TIMOTHY S MOCK CF CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY S MOCK CF CHARITABLE TR (EIN 47-7200836)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202111239349101786
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T14:54:42-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-04-25 | 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 | 2020 | 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 | $205,480 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,739 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,739 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,918 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,660 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,742 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $734 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $734 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $734 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $500 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,940 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $55 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,289 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,289 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,880 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,880 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,289 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,289 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,371 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,453 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,844 | CashBOYAmt |
| Cash EOY | $12,083 | CashEOYAmt |
| Cash EOYFMV | $12,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,022 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $170,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $134,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $193,397 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $199,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $205,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $199,132 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $146,683 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $199,132 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $199,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $199,132 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,371 | ExcessRevenueOverExpensesAmt |
| Subtotal | $146,761 | SubtotalAmt |
| Other Decreases | $78 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $146,683 | 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 |
|---|---|---|---|---|---|---|---|
| METROPOLITAN WEST TOTAL RETURN | 2020-12-08 | 2020-12-14 | $1,362 | $1,364 | -$2 | -$2 | |
| METROPLITAN WEST TOTAL RETURN | 2017-12-27 | 2020-10-22 | $14,638 | $13,691 | $947 | $947 | |
| PIMCO LOW DURATION | 2017-12-27 | 2020-08-31 | $25,700 | $25,446 | $254 | $254 | |
| CAPITAL GAIN DIVIDENDS | $1,719 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,719 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,719 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,918 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $89 | SubtotalAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,211 | OverpaymentAmt |
| Applied To ES Tax | $100 | AppliedToESTaxAmt |
| Refund | $2,111 | 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 | 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 | $204,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $221,418 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $221,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $218,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89 | TotalTaxAmt |
| Distributable Before Adj | $10,816 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,816 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,816 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,880 | 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 | $55,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,813 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,998 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $199,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,064 | RemainingDistriFromCorpusAmt |
| Total Corpus | $244,148 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $212,314 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,813 | ExcessFromYear4Amt |
| Excess From Year3 | $40,998 | ExcessFromYear3Amt |
| Excess From Year2 | $40,193 | ExcessFromYear2Amt |
| Excess From Year1 | $48,246 | ExcessFromYear1Amt |
| Excess From Current Year | $45,064 | 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 (36 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 | $10,000 | |
| BIG BROTHERS AND SISTERS OF GREATER PITTSBURGH | |||||||
| 5989 CENTRE AVENUE | PITTSBURGH | PA | 15206 | NONE | GENERAL SUPPORT | $2,500 | |
| 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 | |
| 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 | |
| ST MARK ORTHODOX CHURCH | |||||||
| 452 DUNHAM ROAD | WRIGHTSTOWN | PA | 18940 | NONE | GENERAL SUPPORT | $1,500 | |
| AARP | |||||||
| 2020 ARDMORE BLVD | PITTSBURGH | PA | 15221 | NONE | GENERAL SUPPORT | $200 | |
| 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 | $1,000 | |
| VIETNAM VETERANS ASSOCIATION | |||||||
| 890 SAW MILL RUN BLVD | PITTSBURGH | PA | 15226 | NONE | GENERAL SUPPORT | $300 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | GENERAL SUPPORT | $500 | |
| DAV | |||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | GENERAL SUPPORT | $150 | |
| 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 | $100 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | NONE | GENERAL SUPPORT | $2,000 | |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | GENERAL SUPPORT | $1,000 | |
| 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 | $80 | |
| 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 | $50 | |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 635 RIDGE AVENUE | PITTSBURGH | PA | 15212 | NONE | GENERAL SUPPORT | $500 | |
| MAKE A WISH OF GREATER PA | |||||||
| 1702 EAST HIGHLAND AVENUE SUITE 40 | PHOENIX | AZ | 85016 | NONE | GENERAL SUPPORT | $100 | |
| 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 | $100 | |
| THE NATION CHILDREN'S CANCER SOCIETY | |||||||
| 500 N BROADWAY 1850 | STLOUIS | MO | 63102 | NONE | GENERAL SUPPORT | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,880 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,817 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| 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 | $2,918 | 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 | $7,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,738 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $734 | Amt |
| Net Investment Income | $734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $734 | AdjustedNetIncomeAmt |
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 | $27,953 | $82,309 |
| OAKMARK SELECT | $11,585 | $14,075 |
| FPA FLEXIBLE FIXED INCOME | $72,488 | $73,326 |
| METROPOLITAN WEST TOTAL | $22,574 | $23,687 |
| PIMCO LOW DURATION I | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PIMCO COST BASIS ADJUSTMENT | Desc |
| Amt | $78 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CONSUMER REPORTS | $40 | $40 | $40 |
| PA REGISTRATION FEE | $15 | $15 | $15 |
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 |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2019 TAX BALANCE PAID IN 2020 | $1,240 |
| 2020 FIRST/SECOND QTR. ESTIM. | $1,100 |
| 2020 THIRD QTR. ESTIMATE | $600 |