LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST (EIN 22-6912465)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349103865
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T16:00:36-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251796920 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226912465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD A AND MARY JANE SCHAFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 4122610779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET STERLING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122610779 | PhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M SCHMIDT | PreparerPersonNm |
| PTIN | P00752585 | PTIN |
| Phone | 4122610779 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $3,261,461 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $72,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,674 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $933,548 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,884 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $131,558 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,558 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,924 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,924 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 Rev And Expnss | $51,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,138 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $426 | 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 | $620 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $620 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $88,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$151,449 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $191,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $421,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $421,215 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,705,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,534,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,470,811 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $605,727 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $394,813 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $369,435 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,502,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,350,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,261,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,502,759 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,350,683 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,502,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,350,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,502,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,350,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,502,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$151,449 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,351,310 | SubtotalAmt |
| Other Decreases | $627 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,350,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .14 ADVANCED MICRO DEVICES INC (AMD) | 2019-10-03 | 2022-03-10 | $15 | $8 | $7 | $7 | |
| 850. BANK NEW YORK MELLON CORP (BK) | 2009-05-06 | 2022-09-14 | $37,376 | $24,252 | $13,124 | $13,124 | |
| 50000. THE BANK OF NEW YORK 2.60% DUE 02/07/202 | 2019-05-22 | 2022-01-13 | $50,000 | $50,000 | |||
| 436. BRISTOL MYERS SQUIBB CO (BMY) | 2020-12-21 | 2022-09-14 | $30,746 | $26,924 | $3,822 | $3,822 | |
| 750. CIENA CORP COM (CIEN) | 2020-10-26 | 2022-01-04 | $56,446 | $30,211 | $26,235 | $26,235 | |
| 800. CISCO SYSTEMS INC (CSCO) | 2014-03-25 | 2022-08-12 | $37,136 | $17,726 | $19,410 | $19,410 | |
| 1100. CISCO SYSTEMS INC (CSCO) | 2020-01-08 | 2022-08-12 | $51,062 | $52,123 | -$1,061 | -$1,061 | |
| 25000. CITIGROUP INC 2.75% DUE 04/25/2022 | 2019-03-27 | 2022-04-25 | $25,000 | $25,000 | |||
| 1165. COGNEX CORP (CGNX) | 2020-10-26 | 2022-08-12 | $55,864 | $78,721 | -$22,857 | -$22,857 | |
| 264. DANAHER CORP (DHR) | 2022-08-12 | 2022-11-14 | $71,236 | $77,566 | -$6,330 | -$6,330 | |
| 32. DIGITAL REALTY TRUST INC (DLR) | 2021-10-15 | 2022-09-14 | $3,732 | $4,723 | -$991 | -$991 | |
| 604. DIGITAL REALTY TRUST INC (DLR) | 2021-10-15 | 2022-11-14 | $65,323 | $89,141 | -$23,818 | -$23,818 | |
| 638. WALT DISNEY CO (DIS) | 2020-10-26 | 2022-04-01 | $87,339 | $78,942 | $8,397 | $8,397 | |
| 74. GXO LOGISITICS INC (GXO) | 2022-04-25 | 2022-07-14 | $2,854 | $4,505 | -$1,651 | -$1,651 | |
| 600. INTEL CORP (INTC) | 2014-03-25 | 2022-02-07 | $28,959 | $15,275 | $13,684 | $13,684 | |
| 500. INTEL CORP (INTC) | 2017-06-19 | 2022-02-07 | $24,133 | $17,731 | $6,402 | $6,402 | |
| 300. INTERNATIONAL BUSINESS MACHINES CORP (IBM) | 2006-04-13 | 2022-01-05 | $42,175 | $23,574 | $18,601 | $18,601 | |
| 7. S&P 500 (IVV) | 2022-07-14 | 2022-09-14 | $2,763 | $2,627 | $136 | $136 | |
| 60. KYNDRL HOLDINGS (KD) | 2006-04-13 | 2022-01-03 | $1,158 | $1,174 | -$16 | -$16 | |
| 80. LULULEMON ATHLETICA INC (LULU) | 2021-10-15 | 2022-11-14 | $28,413 | $32,401 | -$3,988 | -$3,988 | |
| 50000. MERCK & CO INC 2.40% DUE 09/15/2022 | 2017-10-18 | 2022-09-15 | $50,000 | $50,000 | |||
| 30000. ORACLE CORP 2.50% DUE 10/15/2022 | 2019-01-17 | 2022-10-17 | $30,000 | $30,000 | |||
| 50000. PNC FUNDING CORP 3.30% DUE 03/08/2022 | 2018-03-13 | 2022-02-07 | $50,000 | $50,000 | |||
| 15000. TOYOTA MOTOR CRED 2.60% DUE 01/11/2022 | 2018-04-23 | 2022-01-11 | $15,000 | $15,000 | |||
| 238. VERIZON COMMUNICATIONS (VZ) | 2017-05-17 | 2022-09-14 | $9,826 | $10,632 | -$806 | -$806 | |
| 300. VERIZON COMMUNICATIONS (VZ) | 2016-11-10 | 2022-09-14 | $12,385 | $14,052 | -$1,667 | -$1,667 | |
| 300. VERIZON COMMUNICATIONS (VZ) | 2014-04-23 | 2022-09-14 | $12,385 | $14,133 | -$1,748 | -$1,748 | |
| 500. WESTLAKE CHEMICAL CORP (WLK) | 2019-02-06 | 2022-08-12 | $51,712 | $38,223 | $13,489 | $13,489 | |
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P | |||||
| CAPITAL GAIN DIVIDENDS | $510 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,884 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $632 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $632 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $868 | OverpaymentAmt |
| Applied To ES Tax | $868 | 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 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122610779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX ST STE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | 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 | JANET L STERLING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 774 MARIGOLD COURT | AddressLine1Txt |
| City | BRIDGEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 24 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $33,924 | 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 | $3,180,382 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $421,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,601,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,601,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,547,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $632 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $632 | TotalTaxAmt |
| Distributable Before Adj | $176,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,175 | 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 | $194,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,344 | 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 | $194,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,344 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $175,913 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 320 BILMAR DRIVE | PITTSBURGH | PA | 15205 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| CIRCUS SAINTS & SINNERS CLUB | ||||||||
| PO BOX 24585 | PITTSBURGH | PA | 15234 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| CRAFTON HEIGHTS PRESBYTERIAN CHURCH | ||||||||
| 50 STRATMORE AVENUE | PITTSBURGH | PA | 15205 | NONE | 501(C)(3) | GENERAL | $30,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 810 RIVER AVENUE SUITE 100 | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| FOSTERCAT INC | ||||||||
| PO BOX 23414 | PITTSBURGH | PA | 152226414 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| GLOBAL LINKS | ||||||||
| 1023 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $5,000 | |
| GOODWILL OF SOUTHWESTERN PA | ||||||||
| 2600 E CARSON STREET | PITTSBURGH | PA | 15203 | NONE | 501(C)(3) | GENERAL | $10,000 | |
| FOUNDATION FOR IUP | ||||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | NONE | 501(C)(3) | GENERAL | $30,000 | |
| LIGHT OF LIFE MISSION | ||||||||
| PO BOX 6283 | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | GENERAL | $5,000 | |
| UNITY PRESBYTERIAN CHURCH | ||||||||
| 1146 GREENTREE ROAD | PITTSBURGH | PA | 15216 | NONE | 501(C)(3) | GENERAL | $35,000 | |
| PAULINE AUBERLE FOUNDATION | ||||||||
| 1101 HARTMAN STREET | MCKEESPORT | PA | 15132 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| ROTARY CLUB | ||||||||
| PO BOX 12639 | PITTSBURGH | PA | 15241 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| THE SALVATION ARMY | ||||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $8,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 200 SOUTH CRAIG STREET | PITTSBURGH | PA | 15260 | NONE | 501(C)(3) | GENERAL | $15,000 | |
| WOMEN INVESTING IN SECURITY & EDUCATION | ||||||||
| 501 FRENCH STREET | SANTA ANA | CA | 92701 | NONE | 501(C)(3) | GENERAL | $3,000 | |
| WOUNDED WARRIORS PROJECT | ||||||||
| 301 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| KING SCHOOL | ||||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | NONE | 501(C)(3) | GENERAL | $10,675 | |
| AUTISM CONNECTION OF PA | ||||||||
| 35 WILSON STREET | PITTSBURGH | PA | 15223 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL | $4,000 | |
| HONDURAS HOPE MISSION | ||||||||
| PO BOX 463 | MARS | PA | 16046 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| NASH EDUCATION | ||||||||
| 63 STANCEY ROAD | PITTSBURGH | PA | 15220 | NONE | 501 (C) (3) | GENERAL | $3,000 | |
| WOMEN OF SOUTHWESTERN PA INC | ||||||||
| PO BOX 1112 | MCMURRAY | PA | 15317 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| PO BOX 1510 | RANSON | WV | 254384510 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 90 EMERSON LANE 1403 | BRIDGEVILLE | PA | 15017 | NONE | 501(C)(3) | GENERAL | $2,500 | |
| HORSES WITH HOPE | ||||||||
| 6235 BRUSH RUN ROAD | BETHEL PARK | PA | 15102 | NONE | 501(C)(3) | GENERAL | $500 | |
| BE NOT AFRAID | ||||||||
| PO BOX 1781 | MOORESVILLE | NC | 28115 | NONE | 501(C)(3) | GENERAL | $500 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 3266 | LANCASTER | PA | 176043266 | NONE | 501(C)(3) | GENERAL | $5,000 | OF SOUTHWESTERN PENNSYLVANIA |
| AMERICAN HEART ASSOCIATION | ||||||||
| PO BOX 840692 | DALLAS | TX | 752840692 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| MELISSA STEWART | ||||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | GENERAL | $10,000 | WINWARD FUND DIRECTOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,175 | 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 | $72,674 | 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 | $58,884 | 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 | $131,558 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,558 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $576 |
| ACCRUED INTEREST ADJUSTMENT | $51 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $620 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES (DEDUCT | CategoryTxt |
| Amt | $51,138 | Amt |
| Net Investment Income | $51,138 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $426 | $426 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,224 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,500 | $0 | $0 |