HARRY SANDLER TR FBO VARIOUS CHARITIES 10151478005: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRY SANDLER TR FBO VARIOUS CHARITIES 10151478005 (EIN 04-6455276)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202521269349103007
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T14:01:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046455276 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDLER H FBO VARIOUS CHARITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6177227415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6177227415 | PhoneNum |
| Signature | 2025-03-12 | 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 | 2025-03-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,503,459 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,516 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $70,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,970 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,817 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,290 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,327 | 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 | $1,672 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $402 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,362 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $61,649 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,715 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,399,226 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,365,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,437,744 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,460,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,430,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,503,459 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,460,875 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,430,765 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,460,875 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,430,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,460,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,430,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,460,875 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97 | OtherIncreasesAmt |
| Subtotal | $1,430,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,430,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 81.924 BNY MELLON MID CAP STK FD CL M | 2024-01-08 | $1,300 | $1,349 | -$49 | -$49 | ||
| 46.478 BNY MELLON SMALL CAP STK FD CL M SHS | 2024-01-08 | $914 | $964 | -$50 | -$50 | 2020-11-13 | |
| 32.478 BNYM GLBL RL RTRN -Y | 2024-01-08 | $483 | $470 | $13 | $13 | 2023-07-26 | |
| 1896.116 BNYM GLBL RL RTRN -Y | 2024-01-08 | $28,195 | $33,890 | -$5,695 | -$5,695 | ||
| 63.862 BNYM GLBL RL EST SEC-Y | 2024-01-08 | $505 | $687 | -$182 | -$182 | 2021-11-04 | |
| 5.263 FIDELITY ADV INTL SM CAP-Z | 2024-01-08 | $165 | $188 | -$23 | -$23 | 2021-11-04 | |
| 370.67 GATEWAY TR | 2024-01-08 | $14,997 | $15,001 | -$4 | -$4 | 2021-11-04 | |
| 11. ISHARES DJ SELECT DIVIDEND INDEX FD | 2024-01-08 | $1,307 | $1,318 | -$11 | -$11 | 2021-11-03 | |
| 4. ISHARES S&P 500 INDEX FUND | 2024-01-08 | $1,906 | $1,826 | $80 | $80 | 2023-11-20 | |
| 6. ISHARES TR S&P MIDCAP 400 INDEX FD | 2024-01-08 | $1,643 | $1,526 | $117 | $117 | 2023-11-20 | |
| 8. ISHARES TR S & P SMALL CAP 600 | 2024-01-08 | $848 | $815 | $33 | $33 | 2022-08-01 | |
| 8. ISHARES MSCI EMERGING MARKETS EX | 2024-01-08 | $440 | $399 | $41 | $41 | 2023-05-11 | |
| 847.83 NEUBERGER BERMAN LONG SH-INS | 2024-01-08 | $14,744 | $15,397 | -$653 | -$653 | 2021-11-04 | |
| 395.183 BNY MELLON MID CAP STK FD CL M | 2024-04-15 | $6,513 | $6,200 | $313 | $313 | 2023-12-13 | |
| 111.095 BNY MELLON MID CAP STK FD CL M | 2024-04-15 | $1,831 | $1,359 | $472 | $472 | ||
| 22.71 BNY MELLON SMALL CAP STK FD CL M SHS | 2024-04-15 | $437 | $454 | -$17 | -$17 | ||
| 1262.539 BNY MELLON SMALL CAP STK FD CL M SHS | 2024-04-15 | $24,317 | $25,741 | -$1,424 | -$1,424 | ||
| 840.658 BNY MELLON BOND FD CL M | 2024-04-15 | $8,936 | $11,408 | -$2,472 | -$2,472 | 2020-11-13 | |
| 32.956 GATEWAY TR | 2024-04-15 | $1,375 | $1,334 | $41 | $41 | 2021-11-04 | |
| 135.943 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-04-15 | $1,315 | $1,328 | -$13 | -$13 | 2020-11-13 | |
| 7. ISHARES DJ SELECT DIVIDEND INDEX FD | 2024-04-15 | $817 | $839 | -$22 | -$22 | 2021-11-03 | |
| 61. ISHARES S&P 500 INDEX FUND | 2024-04-15 | $30,923 | $27,681 | $3,242 | $3,242 | ||
| 25. ISHARES S&P 500 INDEX FUND | 2024-04-15 | $12,673 | $10,164 | $2,509 | $2,509 | 2023-03-06 | |
| 142. ISHARES TR S&P MIDCAP 400 INDEX FD | 2024-04-15 | $8,128 | $7,125 | $1,003 | $1,003 | 2022-08-01 | |
| 6. ISHARES TR S & P SMALL CAP 600 | 2024-04-15 | $621 | $612 | $9 | $9 | 2022-08-01 | |
| 368. ISHARES MSCI EMERGING MARKETS EX | 2024-04-15 | $20,693 | $18,370 | $2,323 | $2,323 | 2023-05-11 | |
| 35.363 NEUBERGER BERMAN LONG SH-INS | 2024-04-15 | $623 | $642 | -$19 | -$19 | 2021-11-04 | |
| 102.773 BOSTON P LNG/SHRT RES-INS | 2024-04-15 | $1,440 | $1,368 | $72 | $72 | 2024-01-09 | |
| 247.623 G Q G PART EMERG MKTS EQ-INST | 2024-06-24 | $4,529 | $4,274 | $255 | $255 | 2024-04-16 | |
| 2606.868 BNY MELLON MID CAP STK FD CL M | 2024-06-24 | $43,795 | $20,310 | $23,485 | $23,485 | ||
| 2.052 BNYM GLBL RL EST SEC-Y | 2024-06-24 | $16 | $22 | -$6 | -$6 | 2021-11-04 | |
| 62.709 FIDELITY ADV INTL SM CAP-Z | 2024-06-24 | $2,044 | $2,235 | -$191 | -$191 | 2021-11-04 | |
| 13.877 GATEWAY TR | 2024-06-24 | $606 | $562 | $44 | $44 | 2021-11-04 | |
| 16. ISHARES S&P 500 INDEX FUND | 2024-06-24 | $8,729 | $6,505 | $2,224 | $2,224 | 2023-03-06 | |
| 121. ISHARES RUSSELL 2000 INDEX FD | 2024-06-24 | $24,345 | $23,692 | $653 | $653 | 2024-04-15 | |
| 23. ISHARES TR S & P SMALL CAP 600 | 2024-06-24 | $2,441 | $2,344 | $97 | $97 | 2022-08-01 | |
| 215. ISHARES CORE MSCI EAFE ETF | 2024-06-24 | $15,671 | $15,406 | $265 | $265 | 2024-04-15 | |
| 286. ISHARES CORE MSCI EAFE ETF | 2024-06-24 | $20,847 | $18,973 | $1,874 | $1,874 | 2023-03-06 | |
| 62. ISHARES MSCI EMERGING MARKETS EX | 2024-06-24 | $3,634 | $3,095 | $539 | $539 | 2023-05-11 | |
| 9.546 BOSTON P LNG/SHRT RES-INS | 2024-06-24 | $138 | $127 | $11 | $11 | 2024-01-09 | |
| 1941.145 BNY MELLON BOND FD CL M | 2024-12-23 | $20,848 | $26,341 | -$5,493 | -$5,493 | 2020-11-13 | |
| 166.555 BNYM GLBL RL EST SEC-Y | 2024-12-23 | $1,374 | $1,790 | -$416 | -$416 | 2021-11-04 | |
| 150.837 GATEWAY TR | 2024-12-23 | $7,068 | $6,104 | $964 | $964 | 2021-11-04 | |
| 209.582 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-12-23 | $2,123 | $1,981 | $142 | $142 | ||
| 1894.47 GOLDMAN SACHS ABS RETURN TR FUND - I | 2024-12-23 | $19,191 | $18,495 | $696 | $696 | ||
| 17. ISHARES 1-3 YEAR TREASURY BOND ETF | 2024-12-23 | $1,389 | $1,383 | $6 | $6 | ||
| 330.686 NEUBERGER BERMAN LONG SH-INS | 2024-12-23 | $6,230 | $6,005 | $225 | $225 | 2021-11-04 | |
| 373.154 BOSTON P LNG/SHRT RES-INS | 2024-12-23 | $5,056 | $5,084 | -$28 | -$28 | ||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,536 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $772 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $772 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18 | OverpaymentAmt |
| Applied To ES Tax | $18 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177227415 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 284 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BNY MELLON N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,817 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,450,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,488,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,488,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,333 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,466,545 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $754 | TotalTaxAmt |
| Distributable Before Adj | $72,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,573 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,930 | 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 | $83,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,573 | 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 | $11,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,361 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,718 | 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 | $22,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $11,361 | ExcessFromYear1Amt |
| Excess From Current Year | $11,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 021621699 | NONE | PC | GENERAL OPERATING | $4,340 |
| JOSLIN DIABETES CENTER | |||||||
| ONE JOSLIN PLACE | BOSTON | MA | 022155308 | NONE | PC | GENERAL OPERATING | $4,340 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | GENERAL OPERATING | $8,020 |
| BRANDEIS UNIVERSITY | |||||||
| OFFICE OF THE GENERAL COUNSEL PO B | WALTHAM | MA | 022549110 | NONE | PC | GENERAL OPERATING | $11,698 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | NONE | PC | GENERAL OPERATING | $4,340 |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| DIRECTOR 330 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING | $4,340 |
| HEBREW REHABILITATION CENTER FOR AGED | |||||||
| 1200 CENTRE ST | ROSLINDALE | MA | 021311011 | NONE | PC | GENERAL OPERATING | $15,450 |
| CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 021582597 | NONE | PC | GENERAL OPERATING | $4,340 |
| JEWISH GUILD FOR THE BLIND | |||||||
| 250 W 64TH ST | NEW YORK | NY | 100236402 | NONE | PC | GENERAL OPERATING | $4,340 |
| ORT AMERICA INC | |||||||
| 75 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $8,020 |
| AMERICAN CANCER SOCIETY | |||||||
| OFC OF PRBT TRUST MGT SRV PO BOX | OKLAHOMA CITY | OK | 73162 | NONE | PC | GENERAL OPERATING | $4,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,568 | 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 | $38,369 | 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 | $32,516 | 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 | $70,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,885 | 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 (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M509 BNY MELLON MID CAP S | |||
| 05569M830 BNY MELLON BOND FD C | AT COST | $498,409 | $437,136 |
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $110,052 | $100,408 |
| 38145N220 GOLDMAN SACHS ABS RE | AT COST | $28,193 | $30,003 |
| 05569M806 BNY MELLON SMALL CAP | |||
| 367829884 GATEWAY TR | AT COST | $27,776 | $33,681 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $30,784 | $33,784 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $17,496 | $14,153 |
| 464287168 ISHARES DJ SELECT DI | AT COST | $35,374 | $39,124 |
| 05587N794 BNYM GLBL RL RTRN -Y | |||
| 31618H283 FIDELITY ADV INTL SM | AT COST | $18,367 | $16,742 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $39,190 | $48,353 |
| 464287804 ISHARES TR S & P SMA | AT COST | $14,285 | $16,016 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $279,806 | $402,657 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $44,963 | $47,509 |
| 46434G764 ISHARES MSCI EMERGIN | AT COST | $21,318 | $23,566 |
| 00766Y513 CHAMPLAIN MID CAP FU | AT COST | $48,415 | $47,568 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $24,534 | $23,559 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $51,921 | $47,385 |
| 464287457 ISHARES 1-3 YEAR TRE | AT COST | $22,817 | $23,036 |
| 64122Q705 NEUBERGER BERMAN INT | AT COST | $22,872 | $24,158 |
| 74925K581 BOSTON P LNG/SHRT RE | AT COST | $28,478 | $28,906 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE INCOME TAXES - PRINCIPAL | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $97 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $293 | $293 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $498 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $772 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $109 | $109 | $0 |