SONIA RAIZISS GIOP CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SONIA RAIZISS GIOP CHARITABLE FOUNDATION (EIN 25-6453053)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202341289349100544
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T11:00:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256453053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONIA RAIZISS GIOP CHAR FDN-CHAR TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIOP | BusinessNameControlTxt |
| Phone | 2155533388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BNY MELLON NA 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 | 2155533388 | PhoneNum |
| Signature | 2023-04-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-04-04 | 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 | 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 | $3,871,498 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $234,287 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $77,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,371,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,484 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $313,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,975 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,051 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,780 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,220 | 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 | $13,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,151 | 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 | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,470 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $296,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $365,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $278,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $278,553 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,227,045 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,588,147 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,592,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,592,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,866,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,871,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,592,420 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,866,700 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,592,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,866,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,592,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,866,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,592,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $296,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $3,889,245 | SubtotalAmt |
| Other Decreases | $22,545 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,866,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5019.113 BNY MELLON TAX-SENSITIVE LARGE CAP-M | 2021-12-21 | 2022-05-04 | $96,066 | $103,896 | -$7,830 | -$7,830 | |
| 57971.014 BNY MELLON TAX-SENSITIVE LARGE CAP-M | 2021-04-28 | 2022-05-04 | $1,109,565 | $1,200,000 | -$90,435 | -$90,435 | |
| 1225.9 BNY MELLON FOCUSED EQUITY OPP-M | 2021-12-09 | 2022-05-04 | $21,257 | $24,101 | -$2,844 | -$2,844 | |
| 8029.986 BNY MELLON FOCUSED EQUITY OPP-M | 2022-05-04 | $139,240 | $102,712 | $36,528 | $36,528 | ||
| 2830.905 BNY MELLON MID CAP STK FD CL M | 2021-12-14 | 2022-05-04 | $55,174 | $59,789 | -$4,615 | -$4,615 | |
| 1917.035 BNY MELLON MID CAP STK FD CL M | 2022-05-04 | $37,363 | $36,278 | $1,085 | $1,085 | ||
| 1084.682 BNY MELLON SMALL CAP STK FD CL M SHS | 2021-12-17 | 2022-05-04 | $22,702 | $24,243 | -$1,541 | -$1,541 | |
| 80.45 BNY MELLON SMALL CAP STK FD CL M SHS | 2022-05-04 | $1,684 | $1,885 | -$201 | -$201 | ||
| 16425.855 BNY MELLON INTERMEDIATE BOND FD CL M | 2022-05-04 | $196,617 | $200,508 | -$3,891 | -$3,891 | ||
| 25428.8 BNY MELLON INTL FD CL M SHSS | 2022-05-04 | $342,017 | $224,950 | $117,067 | $117,067 | ||
| 21.386 BNY MELLON HIGH YIELD-I | 2021-12-02 | 2022-05-04 | $118 | $129 | -$11 | -$11 | |
| 9211.337 BNY MELLON HIGH YIELD-I | 2022-05-04 | $50,847 | $58,126 | -$7,279 | -$7,279 | ||
| 992.407 BNYM LARGE CAP GROWTH-Y | 2013-07-18 | 2022-05-04 | $23,937 | $13,864 | $10,073 | $10,073 | |
| 576.245 BNYM DIVERSIFIED INTL-Y | 2021-12-31 | 2022-05-04 | $7,428 | $8,649 | -$1,221 | -$1,221 | |
| 8539.289 BNYM DIVERSIFIED INTL-Y | 2022-05-04 | $110,071 | $123,996 | -$13,925 | -$13,925 | ||
| 153.441 BNY MELLON MID CAP STK FD CL M | 2021-12-14 | 2022-08-01 | $2,820 | $3,241 | -$421 | -$421 | |
| 10183.197 BNY MELLON MID CAP STK FD CL M | 2022-08-01 | $187,167 | $109,264 | $77,903 | $77,903 | ||
| 635.335 BNY MELLON SMALL CAP STK FD CL M SHS | 2022-08-01 | $12,783 | $14,200 | -$1,417 | -$1,417 | ||
| 6169.301 BNY MELLON SMALL CAP STK FD CL M SHS | 2022-08-01 | $124,126 | $91,686 | $32,440 | $32,440 | ||
| 377.586 BNYM GLBL RL EST SEC-Y | 2022-08-01 | $3,379 | $3,565 | -$186 | -$186 | ||
| 8951.945 BNYM YLD ENHAN STRAT-Y | 2022-08-01 | $100,262 | $112,436 | -$12,174 | -$12,174 | ||
| 388.639 DFA EMERG MKTS CORE EQUITY | 2022-05-04 | 2022-08-01 | $8,181 | $8,943 | -$762 | -$762 | |
| 7142.857 DFA EMERG MKTS CORE EQUITY | 2021-04-28 | 2022-08-01 | $150,357 | $190,000 | -$39,643 | -$39,643 | |
| 1638.998 FIDELITY ADV INTL SM CAP-Z | 2022-05-04 | 2022-08-01 | $44,777 | $47,728 | -$2,951 | -$2,951 | |
| 518. ISHARES CORE MSCI EAFE ETF | 2022-05-04 | 2022-08-01 | $32,168 | $33,519 | -$1,351 | -$1,351 | |
| 575.697 BNY MELLON FOCUSED EQUITY OPP-M | 2021-12-09 | 2022-09-01 | $9,096 | $11,318 | -$2,222 | -$2,222 | |
| 3770.972 BNY MELLON FOCUSED EQUITY OPP-M | 2022-09-01 | $59,581 | $51,516 | $8,065 | $8,065 | ||
| 1169.337 BNY MELLON EMERGING MKTS FD CL M SHS | 2022-09-01 | $12,453 | $6,962 | $5,491 | $5,491 | ||
| 2.025 BNY MELLON HIGH YIELD-I | 2021-12-02 | 2022-09-01 | $11 | $12 | -$1 | -$1 | |
| 871.999 BNY MELLON HIGH YIELD-I | 2022-09-01 | $4,526 | $5,510 | -$984 | -$984 | ||
| 992.406 BNYM LARGE CAP GROWTH-Y | 2013-07-18 | 2022-09-01 | $21,406 | $13,864 | $7,542 | $7,542 | |
| 150.225 BNYM DIVERSIFIED INTL-Y | 2021-12-31 | 2022-09-01 | $1,686 | $2,255 | -$569 | -$569 | |
| 2226.158 BNYM DIVERSIFIED INTL-Y | 2022-09-01 | $24,977 | $21,442 | $3,535 | $3,535 | ||
| 11.126 BNY MELLON NTL INTER MUN BD FD CL M | 2021-12-23 | 2022-09-07 | $141 | $156 | -$15 | -$15 | |
| 2285.539 BNY MELLON NTL INTER MUN BD FD CL M | 2022-09-07 | $28,981 | $31,161 | -$2,180 | -$2,180 | ||
| 2919. ISHARES S&P 500 INDEX FUND | 2022-11-04 | $1,102,837 | $1,212,192 | -$109,355 | -$109,355 | ||
| 3368. ISHARES CORE MSCI EAFE ETF | 2022-11-04 | $192,046 | $215,660 | -$23,614 | -$23,614 | ||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P | |||||
| CAPITAL GAIN DIVIDENDS | $33,393 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,660 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,660 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,631 | OverpaymentAmt |
| Applied To ES Tax | $516 | AppliedToESTaxAmt |
| Refund | $6,115 | 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 | NY | 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 | 2155533388 | 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 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ANTOINETTE DENISOF | ||||||
| 140 RIVERSIDE DRIVE APT 19J | NEW YORK | NY | 10024 | CO-TRUSTEE | 1 | $0 |
| BNY MELLON N A | ||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | CO-TRUSTEE | 1 | $3,051 |
| 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 | $3,599,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,162 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,897,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,897,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,839,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,029 | TotalTaxAmt |
| Distributable Before Adj | $190,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $190,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $190,942 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,470 | 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 | $1,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $190,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $60,572 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $112,871 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,814 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $333,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $189,472 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $189,472 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,213 | 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 | $144,213 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $66,399 | ExcessFromYear3Amt |
| Excess From Year2 | $77,814 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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 |
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 | $77,685 | 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 | $1,484 | 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 | $79,169 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,169 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GIOP S R FOR R H TULL - CRUT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BNY MELLON NA | AddressLine1Txt |
| Address Line2 | PO BOX 185 | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $234,287 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SHARES OF PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $234,287 | FairMarketValueAmt |
| Received | 2023-07-20 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M871 BNY MELLON INTL FD C | |||
| 05588E850 BNY MELLON HIGH YIEL | |||
| 05569M814 BNY MELLON INTERMEDI | |||
| 05569M509 BNY MELLON MID CAP S | AT COST | $98,735 | $185,652 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $792,341 | $728,381 |
| 05569M806 BNY MELLON SMALL CAP | AT COST | $70,764 | $135,379 |
| 05569M475 BNY MELLON FOCUSED E | |||
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $209,814 | $183,992 |
| 233203421 DFA EMERG MKTS CORE | AT COST | $154,871 | $135,960 |
| 05569M434 BNY MELLON TAX-SENSI | |||
| 05588F501 BNYM LARGE CAP GROWT | |||
| 05588F600 BNYM DIVERSIFIED INT | |||
| 367829884 GATEWAY TR | AT COST | $237,583 | $223,646 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $128,630 | $117,814 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $193,639 | $187,223 |
| 23320G463 D F A COMMODITY STRA | AT COST | $41,281 | $33,453 |
| 05587N794 BNYM GLBL RL RTRN -Y | AT COST | $73,367 | $64,705 |
| 92206C730 VANGUARD RUSSELL 100 | AT COST | $1,100,696 | $1,118,749 |
| 464287804 ISHARES TR S & P SMA | AT COST | $98,696 | $92,179 |
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $39,367 | $36,498 |
| 464287465 ISHARES MSCI EAFE IN | AT COST | $190,994 | $206,307 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $49,284 | $48,215 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $43,638 | $34,730 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $64,447 | $60,062 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS FMV OVER COST OF ASSETS RECIEVED | $21,996 |
| MUTUAL FUND TIMING ADJ | $549 |
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 | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $8 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $872 | $872 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,527 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $7,660 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $279 | $279 | $0 |