JAMES AND MELANIE CROCKARD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MELANIE CROCKARD FOUNDATION (EIN 47-1002802)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-29
- IRS object ID
- 202202729349100515
- Schema version
- 2021v4.2
- 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 | 2022-09-29T10:47:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-20 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $546,415 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,056 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,596 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $395 | 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 | $608 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,696 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,699 | 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 | $99,258 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,258 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,957 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,429 | CashBOYAmt |
| Cash EOY | -$38,793 | CashEOYAmt |
| Cash EOYFMV | -$38,793 | CashEOYFMVAmt |
| Corporate Stock BOY | $473,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $489,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,208 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $520,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,335 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,415 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $520,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $448,950 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $520,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $448,950 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $520,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $448,950 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $520,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,394 | ExcessRevenueOverExpensesAmt |
| Subtotal | $448,950 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $448,950 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 132.049 SHARES BLACKROCK TOTAL RETURN FUND | 2020-07-31 | 2021-07-01 | $1,586 | $1,621 | -$35 | -$35 | |
| 28.362 SHARES BLACKROCK TOTAL RETURN FUND | 2021-01-31 | 2021-07-01 | $341 | $339 | $2 | $2 | |
| 0.779 SHARES BLACKROCK TOTAL RETURN FUND | 2021-07-31 | 2021-08-30 | $9 | $9 | |||
| 0.011 SHARES BLACKROCK STRATEGIC INCOME FUND | 2021-01-31 | 2021-07-01 | $0 | $0 | $0 | $0 | |
| 1.284 SHARES BLACKROCK STRATEGIC INCOME FUND | 2020-10-13 | 2021-07-01 | $13 | $13 | |||
| 17.513 SHARES SEAFARER OVERSEES GROWTH AND INCOME FUND | 2021-06-24 | 2021-07-01 | $274 | $275 | -$1 | -$1 | |
| 23.564 SHARES SEAFARER OVERSEES GROWTH AND INCOME.564 | 2020-12-10 | 2021-07-01 | $369 | $334 | $35 | $35 | |
| 3.078 SHARES LAZARD GLOBAL LISTED INFRASTRUCTURE FUND | 2021-02-03 | 2021-07-01 | $49 | $48 | $1 | $1 | |
| 1.257 SHARES LAZARD GLOBAL LISTED INFRASTRUCTURE FUND | 2020-09-22 | 2021-08-30 | $21 | $17 | $4 | $4 | |
| 0.46 SHARES T ROWE PRICE FLOATING RATE FUND | 2020-10-31 | 2021-07-01 | $4 | $4 | |||
| 0.004 SHARES T ROWE PRICE FLOATING RATE FUND | 2021-01-31 | 2021-07-01 | $0 | $0 | $0 | $0 | |
| 0.001 SHARES T ROWE PRICE FLOATING RATE FUND | 2021-06-30 | 2021-07-01 | $0 | $0 | $0 | $0 | |
| 53.741 SHARES TCW EMERGING MARKETS INCOME FUND | 2020-07-31 | 2021-07-01 | $440 | $438 | $2 | $2 | |
| 55.152 SHARES TCW EMERGNG MARKETS INCOME FUND | 2021-01-29 | 2021-07-01 | $452 | $451 | $1 | $1 | |
| 191.05 SHARES CAMBIAR INTERNATIONAL EQUITY FUND | 2018-01-18 | 2021-07-01 | $5,529 | $5,688 | -$159 | -$159 | |
| 2595.859 SHARES BLACKROCK TOTAL RETURN FUND | 2018-01-18 | 2021-07-01 | $31,176 | $30,611 | $565 | $565 | |
| 4.621 SHARES BLACKROCK TOTAL RETURN FUND | 2019-03-31 | 2021-08-30 | $56 | $53 | $3 | $3 | |
| 4469.725 SHARES BLACKROCK CORE BOND PORTFOLIO | 2020-04-17 | 2021-07-01 | $44,250 | $45,278 | -$1,028 | -$1,028 | |
| 128.744 SHARES SEAFARER OVERSEES GROWTH AND INCOME | 2018-01-18 | 2021-07-01 | $2,014 | $1,813 | $201 | $201 | |
| 192.628 SHARES WCM FOCUSED INTERNATIONAL FUND | 2019-08-16 | 2021-07-01 | $5,278 | $3,292 | $1,986 | $1,986 | |
| 20 SHARES ISHARES S&P 500 TRUST | 2020-04-30 | 2021-07-01 | $8,630 | $6,073 | $2,557 | $2,557 | |
| 50 SHARES ISHARES CORE MSCI EAFE FUND | 2018-01-18 | 2021-07-01 | $3,742 | $3,380 | $362 | $362 | |
| 323.956 SHARES LAZARD GLOBAL INFRASTRUCTURE FUND | 2018-01-18 | 2021-07-01 | $5,177 | $4,809 | $368 | $368 | |
| 751.539 SHARES LAZARD GLOBAL INFRASTRUCTURE FUND | 2020-03-23 | 2021-08-30 | $12,288 | $10,562 | $1,726 | $1,726 | |
| 2202.691 SHARES TCW EMERGING MARKETS INCOME FUND | 2018-01-18 | 2021-07-01 | $18,040 | $18,869 | -$829 | -$829 | |
| 101.78 SHARES TOUCHSTONE SANDS EMERGING GROWTH FUND | 2020-06-29 | 2021-07-01 | $2,344 | $1,562 | $782 | $782 | |
| 27 SHARES VANGUARD GROWTH ETF | 2018-01-18 | 2021-07-01 | $7,725 | $4,001 | $3,724 | $3,724 | |
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,789 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,056 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $467 | SubtotalAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $792 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $792 | TotalPaymentsAndCreditsAmt |
| Overpayment | $325 | OverpaymentAmt |
| Applied To ES Tax | $325 | 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 | $585,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $610,434 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $610,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $601,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,064 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,064 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $29,597 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,597 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,597 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,258 | 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 | $99,258 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,597 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,779 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $51,494 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,798 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $347,815 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $29,597 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,661 | RemainingDistriFromCorpusAmt |
| Total Corpus | $417,476 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,779 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $366,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $51,494 | ExcessFromYear4Amt |
| Excess From Year3 | $67,678 | ExcessFromYear3Amt |
| Excess From Year2 | $102,798 | ExcessFromYear2Amt |
| Excess From Year1 | $75,066 | ExcessFromYear1Amt |
| Excess From Current Year | $69,661 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PERSAD CENTER | ||||||||
| 5301 BUTLER STREET | PITTSBURGH | PA | 15201 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $300 | |
| HUMANE ANIMAL RESCUE | ||||||||
| 6926 HAMILTON AVENUE | PITTSBURGH | PA | 15208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | |
| 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 | $1,358 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | ORCHESTRA ENDOWMENT - 4 OF 5 | $30,000 | |
| TKE FOUNDATION | ||||||||
| 7439 WOODLAND AVENUE | INDIANAPOLIS | IN | 46278 | N/A | PC | TKE LEADERSHIP ACADEMY - 4 OF 5 YEAR PLEDGE | $20,000 | |
| PITTSBURGH PARKS CONSERVANCY | ||||||||
| 45 SOUTH 23RD STREET | PITTSBURGH | PA | 152032120 | N/A | PC | PICNIC IN YOUR PARK PROGRAM | $2,500 | 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,258 | 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 | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,504 | 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 | $21,056 | 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 | $33,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,563 | 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 | $489,128 | EOYBookValueAmt |
| EOYFMV | $585,208 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCTG FEES | CategoryTxt |
| Legal Fees | $395 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT FEES | $4,696 |
| POSTAGE | $0 |
| OFFICE SUPPLIES | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $108 |
| EXCISE TAX | $500 |