MARGARET MELLON HITCHCOCK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET MELLON HITCHCOCK FOUNDATION (EIN 25-6018992)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202211269349101666
- Schema version
- 2021v4.1
- 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 Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T19:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256018992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HITCHCOCK MARGARET M FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HITC | BusinessNameControlTxt |
| Phone | 4122345436 | 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 | 4122345436 | PhoneNum |
| Signature | 2022-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-04-14 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,212,256 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $141,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $364,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,216,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $364,652 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $506,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $494,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,807 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,284 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,523 | 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 | $16,212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,921 | 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 |
| Tot Opr Expenses Rev And Expnss | $35,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,205 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $403,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $403,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,205 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $480,475 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $616 | CashBOYAmt |
| Cash EOY | $6,049 | CashEOYAmt |
| Cash EOYFMV | $6,049 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $308,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $210,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $210,565 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,134,776 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,279,626 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,995,642 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,443,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,496,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,212,256 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,443,696 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,496,240 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,443,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,496,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,443,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,496,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,443,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,100 | OtherIncreasesAmt |
| Subtotal | $4,513,563 | SubtotalAmt |
| Other Decreases | $17,323 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,496,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. APPLE COMPUTER INC COM | 2008-07-28 | 2021-01-20 | $13,107 | $571 | $12,536 | $12,536 | |
| 1200. BNY MELLON MID CAP STK FD CL M | 1997-04-01 | 2021-01-20 | $26,136 | $13,956 | $12,180 | $12,180 | |
| 400. CORNING INC COM | 2019-11-06 | 2021-01-20 | $15,413 | $11,971 | $3,442 | $3,442 | |
| 160. MICRON TECHNOLOGY | 2020-09-29 | 2021-01-20 | $13,562 | $8,158 | $5,404 | $5,404 | |
| 200. PNC FINANCIAL SERVICES GROUP INC | 2020-07-23 | 2021-01-20 | $31,077 | $21,468 | $9,609 | $9,609 | |
| 61.9606 VIATRIS INC | 2012-07-18 | 2021-01-20 | $1,079 | $698 | $381 | $381 | |
| 62.0394 VIATRIS INC | 2009-07-07 | 2021-01-20 | $1,081 | $383 | $698 | $698 | |
| 180. TRANE TECHNOLOGIES PLC | 2018-12-13 | 2021-01-20 | $27,877 | $13,527 | $14,350 | $14,350 | |
| 600. CORNING INC COM | 2019-11-06 | 2021-03-29 | $26,208 | $17,957 | $8,251 | $8,251 | |
| 7. ALPHABET INC | 2019-11-06 | 2021-04-13 | $15,848 | $9,032 | $6,816 | $6,816 | |
| 5. ALPHABET INC/CA | 2019-11-06 | 2021-04-13 | $11,254 | $6,449 | $4,805 | $4,805 | |
| 100. APPLE COMPUTER INC COM | 2008-07-28 | 2021-04-13 | $13,433 | $571 | $12,862 | $12,862 | |
| 1500. ARES CAP CORP | 2014-07-24 | 2021-04-13 | $28,755 | $25,729 | $3,026 | $3,026 | |
| 3000. BNY MELLON INTERMEDIATE BOND FD CL M | 1998-01-02 | 2021-04-13 | $38,790 | $38,621 | $169 | $169 | |
| 173.858 BNYM SEL MGR S/C VAL-Y | 2020-05-01 | 2021-04-13 | $5,146 | $3,022 | $2,124 | $2,124 | |
| 196.142 BNYM SEL MGR S/C VAL-Y | 2020-12-30 | 2021-04-13 | $5,806 | $5,080 | $726 | $726 | |
| 600. CORNING INC COM | 2020-04-23 | 2021-04-13 | $26,976 | $12,125 | $14,851 | $14,851 | |
| 1000. CORTEVA INC | 2019-11-06 | 2021-04-13 | $46,913 | $26,148 | $20,765 | $20,765 | |
| 700. FOX CORP - CLASS A - W/I | 2019-11-06 | 2021-04-13 | $26,131 | $23,169 | $2,962 | $2,962 | |
| 200. INGERSOLL RAND INC | 2018-12-13 | 2021-04-13 | $9,841 | $4,977 | $4,864 | $4,864 | |
| 50. NETFLIX COM INC | 2020-12-14 | 2021-04-13 | $27,528 | $26,113 | $1,415 | $1,415 | |
| 70. ORACLE CORPORATION | 2020-06-25 | 2021-04-13 | $5,385 | $3,787 | $1,598 | $1,598 | |
| 120. PNC FINANCIAL SERVICES GROUP INC | 2020-07-23 | 2021-04-13 | $21,374 | $12,881 | $8,493 | $8,493 | |
| 200. RAYTHEON TECHNOLOGIES CORP | 2020-06-25 | 2021-04-13 | $15,520 | $12,016 | $3,504 | $3,504 | |
| 500. SPDR SER TR | 2020-04-30 | 2021-04-13 | $59,753 | $43,975 | $15,778 | $15,778 | |
| 200. EATON CORP PLC | 2014-05-07 | 2021-04-13 | $27,989 | $11,892 | $16,097 | $16,097 | |
| 260. TRANE TECHNOLOGIES PLC | 2018-12-13 | 2021-04-13 | $44,355 | $19,539 | $24,816 | $24,816 | |
| 6578.487 BNYM INTL SMALL CAP-Y | 2020-06-25 | 2021-05-07 | $108,808 | $80,000 | $28,808 | $28,808 | |
| 400. AMERICAN INTERNATIONAL GROUP | 2020-05-01 | 2021-05-18 | $20,552 | $9,676 | $10,876 | $10,876 | |
| 180. PNC FINANCIAL SERVICES GROUP INC | 2020-07-23 | 2021-05-18 | $35,993 | $19,321 | $16,672 | $16,672 | |
| 300. TRUIST FINL CORP | 2020-04-23 | 2021-05-18 | $18,603 | $10,344 | $8,259 | $8,259 | |
| 60. TRANE TECHNOLOGIES PLC | 2018-12-13 | 2021-05-18 | $11,030 | $4,509 | $6,521 | $6,521 | |
| 1000. ISHARES GOLD TRUST | 2021-08-06 | 2021-08-31 | $7 | $7 | |||
| 1168. BRISTOL MYERS SQUIBB CO COM | 2014-05-07 | 2021-09-23 | $70,886 | $59,196 | $11,690 | $11,690 | |
| 1000. ISHARES GOLD TRUST | 2021-08-06 | 2021-09-30 | $7 | $7 | |||
| 1000. ISHARES GOLD TRUST | 2021-08-06 | 2021-10-31 | $7 | $7 | |||
| 2000. UBER TECHNOLOGIES INC | 2021-02-24 | 2021-11-16 | $91,643 | $104,365 | -$12,722 | -$12,722 | |
| 20222.433 TEMPLETON GLOBAL BD FD ADVISOR CL | 2019-11-06 | 2021-11-18 | $177,957 | $190,827 | -$12,870 | -$12,870 | |
| 1000. ISHARES GOLD TRUST | 2021-08-06 | 2021-11-30 | $7 | $7 | |||
| 1000. ISHARES GOLD TRUST | 2021-08-06 | 2021-12-31 | $7 | $7 | |||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P | |||||
| CAPITAL GAIN DIVIDENDS | $94,896 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $364,652 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,679 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,679 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,679 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,495 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,816 | OverpaymentAmt |
| Applied To ES Tax | $3,340 | AppliedToESTaxAmt |
| Refund | $476 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
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 | 4122345436 | 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
| 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 | $18,807 | 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 | $5,989,544 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,212,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,212,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,119,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,679 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,679 | TotalTaxAmt |
| Distributable Before Adj | $299,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $301,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $301,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,356 | 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 | $411,356 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $301,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,783 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,783 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $301,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,284 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $64,284 | 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 | $64,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $64,284 | 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 (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FRACTURED ATLAS | |||||||||||
| 228 PARK AVENUE | NEW YORK | NY | 100031502 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| PITTSBURGH MUSKOKA FOUNDATION | |||||||||||
| 525 WILLIAM PENN PL STE 3102 | PITTSBURGH | PA | 152901752 | NONE | PC | GENERAL OPERATING | $16,000 | ||||
| UNITED PLANT SAVERS | |||||||||||
| 35703 LOOP ROAD | RUTLAND | OH | 457758900 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| THE METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| NORTON MUSEUM OF ART | |||||||||||
| 1451 SOUTH OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| THE CROSBY FUND FOR HAITIAN EDUCATION | |||||||||||
| 19 BINNEY ROAD | OLD LYME | CT | 063711401 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| A LEG TO STAND ON | |||||||||||
| 401 PARK AVENUE SOUTH 10TH FLOOR | NEW YORK | NY | 100168808 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||||||
| 125 WEST BAY ROAD | AMHERST | MA | 01002 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| OLD WESTBURY GARDENS | |||||||||||
| PO BOX 430 | OLD WESTBURY | NY | 115680430 | NONE | PC | GENERAL OPERATING | $500 | ||||
| LENOX HILL HOSPITAL | |||||||||||
| 972 BRUSH HOLLOW RD 5TH FL | WESTBURY | NY | 115901740 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| METROPOLITAN OPERA ASSOCIATION | |||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 100236922 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| STOREFRONT ACADEMY HARLEM | |||||||||||
| 70 EAST 129TH STREET | NEW YORK | NY | 10035 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| AMERICAN FRIENDS OF BLERANCOURT | |||||||||||
| 20 W 44TH ST STE 506 | NEW YORK | NY | 100366603 | NONE | PC | GENERAL OPERATING | $500 | ||||
| DOCTORS WITHOUT BORDERS | |||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| SMILE TRAIN INC | |||||||||||
| 633 THIRD AVE 9TH FLOOR | NEW YORK | NY | 100176796 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| Helen Keller International Inc | |||||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| THE BOYS CLUB OF NEW YORK | |||||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| MY FACE | |||||||||||
| 333 EAST 30TH STREET LOBBY UNIT | NEW YORK | NY | 10016 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PC | GENERAL OPERATING | $500 | ||||
| HOSPITAL FOR SPECIAL SURGERY | |||||||||||
| 535 E 70TH ST | NEW YORK | NY | 100214823 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| HANLEY FOUNDATION | |||||||||||
| 261 LEVERETT RD | AMHERST | MA | 010020000 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| Lyford Cay Foundation Inc | |||||||||||
| 521 5TH AVE 10TH FLOOR | NEW YORK | NY | 10175 | NONE | PC | GENERAL OPERATING | $20,000 | ||||
| H pital Albert Schweitzer Haiti | |||||||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | NONE | PC | GENERAL OPERATING | $10,000 | ||||
| Mary and Alexander Laughlin Childrens Ce | |||||||||||
| 424 FREDERICK AVE | SEWICKLEY | PA | 151431523 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| WAIMEA COUNTRY SCHOOL | |||||||||||
| 65-1237 KAWAIHAE RD | WAIMEA | HI | 96743 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| TIBET HOUSE USA | |||||||||||
| 22 W 15TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| HITCHCOCK WOODS | |||||||||||
| 444 S BOUNDARY AVE S | AIKEN | SC | 298014885 | NONE | PC | GENERAL OPERATING | $46,333 | ||||
| GREEN EARTH FOUNDATION | |||||||||||
| 18210 ROBIN AVE | SONOMA | CA | 95476 | NONE | PC | GENERAL OPERATING | $14,500 | ||||
| TOWN OF GREENWICH | |||||||||||
| 101 FIELD POINT RD | GREENWICH | CT | 06830 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| CAPOEIRA ARTS FOUNDATION INC | |||||||||||
| 1901 SAN PABLO AVENUE | BERKELEY | CA | 94702 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| ARIZONA FRIENDS OF TIBET | |||||||||||
| PO BOX 31956 | TUCSON | AZ | 85701 | NONE | PC | GENERAL OPERATING | $4,000 | ||||
| BE PRESENT NOW INC | |||||||||||
| 4151 MEMORIAL DRIVE | DECATUR | GA | 30032 | NONE | PC | GENERAL OPERATING | $6,000 | ||||
| HITCHCOCK FOUNDATION | |||||||||||
| ONE MEDICAL CENTER DR | LEBANON | NH | 03756 | NONE | PC | GENERAL OPERATING | $7,000 | ||||
| GLADES ACADEMY FOUNDATION | |||||||||||
| 1 N CLEMATIS ST STE 200 | WEST PALM BEACH | FL | 334015551 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| THE EAST HAMPTON HEALTHCARE FDN | |||||||||||
| 200 PANTIGO PL | EAST HAMPTON | NY | 119375920 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| NATIONAL MUSEUM OF POLO AND HALL OF FAME | |||||||||||
| 9011 LAKE WORTH RD | LAKE WORTH | FL | 334673617 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| NORTHERN JAGUAR PROJECT | |||||||||||
| 2114 W GRANT ROAD NO 121 | TUCSON | AZ | 857451141 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| YELLOWSTONE PARK FOUNDATION | |||||||||||
| PO BOX 117 | YELLOWSTONE NATIONAL P | WY | 82190 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| THE CONSERVATION FUND | |||||||||||
| 1655 N FORT MYER DRIVE STE 1300 | ARLINGTON | VA | 22009 | NONE | PC | GENERAL OPERATING | $3,000 | ||||
| AMERICAN HOSPITAL OF PARIS FOUNDATION | |||||||||||
| 477 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 100225827 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| PALM BEACH CIVIC ASSOCIATION | |||||||||||
| 139 NORTH COUNTY ROAD | PALM BEACH | FL | 334803908 | NONE | PC | GENERAL OPERATING | $500 | ||||
| TOWN OF PALM BEACH UNITED WAY | |||||||||||
| 44 COCOANUT ROW SUITE M201 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| REHABILITATION CENTER FOR CHILDREN & ADU | |||||||||||
| 300 ROYAL PALM WAY | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| PRESERVATION FOUNDATION OF PALM BEACH | |||||||||||
| 311 PERUVIAN AVE | PALM BEACH | FL | 334804637 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| MOUNTS BOTANICAL GARDEN | |||||||||||
| 559 N MILITARY TRL | WEST PALM BEACH | FL | 334151311 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| HOSPICE FOUNDATION OF PALM BEACH COUNTY | |||||||||||
| 44 COCOANUT ROW STE M 207B | PALM BEACH | FL | 334804069 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| HISTORICAL SOCIETY OF PALM BEACH | |||||||||||
| 300 N DIXIE HWY STE 471 | WEST PALM BEACH | FL | 334014632 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| FONS VITAE | |||||||||||
| 49 MOCKINGBIRD VALLEY DR | LOUISVILLE | KY | 402071366 | NONE | PC | GENERAL OPERATING | $1,500 | ||||
| CARIDAD CENTER | |||||||||||
| 8645 WEST BOYNTON BEACH BOULEVARD | BOYNTON | FL | 33472 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| Tanzanian Children's Fund | |||||||||||
| 2 GARDEN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING | $27,000 | ||||
| HERMANN PARK CONSERVANCY | |||||||||||
| 1700 HERMANN DRIVE | HOUSTON | TX | 77004 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| CHENREZIG TIBETAN BUDDHIST CENTER | |||||||||||
| 954 N MARSHALL STREET | PHILADELPHIA | PA | 19123 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| SISTER CITIES ESSEX HAITI | |||||||||||
| PO BOX 26 | ESSEX | CT | 064260026 | NONE | PC | GENERAL OPERATING | $1,500 | ||||
| ASPHALT GREEN INC | |||||||||||
| 555 EAST 90TH ST | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| AUDIT USA | |||||||||||
| PO BOX 26361 | TUCSON | AZ | 85726 | NONE | PC | GENERAL OPERATING | $2,500 | ||||
| BANTHOONGPRAO SCHOOL | |||||||||||
| NONE | PC | GENERAL OPERATING | $17,500 | 195 EMPIRE TOWER | BANGKOK | TH | 10120 | ||||
| BROOKS SCHOOL | |||||||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| CAMINO VERDE | |||||||||||
| C/O BNY MELLON NA | PITTSBURGH | PA | 152300185 | NONE | PC | GENERAL OPERATING | $500 | ||||
| CARL SCHURZ PARK ASSOCIATION INC | |||||||||||
| 1624 YORK AVE | NEW YORK | NY | 10028 | NONE | PC | GENERAL OPERATING | $3,000 | ||||
| CARNEGIE MELLON UNIVERSITY | |||||||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| CASITA MARIA CENTER FOR THE ARTS | |||||||||||
| 928 SIMPSON ST | BRONX | NY | 10459 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| CAZADERO PERFORMING ARTS FAM CAMP | |||||||||||
| PO BOX 11013 | OAKLAND | CA | 94611 | NONE | PC | GENERAL OPERATING | $1,500 | ||||
| COMMUNITY OUTREACH PATIENT EMPOWERMENT | |||||||||||
| 208 WEST COAL AVE | GALLUP | NM | 87301 | NONE | PC | GENERAL OPERATING | $1,250 | ||||
| COOPER RIIS HEALING COMMUNITY | |||||||||||
| 101 HEALING FARM LN | MILL SPRING | NC | 28756 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| DESTINY ARTS CENTER | |||||||||||
| 970 GRACE AVE | OAKLAND | CA | 94608 | NONE | PC | GENERAL OPERATING | $1,250 | ||||
| DUTCHESS LAND CONSERVANCY | |||||||||||
| 4289 NY-82 | MILLBROOK | NY | 12545 | NONE | PC | GENERAL OPERATING | $4,000 | ||||
| FOOD NOT BOMBS | |||||||||||
| PO BOX 422 | SANTA CRUZ | CA | 95061 | NONE | PC | GENERAL OPERATING | $1,250 | ||||
| FOUNDATION FOR CULTURAL REVIEW | |||||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| HAS HAITI | |||||||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | NONE | PC | GENERAL OPERATING | $4,000 | ||||
| HOSPICE FOUNDATION INC | |||||||||||
| 1707 L STREET NW SUITE 220 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| JERUSALEM PEACEBUILDERS | |||||||||||
| 6221 MAIN ST | HOUSTON | TX | 77030 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| KAHUA PA A MUA INC | |||||||||||
| PO BOX 896 | KAPAAU | HI | 96755 | NONE | PC | GENERAL OPERATING | $500 | ||||
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| LAUGHLIN CHILDREN'S CENTER | |||||||||||
| 424 FREDERICK AVENUE | SEWICKLEY | PA | 15143 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| LIVE IN PEACEINC | |||||||||||
| 321 BELL | EAST PALO QLTO | CA | 94303 | NONE | PC | GENERAL OPERATING | $2,500 | ||||
| MAKE A WISH ARIZONA | |||||||||||
| 2901 78TH ST | SCOTTSDALE | AZ | 85251 | NONE | PC | GENERAL OPERATING | $500 | ||||
| MALA AI | |||||||||||
| 67-1229 MAMALAHOA HWY | WAIMEA | HI | 96743 | NONE | PC | GENERAL OPERATING | $3,000 | ||||
| MARY OBOLENSKY LEUKEMIA FOUNDATION | |||||||||||
| PO BOX 3008 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING | $500 | ||||
| MBIRA | |||||||||||
| PO BOX 7863 | BERKELEY | CA | 947070860 | NONE | PC | GENERAL OPERATING | $1,500 | ||||
| MEAD HALL EPISCOPAL SCHOOL | |||||||||||
| 129 PENDLETON STREET | AIKEN | SC | 29801 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| NATIONAL GALLERY OF ART | |||||||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | NONE | PC | GENERAL OPERATING | $30,000 | ||||
| NATIVE NATIONS EDUCATION FDN | |||||||||||
| PO BOX 4278 | HILO | HI | 96720 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| NEW YORK HOSPITAL | |||||||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10065 | NONE | PC | GENERAL OPERATING | $35,000 | ||||
| NEW YORK MARBLE CEMETERY INC | |||||||||||
| 41 1/2 2ND AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| NEW YORK PRESBYTERIAN HOSPITAL | |||||||||||
| 3959 BROADWAY | NEW YORK | NY | 10032 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| PALM BEACH ISLAND CATS | |||||||||||
| PO BOX 173 | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING | $500 | ||||
| POINT FOUNDATION | |||||||||||
| 34 THIRD AVE | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| THE CHILDREN'S STOREFRONT | |||||||||||
| PO BOX 1171 | NEW YORK | NY | 10035 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| THE EAST HAMPTON HEALTHCARE FOUNDATION | |||||||||||
| 200 PANTIGO PL | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| THE ECOLOGY CENTER BERKELEY GARDEN PROGR | |||||||||||
| 2530 SAN PABLO AVE | BERKELEY | CA | 94702 | NONE | PC | GENERAL OPERATING | $2,000 | ||||
| THE EPISCOPAL CHURCH BETHESDA BY THE SEA | |||||||||||
| 141 S COUNTY RD | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| THE GRANT FOUNDATION | |||||||||||
| 2840 LIBERTY AVE SUITE 201 | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $9,000 | ||||
| THE LYFORD CAY CLUB CHARITABLE TRUST | |||||||||||
| 7207 W LAKE DR | WEST PALM BEACH | FL | 33406 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| THE POINT COMMUNITY DEVELOPMENT CORP | |||||||||||
| 940 GARRISON AVE | BRONX | NY | 10474 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| THE SOCIETY OF THE FOUR ARTS | |||||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| UNIVERSITY OF ARIZONA | |||||||||||
| ANDREW WEIL CENTER | TUCSON | AZ | 85721 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 857210109 | NONE | PC | GENERAL OPERATING | $5,000 | ||||
| UNIVERSITY OF ARIZONA | |||||||||||
| SOCIAL AND BEHAVORIAL SCIENCES | TUCSON | AZ | 85721 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| VERMONT DANCE ALLIANCE | |||||||||||
| PO BOX 5423 | BURLINGTON | VT | 05402 | NONE | PC | GENERAL OPERATING | $1,250 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 1275 YORK AVE | NEW YORK | NY | 100656007 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| GENERATION HUMAN RIGHTS INC | |||||||||||
| 1807 SECOND ST SUITE 40 | SANTA FE | NM | 87505 | NONE | PC | GENERAL OPERATING | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $403,833 | 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 | $141,967 | 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 | $364,652 | 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 | $506,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $506,619 | 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 (73 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287804 ISHARES TR S & P SMA | AT COST | $35,570 | $121,381 |
| 037833100 APPLE COMPUTER INC C | AT COST | $2,131 | $71,028 |
| 713448108 PEPSICO INC | AT COST | $18,793 | $51,418 |
| 58933Y105 MERCK & CO INC | AT COST | $19,341 | $38,320 |
| 717081103 PFIZER INC COM | AT COST | $19,612 | $59,050 |
| 05569M855 BNY MELLON EMERGING | AT COST | $64,351 | $148,555 |
| 05569M814 BNY MELLON INTERMEDI | AT COST | $339,424 | $344,272 |
| 20030N101 COMCAST CORP NEW CL | AT COST | $27,788 | $54,356 |
| G29183103 EATON CORP PLC | AT COST | $12,184 | $44,415 |
| 04010L103 ARES CAP CORP | AT COST | $100,343 | $123,962 |
| 609207105 MONDELEZ INTERNATION | AT COST | $24,954 | $44,295 |
| 110122108 BRISTOL MYERS SQUIBB | |||
| 05569M509 BNY MELLON MID CAP S | AT COST | $128,152 | $241,651 |
| 254687106 DISNEY (WALT) COMPAN | AT COST | $15,619 | $41,975 |
| 478160104 JOHNSON & JOHNSON CO | AT COST | $33,714 | $66,033 |
| 718172109 PHILIP MORRIS INTERN | AT COST | $42,708 | $53,485 |
| 02079K107 ALPHABET INC | AT COST | $35,989 | $81,021 |
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $69,018 | $70,486 |
| 22052L104 CORTEVA INC | |||
| 44134R735 HOTCHKIS & WILEY HIG | AT COST | $95,000 | $98,248 |
| 35137L105 FOX CORP - CLASS A - | |||
| 219350105 CORNING INC COM | |||
| 02079K305 ALPHABET INC/CA | AT COST | $38,515 | $86,911 |
| 05588L409 BNYM GLBL EMRG MKTS- | AT COST | $75,000 | $92,107 |
| 651639106 NEWMONT MINING CORP | AT COST | $50,498 | $62,020 |
| 880208400 TEMPLETON GLOBAL BD | |||
| 05587K857 BNYM INTL STCK-Y | AT COST | $229,710 | $442,565 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $100,000 | $94,123 |
| 084670702 BERKSHIRE HATHAWAY I | AT COST | $66,680 | $95,680 |
| 260557103 DOW INC. | AT COST | $27,163 | $28,360 |
| 58155Q103 MCKESSON CORPORATION | AT COST | $27,225 | $49,714 |
| 66987V109 NOVARTIS AG SPNSRD A | AT COST | $51,377 | $52,482 |
| 693475105 PNC FINANCIAL SERVIC | AT COST | $32,145 | $60,156 |
| 026874784 AMERICAN INTERNATION | AT COST | $14,514 | $34,116 |
| 69447T771 P F FLOATING RATE IN | AT COST | $80,000 | $82,724 |
| 92556V106 VIATRIS INC | |||
| 595112103 MICRON TECHNOLOGY | AT COST | $31,283 | $59,616 |
| 05587K824 BNYM SEL MGR S/C VAL | AT COST | $70,388 | $103,322 |
| 45687V106 INGERSOLL RAND INC | AT COST | $8,187 | $20,355 |
| 09661F701 BNYM INTL SMALL CAP- | |||
| 64110L106 NETFLIX COM INC | |||
| 05587K832 BNYM US EQUITY FUND- | AT COST | $165,000 | $236,848 |
| 14064D873 F&T BHVRL SM CAP EQ- | AT COST | $100,000 | $161,269 |
| 78464A763 SPDR SER TR | AT COST | $383,862 | $581,040 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $195,000 | $211,753 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $50,000 | $49,487 |
| 89832Q109 TRUIST FINL CORP | AT COST | $13,791 | $23,420 |
| G8994E103 TRANE TECHNOLOGIES P | AT COST | $7,515 | $20,203 |
| 75513E101 RAYTHEON TECHNOLOGIE | AT COST | $17,805 | $25,818 |
| 49456B101 KINDER MORGAN HOLDCO | AT COST | $55,801 | $63,440 |
| 907818108 UNION PACIFIC CORP | AT COST | $16,475 | $25,193 |
| 92343V104 VERIZON COMMUNICATIO | AT COST | $67,831 | $62,352 |
| 701765505 PARNASSUS MID CAP FU | AT COST | $145,000 | $207,217 |
| 594918104 MICROSOFT CORP COM | AT COST | $42,932 | $67,264 |
| 539830109 LOCKHEED MARTIN CORP | AT COST | $25,133 | $24,879 |
| 69351T106 PPL CORP | AT COST | $50,867 | $60,120 |
| 882508104 TEXAS INSTRUMENTS IN | AT COST | $24,643 | $37,694 |
| 00287Y109 ABBVIE INC | AT COST | $33,611 | $54,160 |
| 05587N737 BNYM OPPORT SM CAP-Y | AT COST | $70,346 | $112,743 |
| 68389X105 ORACLE CORPORATION | AT COST | $33,238 | $54,942 |
| 30303M102 FACEBOOK INC | AT COST | $64,880 | $100,905 |
| 852234103 SQUARE INC - A | AT COST | $40,014 | $32,302 |
| 258620103 DOUBLELINE TOTAL RET | AT COST | $354,410 | $347,127 |
| 92826C839 VISA INC | AT COST | $34,265 | $32,507 |
| V7780T103 ROYAL CARIBBEAN CRUI | AT COST | $31,186 | $30,760 |
| 166764100 CHEVRONTEXACO CORP | AT COST | $30,596 | $35,205 |
| 68622V106 ORGANON & CO | AT COST | $955 | $1,523 |
| 464285204 ISHARES GOLD TRUST | AT COST | $33,625 | $34,810 |
| 22788C105 CROWDSTRIKE HOLDINGS | AT COST | $52,342 | $40,950 |
| 023135106 AMAZON COM INC | AT COST | $50,082 | $50,015 |
| 30231G102 EXXON MOBIL CORP | AT COST | $23,155 | $24,476 |
| 70450Y103 PAYPAL HOLDINGS INC | AT COST | $27,890 | $18,858 |
| 861647105 STONE HBR INVT FDS E | AT COST | $50,000 | $48,160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJ | $8,126 |
| ROC ADJ OF CY SALES | $9,197 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF GRANTS PAID | $2,000 |
| MUTUAL FUND TIMING ADJ | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,912 | $1,912 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,796 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $10,495 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $364 | $364 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $645 | $645 | $0 |