TIMOTHY S MOCK CF CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: TIMOTHY S MOCK CF CHARITABLE TR (EIN 47-7200836)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-11
IRS object ID: 202231319349105043
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
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-11T14:34:55-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	METZ LEWIS BRODMAN MUST O'KEEFE LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	535 SMITHFIELD ST STE 800	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	477200836	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TIMOTHY S MOCK CF TRUST	BusinessNameLine1Txt
Business Name Line2	C/O AUFMAN ASSOCIATES INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% AUFMAN ASSOCIATES	InCareOfNm
Business Name Control	TIMO	BusinessNameControlTxt
Phone	7249345600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2200 GEORGETOWN DRIVE STE 401	AddressLine1Txt
City	SEWICKLEY	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15143	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EDWARD AUFMAN	PersonNm
Person Title	MANAGER	PersonTitleTxt
Phone	7249345600	PhoneNum
Signature	2022-04-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	EDWARD	PersonFirstNm
Person Last	AUFMAN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LARRY S BLAIR	PreparerPersonNm
PTIN	P00179062	PTIN
Phone	4129181100	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)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$256,741	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	$102,200	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,789	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,789	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$32,002	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$89,630	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$32,002	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$2,111	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$138,103	TotalRevAndExpnssAmt
Total Net Invst Incm	$33,792	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$572	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$572	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$500	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$500	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$600	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,672	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,072	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$70,280	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$70,280	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$71,952	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,072	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$70,280	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$66,151	ExcessRevenueOverExpensesAmt
Net Investment Income	$32,720	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$12,083	CashBOYAmt
Cash EOY	$9,239	CashEOYAmt
Cash EOYFMV	$9,239	CashEOYFMVAmt
Corporate Stock BOY	$134,600	CorporateStockBOYAmt
Corporate Stock EOY	$132,925	CorporateStockEOYAmt
Corporate Stock EOYFMV	$247,502	CorporateStockEOYFMVAmt
Total Assets BOY	$146,683	TotalAssetsBOYAmt
Total Assets EOY	$142,164	TotalAssetsEOYAmt
Total Assets EOYFMV	$256,741	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$146,683	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$142,164	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$146,683	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$142,164	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$146,683	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$142,164	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$146,683	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$66,151	ExcessRevenueOverExpensesAmt
Subtotal	$212,834	SubtotalAmt
Other Decreases	$70,670	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$142,164	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
CHARLES SCHWAB - SEE DETAIL	2021-01-01	2021-07-08	$1,167	$1,168	-$1	-$1
CHARLES SCHWAB - SEE DETAIL	2015-10-15	2021-04-28	$63,950	$56,032	$7,918	$7,918
CHARLES SCHWAB - SEE DETAIL	2008-10-22	2021-11-12	$1,539	$428	$1,111	$1,111
CAPITAL GAIN DIVIDENDS					$22,974		P
CAPITAL GAIN DIVIDENDS					$22,974		P
CAPITAL GAIN DIVIDENDS					$22,974		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$32,002	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$455	InvestmentIncomeExciseTaxAmt
Subtotal	$455	SubtotalAmt
Tax Based On Investment Income	$455	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$100	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$100	TotalPaymentsAndCreditsAmt
Tax Due	$355	TaxDueAmt

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	Yes (true)	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	AUFMAN ASSOCIATES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7249345600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2200 GEORGETOWN DRIVE SUITE 401	AddressLine1Txt
City	SEWICKLEY	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15143	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
Relying Current Ntc Dsstr Asst1	Yes (X)	RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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
TIMOTHY S MOCK
2200 GEORGETOWN DRIVE STE 401	SEWICKLEY	PA	15143	PRESIDENT	0	$0	$0	$0
DAVID MOCK
2200 GEORGETOWN DRIVE STE 401	SEWICKLEY	PA	15143	SECRETARY	0	$0	$0	$0
EDWARD AUFMAN
2200 GEORGETOWN DRIVE STE 401	SEWICKLEY	PA	15143	MANAGER	0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	NOT APPLICABLE	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$166,119	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$20,913	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$187,032	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$187,032	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,805	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$184,227	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$9,211	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$9,211	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$455	TaxBasedOnInvestmentIncomeAmt
Total Tax	$455	TotalTaxAmt
Distributable Before Adj	$8,756	DistributableBeforeAdjAmt
Distributable Before Ded	$8,756	DistributableBeforeDedAmt
Distributable As Adjusted	$8,756	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$70,280	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	$70,280	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,756	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	$37,813	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$40,998	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$40,193	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$48,246	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$45,064	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$212,314	TotalExcessDistributionCyovAmt
Qualifying Distributions	$70,280	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$8,756	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$61,524	RemainingDistriFromCorpusAmt
Total Corpus	$273,838	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$37,813	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$236,025	ExcessDistriCyovToNextYrAmt
Excess From Year4	$40,998	ExcessFromYear4Amt
Excess From Year3	$40,193	ExcessFromYear3Amt
Excess From Year2	$48,246	ExcessFromYear2Amt
Excess From Year1	$45,064	ExcessFromYear1Amt
Excess From Current Year	$61,524	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	TIMOTHY S MOCK	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ST ALEXANDER NEVSKY ORTHODOX CHURCH
8290 THOMPSON RUN ROAD	PITTSBURGH	PA	15237	NONE	GENERAL SUPPORT	$10,500
BROTHER'S BROTHER FOUNDATION
1200 GALVESTON AVENUE	PITTSBURGH	PA	15233	NONE	GENERAL SUPPORT	$2,500
ST VLADIMIR'S ORTHODOX THEOLOGICAL SEMINARY
575 SCARSDALE ROAD	TUCKAHOE	NY	10707	NONE	GENERAL SUPPORT ($5,000), SEMINARY ($2,000)	$7,000
LEHIGH UNIVERSITY
27 MEMORIAL DR W	BETHLEHEM	PA	18015	NONE	GENERAL SUPPORT	$5,500
THE SALVATION ARMY
8020 FRANKSTOWN AVENUE	PITTSBURGH	PA	15221	NONE	GENERAL SUPPORT	$4,000
ALZHEIMER'S ASSOCIATION
1100 LIBERTY AVENUE	PITTSBURGH	PA	15222	NONE	GENERAL SUPPORT	$3,000
HABITAT FOR HUMANITY GREATER PITTSBURGH
1913 MONONGAHELA AVENUE	PITTSBURGH	PA	15218	NONE	GENERAL SUPPORT	$2,500	SWISSVALE SHOPPING CENTER
ALZHEIMER'S DISEASE RESEARCH
3152 LITTLE ROAD STE 146	TRINITY	FL	34655	NONE	GENERAL SUPPORT	$500
NORTH HILLS COMMUNITY OUTREACH
1975 FERGUSON ROAD	ALLISON PARK	PA	15101	NONE	GENERAL SUPPORT	$1,000
AARP FOUNDATION
2020 ARDMORE BLVD	PITTSBURGH	PA	15221	NONE	GENERAL SUPPORT	$400
PARTNERS IN HEALTH
54 PLYMOUTH STREET	MONTCLAIR	NJ	07042	NONE	GENERAL SUPPORT	$2,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
600 WATERFRONT DRIVE 210	PITTSBURGH	PA	15222	NONE	GENERAL SUPPORT	$150
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW700	WASHINGTON	DC	20001	NONE	GENERAL SUPPORT	$100
CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVENUE	PITTSBURGH	PA	15224	NONE	GENERAL SUPPORT	$1,500
VIETNAM VETERANS INC
321 W 8TH AVE 1	HOMESTEAD	PA	15120	NONE	GENERAL SUPPORT	$300
DOCTORS WITHOUT BORDERS
PO BOX 5030	HAGERSTOWN	MD	217415030	NONE	GENERAL SUPPORT	$1,000
DAV
PO BOX 14301	CINCINNATI	OH	452500301	NONE	GENERAL SUPPORT	$200
ST CYRIL OF WHITE LAKE FOOD PANTRY
105 S 19TH ST	PITTSBURGH	PA	15203	NONE	GENERAL SUPPORT	$5,000
THE MARINE TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVE	TRIANGLE	VA	22172	NONE	GENERAL SUPPORT	$150
GREATER PITTSBURGH COMMUNITY FOOD BANK
1 N LINDEN STREET	DUQUESNE	PA	15110	NONE	GENERAL SUPPORT	$11,000
DANA FARBER CANCER INSTITUTE
450 BROOKLINE AVENUE	BOSTON	MA	02215	NONE	GENERAL SUPPORT	$5,000
LITTLE SISTERS OF THE POOR
1028 BENTON AVENUE	PITTSBURGH	PA	15212	NONE	GENERAL SUPPORT	$250
ARTHRITIS FOUNDATION
790 HOLIDAY DRIVE 11	PITTSBURGH	PA	15220	NONE	GENERAL SUPPORT	$200
CARNEGIE MUSEUM OF PITTSBURGH
4400 FORBES AVENUE	PITTSBURGH	PA	15213	NONE	GENERAL SUPPORT	$150
SMILE TRAIN
633 THIRD AVENUE 9TH FLOOR	NEW YORK	NY	10017	NONE	GENERAL SUPPORT	$250
SAVE THE CHILDREN
PO BOX 97132	WAHSINGTON	DC	200907132	NONE	GENERAL SUPPORT	$600
CHRISTIAN APPALACHIAN PROJECT
PO BOX 1768	PAINTSVILLE	KY	41240	NONE	GENERAL SUPPORT	$500
SPECIAL OLYMPICS
2570 BLVD OF GENERALS SUITE 124	NORRISTOWN	PA	19403	NONE	GENERAL SUPPORT	$150
LIGHT OF LIFE RESCUE MISSION
635 RIDGE AVENUE	PITTSBURGH	PA	15212	NONE	GENERAL SUPPORT	$500
MAKE A WISH OF GREATER PA AND WEST VIRGINIA
707 GRANT ST 3700	PITTSBURGH	PA	15219	NONE	GENERAL SUPPORT	$250
WOMEN'S CENTER & SHELTER
PO BOX 9024	PITTSBURGH	PA	15224	NONE	GENERAL SUPPORT	$250
HABITAT FOR HUMANITY
322 WEST LAMAR STREET	AMERICUS	GA	317093543	NONE	GENERAL SUPPORT	$2,500
WESTERN PA CONSERVANCY
800 WATERFRONT DRIVE	PTITSBURGH	PA	15222	NONE	GENERAL SUPPORT	$125
THE NATIONAL CHILDREN'S CANCER SOCIETY
500 N BROADWAY 1850	STLOUIS	MO	63102	NONE	GENERAL SUPPORT	$200
WYCLIFFE ASSOCIATION
11450 TRANSLATION WAY	ORLANDO	FL	32832	NONE	GENERAL SUPPORT	$100
VETERANS OF FOREIGN WARS
PROCESSING CENTER PO BOX 8958	TOPEKA	KS	666088958	NONE	GENERAL SUPPORT	$100
AMERICARES FOUNDATION
88 HAMILTON AVENUE	STANFORD	CT	06902	NONE	GENERAL SUPPORT	$5
THE CARTER CENTER
453 JOHN LEWIS FREEDOM PKWY NE	ATLANTA	GA	30307	NONE	GENERAL SUPPORT	$300
ST PETER AND PAUL ORTHODOX CHURCH
220 MANSFIELD BLVD	CARNEGIE	PA	15106	NONE	GENERAL SUPPORT	$200
NATURAL RESOURCES DEFENSE COUNCIL
15TH STREET NW SUITE 300	WASHINGTON	DC	20005	NONE	GENERAL SUPPORT	$250
ALLEGHENY COUNTY PARKS FOUNDATION
675 OLD FRANKSTOWN ROAD	PITTSBURGH	PA	15239	NONE	GENERAL SUPPORT	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$70,280	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	$1	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,789	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

Field	Value	IRS element (for citing)
Exclusion	41	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$32,002	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Unrelated Business Taxbl Incm	$2,111	UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$2,111	UnrelatedBusinessTaxblIncmAmt
Exclusion	$33,792	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$35,903	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

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 Person	TIMOTHY S MOCK	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	6340 WATERCREST WAY UNIT 402	AddressLine1Txt
City	LAKEWOOD RANCH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	34202	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$102,200	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	2,292 SHRS. TCW SELECT EQUITIES I	NoncashPropertyDesc
Fair Market Value	$102,200	FairMarketValueAmt
Received	2021-12-15	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISOR FEES	CategoryTxt
Amt	$572	Amt
Net Investment Income	$572	NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	NONE	Desc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
CLIPPER FUND	$36,571	$91,839
OAKMARK SELECT	$0	$0
FPA FLEXIBLE FIXED INCOME	$53,173	$53,526
METROPOLITAN WEST TOTAL	$0	$0
TCW SELECT EQUITITES I	$43,181	$102,137

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJ OF DOCATED TCW STOCK	Desc
Amt	$70,670	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX REFUND	Desc
Revenue And Expenses Per Books	$2,111	RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	METZ LEWIS	CategoryTxt
Amt	$500	Amt
Net Investment Income	$500	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	2020 4TH QTR ESTIM PAID 2021	CategoryTxt
Amt	$600	Amt