JAMES AND MELANIE CROCKARD FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MELANIE CROCKARD FOUNDATION (EIN 47-1002802)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-17
- IRS object ID
- 202332909349100113
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-17T10:12:45-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKMAN & DANOVITZ LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 SIXTH AVE FL 35 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 471002802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND MELANIE CROCKARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES CROCKARD | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3935 WASHINGTON ROAD Suite 1009 | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CROCKARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4123558100 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CROCKARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL I DANOVITZ | PreparerPersonNm |
| PTIN | P00253209 | PTIN |
| Phone | 4123558100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $515,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $275,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,904 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,904 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $291,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,586 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,644 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $200,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$38,793 | CashBOYAmt |
| Cash EOY | $5,709 | CashEOYAmt |
| Cash EOYFMV | $5,709 | CashEOYFMVAmt |
| Corporate Stock BOY | $489,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $529,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $509,948 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $450,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $535,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $515,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $448,950 | CapitalStockBOYAmt |
| Capital Stock EOY | $535,152 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $448,950 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $535,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $448,950 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $535,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $448,950 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,202 | ExcessRevenueOverExpensesAmt |
| Subtotal | $535,152 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $535,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 11.861 SHARES CAMBIAR INTL FUND | 2021-12-31 | 2022-09-14 | $251 | $325 | -$74 | -$74 | |
| 0.009 SHARES BLACKROCK TOTAL RETURN FUND | 2021-08-31 | 2022-05-27 | $0 | $0 | $0 | $0 | |
| 50 SHARES FIDELITY REAL ESTATE ETF | 2021-08-30 | 2022-05-27 | $1,464 | $1,602 | -$138 | -$138 | |
| 12 SHARES ISHARES TRUST S&P 500 FUND | 2021-08-30 | 2022-05-27 | $4,917 | $5,455 | -$538 | -$538 | |
| 46.342 SHRES PRINCIPAL MIDCAP FUND | 2021-12-13 | 2022-05-27 | $1,577 | $1,871 | -$294 | -$294 | |
| 66.69 SHARES PGIM YIELD FUND | 2021-07-31 | 2022-07-11 | $310 | $372 | -$62 | -$62 | |
| 54.184 SHARES CAMBIAR INTL EQUITY FUND | 2018-01-18 | 2022-05-27 | $1,308 | $1,613 | -$305 | -$305 | |
| 769.272 SHARES CAMBIARD INTL EQUITY FUND | 2018-01-18 | 2022-09-14 | $16,262 | $22,176 | -$5,914 | -$5,914 | |
| 0.002 SHARES BLACKSTONE STRATEGIC INCOME FUND | 2020-10-31 | 2022-05-27 | $0 | $0 | $0 | $0 | |
| 70 SHARES FIDELITY REAL ESTATE FUND | 2020-04-30 | 2022-05-27 | $2,050 | $1,569 | $481 | $481 | |
| 366.227 SHARES SEAFARER OVERSEAS GROWTH FUND | 2018-01-18 | 2022-09-14 | $4,164 | $5,156 | -$992 | -$992 | |
| 13 SHARES INVESCO QQQ TRUST | 2020-07-23 | 2022-05-27 | $3,932 | $3,438 | $494 | $494 | |
| 7 SHARES INVESCO S&P 500 FUND | 2020-04-30 | 2022-05-27 | $2,868 | $2,032 | $836 | $836 | |
| 100 SHARES ISHARES MIDCAP GROWTH FUND | 2020-07-23 | 2022-05-27 | $8,503 | $8,432 | $71 | $71 | |
| 60 SHARES ISHARES RUSSELL 2000 FUND | 2019-08-16 | 2022-05-27 | $11,024 | $8,819 | $2,205 | $2,205 | |
| 94.371 SHARES MFS EMERGING MKTS FUND | 2021-07-01 | 2022-07-11 | $1,073 | $1,414 | -$341 | -$341 | |
| 434.433 SHARES PACIFIC FUNDS FLOATING RATE INCOME FUND | 2021-07-01 | 2022-07-11 | $3,949 | $4,253 | -$304 | -$304 | |
| 561.813 SHARES PRINCIPAL MIDCAP FUND | 2018-01-18 | 2022-05-27 | $19,118 | $15,537 | $3,581 | $3,581 | |
| 1724.063 SHARES PGIM HIGH YIELD FUND | 2018-01-18 | 2022-07-11 | $8,017 | $9,580 | -$1,563 | -$1,563 | |
| 221.707 SHARES TOUCHSTONE SANDS FUND | 2020-05-28 | 2022-09-14 | $3,013 | $3,282 | -$269 | -$269 | |
| 15 SHARES VANGUARD GROWTH ETF | 2018-01-18 | 2022-05-27 | $3,586 | $2,223 | $1,363 | $1,363 | |
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,667 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,904 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $231 | SubtotalAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $325 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $625 | TotalPaymentsAndCreditsAmt |
| Overpayment | $394 | OverpaymentAmt |
| Applied To ES Tax | $394 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | JAMES CROCKARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126943841 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3935 WASHINGTON ROAD SUITE 1009 | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES E CROCKARD III | ||||||||
| 3935 WASHINGTON ROAD | CANONSBURG | PA | 15317 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| MELANIE A CROCKARD | ||||||||
| 3935 WASHINGTON ROAD | CANONSBURG | PA | 15317 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| 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 | $534,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $571,308 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $571,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $562,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231 | TotalTaxAmt |
| Distributable Before Adj | $27,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,906 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $200,156 | 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 | $200,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,906 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,494 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,678 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,798 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,066 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,661 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $366,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $200,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $27,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $172,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $538,947 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $51,494 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $487,453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,678 | ExcessFromYear4Amt |
| Excess From Year3 | $102,798 | ExcessFromYear3Amt |
| Excess From Year2 | $75,066 | ExcessFromYear2Amt |
| Excess From Year1 | $69,661 | ExcessFromYear1Amt |
| Excess From Current Year | $172,250 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HUMANE ANIMAL RESCUE | ||||||||
| 6926 HAMILTON AVENUE | PITTSBURGH | PA | 15208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $10,000 | |
| SENIOR HEARTS RESCUE & RENEWAL | ||||||||
| PO BOX 187 | BRADFORD WOODS | PA | 15015 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $11,075 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | ORCHESTRA ENDOWMENT - 5 OF 5 | $25,000 | |
| TKE FOUNDATION | ||||||||
| 7439 WOODLAND AVENUE | INDIANAPOLIS | IN | 46278 | N/A | PC | TKE LEADERSHIP ACADEMY - 5 OF 5 YEAR PLEDGE | $23,000 | |
| PITTSBURGH PARKS CONSERVANCY | ||||||||
| 45 SOUTH 23RD STREET | PITTSBURGH | PA | 152032120 | N/A | PC | PICNIC IN YOUR PARK PROGRAM | $10,981 | SUITE 101 |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| PENN LIBERTY PLAZA ONE | PITTSBURGH | PA | 15230 | N/A | PC | ANNUAL - TOCQUEVILLE CAMPAIGN | $35,000 | 1250 PENN AVENUE |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| PO BOX 4002036 | DES MOINES | IA | 503402036 | N/A | PC | UNRESTRICTED ANNUAL SUPPPORT | $100 | |
| ALLEGHENY LAND TRUST | ||||||||
| 416 THORN STREET | SEWICKLEY | PW | 15143 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $25,000 | |
| PITTSBURGH OPERA | ||||||||
| 2425 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $13,500 | |
| WVU FOUNDATION INC | ||||||||
| ONE WATERFRONT PLACE | MORGANTOWN | WV | 26501 | N/A | PC | CONTRIBUTION TO THE SCHOOL OF LAW | $5,000 | SEVENTH FLOOR |
| WAYNESBURG UNIVERSITY | ||||||||
| 51 WEST COLLEGE STREET | WAYNESBURG | PA | 15370 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | |
| JOSH GIBSON FOUNDATION | ||||||||
| PO BOX 100244 | PITTSBURGH | PA | 15233 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | 37TH FLOOR |
| BEST OF THE BATCH FOUNDATION | ||||||||
| 2000 WEST STREET | MUNHALL | PA | 15120 | N/A | PC | BEDDING SETS FOR THE UNDERSERVED | $3,750 | |
| THE PITTSBURGH CULTURAL TRUST | ||||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $2,500 | |
| NO DOG LEFT BEHIND | ||||||||
| 15 ALLEGHENY COUNTY AIRPORT | WEST MIFFLIN | PA | 15122 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| HEAL ANIMAL RESCUE | ||||||||
| 216 DEPOT STREET | YOUNGWOOD | PA | 15697 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| PITTSBURGH ZOO & PPG AQUARIUM | ||||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 152134007 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| FRICK ART & HISTORICAL CENTER | ||||||||
| 7227 REYNOLDS STREET | PITTSBURGH | PA | 152089907 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 152134007 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| SENATOR JOHN HEINZ HISTORY CENTER | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 152224208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| LAUREL HUGHLANDS COUNCIL BSA | ||||||||
| 1275 BEDFORD AVENUE | PITTSBURGH | PA | 152193699 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| PRESSLEY RIDGE | ||||||||
| 5500 CORPORATE PLACE | PITTSBURGH | PA | 15237 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | STE 400 |
| KIDSVOICE | ||||||||
| 437 GRANT STREET | PITTSBURGH | PA | 15219 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $500 | STE 700 |
| NEIGHBORHOOD LEGAL SERVICES | ||||||||
| 928 PENN AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $500 | |
| ALLEGHENY COUNTY BAR FOUNDATION | ||||||||
| 400 KOPPEERS BUILDING | PITTSBURGH | PA | 152191843 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $500 | 436 SEVENTH AVENUE |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| PO BOX 99608 | PITTSBURGH | PA | 152334608 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||||
| PO BOX 645427 | PITTSBURGH | PA | 152645252 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| CITY MISSION | ||||||||
| 84 WEST WHEELING STREET | WASHINGTON | PA | 15301 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| LUTHERAN SENIOR LIFE FOUNDATION | ||||||||
| 105 BURGESS DRIVE | ZELIENOPLE | PA | 16063 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| COMMUNITY KITCHEN PITTSBURGH | ||||||||
| 107 FLOWERS AVENUE | HAZELWOOD | PA | 15207 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| TRADE INSTITUTE OF PITTSBURGH | ||||||||
| 7800 SUSQUEHANNA STREET | PITTSBURGH | PA | 15208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| JUBILEE SOUP KITCHEN | ||||||||
| PO BOX 42251 | PITTSBURGH | PA | 15203 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $250 | |
| SAVE A HORSE | ||||||||
| 165 LIGHTNER RUN ROAD | WAYNESBURG | PA | 15370 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| PETA | ||||||||
| PO BOX 96684 | WASHINGTON | DC | 200906684 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| PO BOX 96930 | WASHINGTON | DC | 200906930 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 200777127 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| SPCA | ||||||||
| PO BOX 2008 | MILFORD | NH | 030559923 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| BEAVER COUNTY HUMANE SOCIETY | ||||||||
| 3394 BRODHEAD ROAD | ALIQUIPPA | PA | 15001 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| AAARF | ||||||||
| PO BOX 1611 | PITTSBURGH | PA | 152301611 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| WQED | ||||||||
| 4802 FIFTH AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| READING IS FUNDAMENTAL PGH | ||||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | SUITE 300 |
| NATURE CONSERVANCY | ||||||||
| PO BOX 1559 | MERRIFIELD | VA | 221169592 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| WORLD WILDLIFE FUND | ||||||||
| PO BOX 96555 | WASHINGTON | DC | 200777760 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| PO BOX 1691 | MERRIFIELD | VA | 221161691 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| NATIONAL PARK FOUNDATION | ||||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| APPALACHIAN TRAIL CONSERVANCY | ||||||||
| PO BOX 807 | HARPERS FERRY | WV | 254259988 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| PO BOX 1510 | RANSON | WV | 254384510 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| WESTERN PENNSYLVANIA DIAPER BANK | ||||||||
| 201 N BRADDOCK AVE | PITTSBURGH | PA | 15208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | STE 124 |
| AMERICAN RED CROSS | ||||||||
| PO BOX 90110 | PITTSBURGH | PA | 152240510 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 236 | PITTSBURGH | PA | 15230 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| SPECIAL OLYMPICS PENNSYLVANIA | ||||||||
| 2570 BLVD OF GENERALS | NORRISTOWN | PA | 19403 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | SUITE 124 |
| SOCIETY OF THE LITTLE FLOWER | ||||||||
| 1313 N FRONTAGE ROAD | DARIEN | IL | 605615340 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| NATIONAL WWII MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| UNITED STATES NAVY MEMORIAL | ||||||||
| 701 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20004 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| NATIONAL D-DAY MEMORIAL FOUNDATION | ||||||||
| PO BOX 77 | BEDFORD | VA | 24523 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| NATIONAL VIETNAM WAR MUSEUM | ||||||||
| PO BOX 1875 | MERRIFIELKD | VA | 22116 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| VIETNAM VETERAN MEMORIAL FUND | ||||||||
| PO BOX 96764 | WASHINGTON | DC | 20090 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| AMERICAN LEGION NATIONAL HEADQUARTERS | ||||||||
| PO BOX 21016 | TULSA | OK | 741211016 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| VETERANS OF FOREIGN WARS | ||||||||
| PO BOX 8911 | TOPEKA | KS | 666089940 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| DISABLED AMERICAN VETERANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| WOUNDED WARRIORS PROJECT | ||||||||
| PO BOX 758540 | TOPEKA | KS | 666758540 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,156 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,248 | 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 | $3,904 | 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 | $16,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,586 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC ASSET MGMT | StockNm |
| EOY Book Value | $529,423 | EOYBookValueAmt |
| EOYFMV | $509,948 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCTG FEES | CategoryTxt |
| Legal Fees | $475 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT FEES | $4,574 |
| POSTAGE | $70 |
| OFFICE SUPPLIES | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $109 |
| EXCISE TAX | $0 |