HAWTHORNDEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAWTHORNDEN FOUNDATION (EIN 52-1324746)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202221269349100922
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T14:07:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | 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 | 521324746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWTHORNDEN LITERARY RETREAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWT | BusinessNameControlTxt |
| Phone | 4123922220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152225416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA SHEA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4123922220 | PhoneNum |
| Signature | 2022-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIA | PersonFirstNm |
| Person Last | SHEA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $228,597,299 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $113,342,361 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23,638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,638 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,337,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,337,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $857,177 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,038,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $857,177 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $437 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $437 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $115,561,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,218,699 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $322,362 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $322,362 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $125,080 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $125,080 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,629 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,629 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $107,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $99,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,342 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,053 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $146,289 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,766 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $2,766 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,182 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $29,016 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $338,126 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $338,126 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $791 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $791 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,144 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,144 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $107,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,965 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,387,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $193,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,172,103 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,241,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,241,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,628,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $193,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,413,358 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,932,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,025,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,203 | CashBOYAmt |
| Cash EOY | $62,874 | CashEOYAmt |
| Cash EOYFMV | $62,874 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,229,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,275,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,275,940 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,156,231 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $97,034,803 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $97,034,803 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $56,803,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,647,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,647,475 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,374,256 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $29,285,669 | LandBOYAmt |
| Land EOY | $29,374,256 | LandEOYAmt |
| Land EOYFMV | $29,374,256 | LandEOYFMVAmt |
| Other Assets BOY | $192,950 | OtherAssetsBOYAmt |
| Other Assets EOY | $201,951 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $201,951 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $105,753,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,597,299 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,597,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $105,753,325 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $228,597,299 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,753,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,597,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,753,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,597,299 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,753,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,932,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,932,033 | OtherIncreasesAmt |
| Subtotal | $228,617,810 | SubtotalAmt |
| Other Decreases | $20,511 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $228,597,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LT CAPITAL GAIN | $3,508,785 | $3,181,218 | $327,567 | $327,567 | |
| CAPITAL GAINS DIVIDENDS | $529,610 | $529,610 | $529,610 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $857,177 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,156 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,156 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,156 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,243 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,243 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,913 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122613644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PL STE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152225416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JULIA V SHEA | |||||||||
| C/O SCHNEIDER DOWNS CO INC ONE PPG | PLACE SUITE 1700 | PITTSBURGH | PA | 15222 | TREASURER/SECRETARY | 4.00 | $0 | $0 | $0 |
| MR DAVID CAMPBELL | |||||||||
| C/O LOVETT BOOKMAN HARMON MARKS LLP | 1000 LIBERTY AVENUE SUITE 1150 | PITTSBURGH | PA | 15222 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VICTORIA GRAY | |||||||||
| C/O LOVETT BOOKMAN HARMON MARKS LLP | 1000 LIBERTY AVENUE SUITE 1150 | PITTSBURGH | PA | 15222 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALEXANDRA JACOBUS | |||||||||
| C/O LOVETT BOOKMAN HARMON MARKS LLP | 1000 LIBERTY AVENUE SUITE 1150 | PITTSBURGH | PA | 15222 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SIR JONATHAN BATE | |||||||||
| C/O LOVETT BOOKMAN HARMON MARKS LLP | 1000 LIBERTY AVENUE SUITE 1150 | PITTSBURGH | PA | 15222 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAMISH ROBINSON | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HAWTHORNDEN CASTLE | AddressLine1Txt |
| City | LASSWADE | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | EH18 1EG | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,550 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY MELLON | |||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | WEALTH MANAGEMENT | $154,053 |
| SCHNEIDER DOWNS & CO INC | |||||
| ONE PPG PLACE SUITE 1700 | PITTSBURGH | PA | 15222 | FINANCIAL AND ACCOUNTING SERVICES | $97,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HAWTHORNDEN CASTLE (SCOTLAND) - INTERNATIONAL RETREAT FOR WRITERS | Description1Txt |
| Expenses1 | $1,695,047 | Expenses1Amt |
| Description2 | CASA ECCO (ITALY) - INTERNATIONAL RETREAT FOR WRITERS | Description2Txt |
| Expenses2 | $1,718,311 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,848,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,588,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $115,437,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $115,437,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,731,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,706,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,685,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,685,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,156 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,156 | TotalTaxAmt |
| Distributable Before Adj | $5,657,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,657,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,657,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,413,358 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $97,589 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,510,947 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,657,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,069,415 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,510,947 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,069,415 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $441,532 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,215,619 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NAOISE DOLAN CO HAWTHORNDEN CASTLE | |||||||||||
| LASSWADE | MIDLOTHIAN SCOTLAND | UK | EH18 1EH | N/A | I | HAWTHORNDEN PRIZE FOR LITERATURE - ACHIEVEMENT AWARD | $21,255 | ||||
| JLF COLORADO | |||||||||||
| N/A | PC | TO SUPPORT PRODUCTION COSTS OF THE JAIPUR LITERARY FESTIVAL | $20,000 | C/O JESSIE FRIEDMAN 1500 KALMIA AVE | BOULDER | CO | 80304 | ||||
| COUNCIL OF LITERARY MAGAZINES | |||||||||||
| N/A | PC | EXPAND REGRANTS PROGRAM BY PROVIDING FUNDS TO LITERARY MAGAZINES AND PRESSES TO SUPPORT PROJECTS THAT BUILD THEIR ORGANIZATIONAL CAPACITY, THEREBY SECURING THEIR FUTURE,AUGMENT COLLECTION OF DIGITAL OFFERING TO COMPLEMENT REGRANTS PROGRAM, PROVIDING PUBLISHERS WITH THE RESOURCES THEY NEED TO THRIVE IN A COMPLEX, INCREASINGLY COMMERCIAL MARKETPLACE; ANDADD CASH PRIZES TO THE FIRECRACKER AWARDS, RAISING THE VISIBILITY OF THIS SINGULAR PROGRAM AND SHINING A BRIGHTER LIGHT ON THOSE PUBLISHERS THAT SERVE AS MODELS FOR EXCELLENCE IN THEIR PUBLISHING PRACTICES. | $1,100,000 | 154 CHRISTOPHER STREET SUITE 3C | NEW YORK | NY | 10014 | ||||
| THE ACADEMY OF AMERICAN POETS | |||||||||||
| N/A | PC | TO EXPAND REGRANTING PROGRAM TO INCLUDE A NEW OPPORTUNITY THAT WILL AWARD REGRANTS OF $5,000, $10,000, $25,000, OR $50,000 TO AT LEAST 50 TO 75 LITERARY ORGANIZATIONS' IN SUPPORT OF THEIR CAPACITY BUILDING INITIATIVES. | $1,100,000 | 75 MAIDEN LANE SUITE 901 | NEW YORK | NY | 10038 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,241,255 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,638 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,337,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $857,177 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BNY MELLON - CLASS ACTION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $437 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,218,699 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,218,699 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRUE HEINZ REVOCABLE TRUST NO 1 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LIBERTY AVENUE SUITE 1150 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $113,342,361 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES - U.S. | $97,812 | $7,825 | $0 | $89,987 |
| ACCOUNTING FEES - ITALY | $7,257 | $0 | $0 | $7,257 |
| ACCOUNTING FEES - SCOTLAND | $2,691 | $0 | $0 | $2,691 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $69,647,475 | EOYBookValueAmt |
| EOYFMV | $69,647,475 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $97,034,803 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $97,034,803 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES - U.S. | $3,781 | $0 | $0 | $3,781 |
| LEGAL FEES - ITALY | $2,848 | $0 | $0 | $2,848 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FURNISHINGS | Desc |
| BOY Book Value | $192,950 | BOYBookValueAmt |
| EOY Book Value | $201,951 | EOYBookValueAmt |
| EOYFMV | $201,951 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY TRANSLATION | Desc |
| Amt | $20,511 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $38,585 | $0 | $0 | $38,585 |
| SECURITY EXPENSE | $6,245 | $0 | $0 | $6,245 |
| AUTOMOBILE EXPENSE | $1,741 | $0 | $0 | $1,741 |
| HAWTHORNE PRIZE EXPENSE | $52,389 | $0 | $0 | $52,389 |
| MISCELLANEOUS | $340 | $0 | $0 | $340 |
| COMPUTER | $665 | $0 | $0 | $665 |
| PENALTIES | $7,190 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BNY MELLON - CLASS ACTION PROCEEDS | Desc |
| Revenue And Expenses Per Books | $437 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $437 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $10,932,033 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES - US | $72,338 | $0 | $0 | $72,338 |
| PROFESSIONAL FEES - ITALY | $38,224 | $0 | $0 | $38,224 |
| PROFESSIONAL FEES - SCOTLAND | $35,727 | $0 | $0 | $35,727 |
| INVESTMENT FEES | $154,053 | $154,053 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NET INVESTMENT EXCISE TAXES | $15,000 | $0 | $0 | $0 |
| OTHER TAXES | $29,016 | $0 | $0 | $29,016 |
| FOREIGN TAX WITHHELD | $31,182 | $31,182 | $0 | $0 |