANT ST ROOM 610 | PITTSBURGH | PA | 15219 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,895,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,974,484 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,974,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,914,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,043 | TotalTaxAmt |
| Distributable Before Adj | $189,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,700 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $322,897 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $322,897 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,700 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,704 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $156,013 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $96,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $489,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $322,897 | QualifyingDistributionsAmt |
| Applied To Current Year | $189,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $133,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $622,285 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $556,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $79,704 | ExcessFromYear4Amt |
| Excess From Year3 | $90,514 | ExcessFromYear3Amt |
| Excess From Year2 | $156,013 | ExcessFromYear2Amt |
| Excess From Year1 | $96,729 | ExcessFromYear1Amt |
| Excess From Current Year | $133,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VICTOR G ANNA MAE BEGHINI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FINO FOOD BANK | ||||||
| 83775 CITRUS AVE | INDIO | CA | 92201 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $20,000 |
| SACRED HEART PARISH | ||||||
| 43775 DEEP CANNON RD | PALM DESERT | CA | 92260 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $15,000 |
| ST CECILIA CATHOLIC CHURCH | ||||||
| 11720 ST JEAN OF ARC DR | HOUSTON | TX | 77024 | PUBLIC | CY OPERATING SUPPORT AND BLDG. FUND | $72,500 |
| SAM HOUSTON AREA COUNCIL BSA | ||||||
| 2225 N LOOP WEST | HOUSTON | TX | 77008 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $20,000 |
| HOUSTON FOOD BANK | ||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $55,000 |
| WESTMORELAND FOOD BANK | ||||||
| 100 DEVONSHIRE DR | DELMONT | PA | 15626 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $20,000 |
| HOLY TRINITY PARISH | ||||||
| 342 WEST MAIN ST | LIGONIER | PA | 15658 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $5,000 |
| ALLEGHENY COUNTY PARKS FOUNDATION | ||||||
| 675 OLD FRANKSTOWN RD | PITTSBURGH | PA | 15289 | PUBLIC OPER. | CURRENT YEAR OPERATING SUPPORT | $4,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH ST NW | WASHINGTON DC | DC | 20006 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $55,000 |
| GROVE CITY COLLEGE | ||||||
| 100 CAMPUS DR | GROVE CITY | PA | 16127 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $4,000 |
| UNITED WAY OF GREATER HOUSTON | ||||||
| 50 WAUGH DR | HOUSTON | TX | 77007 | PUBLIC | CURRENT YEAR OPERATING SUPPORT | $20,000 |
| UNIVERSITY OF PITTSBURGH | ||||||
| 128 N CRAIG ST | PITTSBURGH | PA | 15260 | CURRENT YEAR LIVER CANCER RESEARCH | $15,000 | |
| BREVARD ALZHEIMER'S FOUNDATION | ||||||
| 4676 N WICKHAM RD | MELBOURNE | FL | 32935 | CURRENT YEAR OPERATING SUPPORT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,690 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $346,033 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $434,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $434,723 | TotalIncomeProducingActyAmt |
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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | J.P.M, INVEST BALANCED FUND | BondNm |
| EOY Book Value | $203,981 | EOYBookValueAmt |
| EOYFMV | $221,710 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CULLEN HIGH DIVIDEND EQUITY FUND | $125,984 | $140,198 |
| HONEYWELL INTERNATIONAL, INC | $75,846 | $313,472 |
| MARATHON PETROLEUM CORP | $92,286 | $2,163,255 |
| UNION PACIFIC CORP | $90,138 | $360,432 |
| WORTHINGTON INDUSTRIES | $80,993 | $286,800 |
| HOME DEPOT INC | $12,081 | $47,024 |
| DEERE & CO | $90,626 | $382,630 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INDIRECT OTHER PROFESSIONAL FEES | $1,500 | $1,500 |
| J.P. MORGAN CHASE FEES AND COMMI | $5,731 | $5,731 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX DEPOSITS | CategoryTxt |
| Amt | $4,100 | Amt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |