MARGARET MELLON HITCHCOCK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET MELLON HITCHCOCK FOUNDATION (EIN 25-6018992)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349100146
- Schema version
- 2020v4.0
- 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 | 2021-05-10T10:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 600 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 | 2020-01-01 | 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 | 2021-05-05 | 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 | 2021-05-05 | 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 | 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 | $5,800,539 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $120,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $661,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,356,158 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $661,407 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $781,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $765,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,111 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,067 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,044 | 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 | $11,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,894 | 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 | $26,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $183,301 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,377 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $598,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $755,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,926 | CashBOYAmt |
| Cash EOY | $616 | CashEOYAmt |
| Cash EOYFMV | $616 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $355,277 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $308,304 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $308,304 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,515,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,134,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,491,619 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,881,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,443,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,800,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,881,206 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,443,696 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,881,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,443,696 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,881,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,443,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,881,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $598,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $4,479,814 | SubtotalAmt |
| Other Decreases | $36,118 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,443,696 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1985. ARES MANAGEMENT CORP | 2014-08-05 | 2020-01-02 | $70,064 | $37,125 | $32,939 | $32,939 | |
| 300. APPLE COMPUTER INC COM | 2014-05-07 | 2020-01-13 | $94,146 | $26,621 | $67,525 | $67,525 | |
| .44 INGERSOLL RAND INC | 2018-12-13 | 2020-03-09 | $10 | $11 | -$1 | -$1 | |
| 400. NEWMONT MINING CORP | 2019-11-06 | 2020-04-13 | $23,542 | $15,119 | $8,423 | $8,423 | |
| 12. AMAZON COM INC | 2018-11-09 | 2020-04-23 | $28,816 | $20,514 | $8,302 | $8,302 | |
| 43. APPLE COMPUTER INC COM | 2009-09-04 | 2020-04-23 | $11,931 | $1,032 | $10,899 | $10,899 | |
| 57. APPLE COMPUTER INC COM | 2014-05-07 | 2020-04-23 | $15,815 | $4,801 | $11,014 | $11,014 | |
| 200. CELANESE CORP DEL | 2014-05-07 | 2020-04-23 | $15,643 | $12,162 | $3,481 | $3,481 | |
| 138. COSTCO WHSL CORP NEW | 2014-05-07 | 2020-04-23 | $42,296 | $15,474 | $26,822 | $26,822 | |
| 300. DISNEY (WALT) COMPANY HOLDING CO. | 2014-05-07 | 2020-04-23 | $30,583 | $27,218 | $3,365 | $3,365 | |
| 2491. ISHARES HIGH DIVIDEND EQUITY FUND | 2011-12-06 | 2020-04-23 | $196,795 | $134,516 | $62,279 | $62,279 | |
| 1309. ISHARES HIGH DIVIDEND EQUITY FUND | 2015-06-22 | 2020-04-23 | $103,414 | $99,868 | $3,546 | $3,546 | |
| 229. J P MORGAN CHASE & CO | 2002-11-19 | 2020-04-23 | $20,613 | $4,980 | $15,633 | $15,633 | |
| 171. J P MORGAN CHASE & CO | 2014-05-07 | 2020-04-23 | $15,392 | $9,220 | $6,172 | $6,172 | |
| 300. MERCK & CO INC | 2014-07-24 | 2020-04-23 | $24,301 | $17,502 | $6,799 | $6,799 | |
| 600. MONDELEZ INTERNATIONAL INC | 2014-05-07 | 2020-04-23 | $31,104 | $22,414 | $8,690 | $8,690 | |
| 200. PEPSICO INC | 2015-01-09 | 2020-04-23 | $26,469 | $19,458 | $7,011 | $7,011 | |
| 500. SS&C TECHNOLOGIES HOLDINGS | 2019-11-06 | 2020-04-23 | $25,312 | $28,798 | -$3,486 | -$3,486 | |
| 150. TAIWAN SEMICONDUCTOR ADR | 2017-10-27 | 2020-04-23 | $7,869 | $6,228 | $1,641 | $1,641 | |
| 665. TORTOISE ENERGY INFRASTRUCTURE | 2016-03-02 | 2020-04-23 | $2,322 | $14,873 | -$12,551 | -$12,551 | |
| 390. ALLERGAN PLC | 2014-09-30 | 2020-04-23 | $72,494 | $85,237 | -$12,743 | -$12,743 | |
| 2000. ISHARES TR S & P SMALL CAP 600 | 2006-12-06 | 2020-04-24 | $117,362 | $67,113 | $50,249 | $50,249 | |
| 300. INVESCO S&P 500 EQUAL WEIGHT | 2014-05-07 | 2020-04-27 | $53,863 | $23,451 | $30,412 | $30,412 | |
| 1000. ISHARES HIGH DIVIDEND EQUITY FUND | 2011-12-06 | 2020-04-27 | $81,189 | $54,001 | $27,188 | $27,188 | |
| 631. INVESCO S&P 500 EQUAL WEIGHT | 2014-05-07 | 2020-04-30 | $115,712 | $48,780 | $66,932 | $66,932 | |
| 8. AMAZON COM INC | 2018-11-09 | 2020-05-01 | $18,578 | $13,676 | $4,902 | $4,902 | |
| 100. APPLE COMPUTER INC COM | 2008-07-28 | 2020-05-01 | $29,340 | $2,306 | $27,034 | $27,034 | |
| 100. COSTCO WHSL CORP NEW | 2014-05-07 | 2020-05-01 | $30,351 | $11,213 | $19,138 | $19,138 | |
| 2009. ISHARES HIGH DIVIDEND EQUITY FUND | 2011-12-06 | 2020-05-01 | $160,536 | $108,488 | $52,048 | $52,048 | |
| 700. AMERICAN AIRLINES GROUP INC | 2020-04-23 | 2020-05-26 | $7,813 | $7,237 | $576 | $576 | |
| 300. FEDEX CORPORATION | 2019-11-06 | 2020-05-28 | $39,758 | $48,828 | -$9,070 | -$9,070 | |
| 400. DELTA AIR LINES INC - W/I | 2020-04-23 | 2020-06-04 | $12,844 | $9,023 | $3,821 | $3,821 | |
| 250. SOUTHWEST AIRLINES CO | 2020-04-23 | 2020-06-04 | $9,526 | $7,592 | $1,934 | $1,934 | |
| 300. UNITED AIRLINES HOLDINGS INC | 2020-04-23 | 2020-06-04 | $11,592 | $7,770 | $3,822 | $3,822 | |
| 200. PAYPAL HOLDINGS INC | 2019-11-06 | 2020-06-23 | $34,311 | $20,070 | $14,241 | $14,241 | |
| 50. APPLE COMPUTER INC COM | 2008-07-28 | 2020-06-25 | $18,041 | $1,141 | $16,900 | $16,900 | |
| 4000. BNY MELLON MID CAP STK FD CL M | 1997-04-01 | 2020-06-25 | $69,280 | $46,520 | $22,760 | $22,760 | |
| 2600. BNY MELLON EMERGING MKTS FD CL M SHS | 2008-12-22 | 2020-06-25 | $26,676 | $15,002 | $11,674 | $11,674 | |
| 3000. BNYM INTL STCK-Y | 2017-12-04 | 2020-06-25 | $62,790 | $55,290 | $7,500 | $7,500 | |
| 1767.409 BNY MELLON DYNAMIC VALUE FUND - CLASS Y | 2020-05-01 | 2020-06-25 | $53,800 | $50,000 | $3,800 | $3,800 | |
| 20354. CENTER COAST MLP & INFRASTRU | 2015-08-05 | 2020-06-25 | $19,645 | $167,938 | -$148,293 | -$148,293 | |
| 2900. ISHARES TR S & P SMALL CAP 600 | 2006-12-06 | 2020-06-25 | $190,033 | $97,313 | $92,720 | $92,720 | |
| 330. MERCK & CO INC | 2014-05-07 | 2020-06-25 | $25,199 | $18,655 | $6,544 | $6,544 | |
| 700. TAIWAN SEMICONDUCTOR ADR | 2017-10-27 | 2020-06-25 | $39,508 | $29,064 | $10,444 | $10,444 | |
| 300. LUMENTUM HOLDINGS INC | 2020-06-25 | 2020-06-30 | $24,312 | $21,937 | $2,375 | $2,375 | |
| 10. AMAZON COM INC | 2018-11-09 | 2020-07-01 | $28,754 | $17,095 | $11,659 | $11,659 | |
| 3000. BNY MELLON MID CAP STK FD CL M | 1997-04-01 | 2020-09-11 | $55,590 | $34,890 | $20,700 | $20,700 | |
| 300. AMERISOURCEBERGEN CORP | 2019-11-06 | 2020-10-29 | $28,506 | $25,561 | $2,945 | $2,945 | |
| 200. AMERISOURCEBERGEN CORP | 2020-05-01 | 2020-10-29 | $19,004 | $17,268 | $1,736 | $1,736 | |
| .0789 VIATRIS INC | 2014-05-07 | 2020-11-25 | $1 | $1 | |||
| 1000. CISCO SYS INC | 2020-06-19 | 2020-11-30 | $42,524 | $42,353 | $171 | $171 | |
| 250. QUALCOMM INC | 2020-06-25 | 2020-11-30 | $36,552 | $22,004 | $14,548 | $14,548 | |
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P | |||||
| CAPITAL GAIN DIVIDENDS | $34,237 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $661,407 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,699 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,699 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,796 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,111 | 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 | $4,613,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $587,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,200,602 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,200,602 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,122,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,495 | TotalTaxAmt |
| Distributable Before Adj | $245,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,377 | 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 | $162,377 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $162,377 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,475 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,377 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,475 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,475 | 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 | $45,783 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | 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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | 15290 | NONE | PC | GENERAL OPERATING | $1,000 |
| UNITED PLANT SAVERS | |||||||
| 35703 LOOP ROAD | RUTLAND | OH | 457758900 | NONE | PC | GENERAL OPERATING | $14,000 |
| UPAYA ZEN CENTER | |||||||
| 1404 CERRO GORDO ROAD | SANTA FE | NM | 875016111 | 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 | $1,000 |
| THE CROSBY FUND FOR HAITIAN EDUCATION | |||||||
| 19 BINNEY ROAD | OLD LYME | CT | 063711401 | NONE | PC | GENERAL OPERATING | $1,000 |
| RELIGIOUS SOCIETY OF FRIENDS | |||||||
| 4836 ELLSWORTH AVENUE | PITTSBURGH | PA | 152132805 | 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 | $1,000 |
| CASITA MARIA | |||||||
| 928 SIMPSON STREET | BRONX | NY | 10459 | NONE | PC | GENERAL OPERATING | $1,000 |
| METROPOLITAN OPERA ASSOCIATION | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 100236922 | NONE | PC | GENERAL OPERATING | $5,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | GENERAL OPERATING | $100 |
| FREEDOM INSTITUTE | |||||||
| 515 MADISON AVENUE 26TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $1,000 |
| 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 |
| THE NEW CRITERION | |||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | NONE | PC | GENERAL OPERATING | $1,000 |
| AMERICAN FRIENDS OF BLERANCOURT | |||||||
| 20 W 44TH ST STE 506 | NEW YORK | NY | 100366603 | NONE | PC | GENERAL OPERATING | $1,000 |
| 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 |
| FRIENDS OF UNFPA | |||||||
| 605 THIRD AVENUE FOURTH FLOOR | NEW YORK | NY | 10158 | NONE | PC | GENERAL OPERATING | $500 |
| WATERKEEPER ALLIANCE | |||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $500 |
| 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 | $1,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 E 70TH ST | NEW YORK | NY | 100214823 | NONE | PC | GENERAL OPERATING | $2,000 |
| MUSICAL INSTRUMENT MUSEUM | |||||||
| 4725 E MAYO BLVD | PHOENIX | AZ | 850506920 | NONE | PC | GENERAL OPERATING | $100 |
| HANLEY FOUNDATION | |||||||
| 261 LEVERETT RD | AMHERST | MA | 010020000 | NONE | PC | GENERAL OPERATING | $1,000 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 857123153 | NONE | PC | GENERAL OPERATING | $1,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 NINETEENTH STREET NW 8TH FLOO | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $500 |
| ORBIS | |||||||
| 520 EIGHTH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $100 |
| WAIMEA COUNTRY SCHOOL | |||||||
| 65-1237 KAWAIHAE RD | WAIMEA | HI | 96743 | NONE | PC | GENERAL OPERATING | $1,000 |
| SONORAN INSTITUTE | |||||||
| 1OO N STONE DRIVE 400 | TUCSON | AZ | 85701 | NONE | PC | GENERAL OPERATING | $1,000 |
| PROTECT OUR ELECTIONS | |||||||
| 8100 BEECH TREE RD | BETHESDA | MD | 20817 | NONE | PC | GENERAL OPERATING | $1,000 |
| INTERFAITH COMMUNITY SERVICES TUCSON | |||||||
| 8701 E OLD SPANISH TRAIL | TUCSON | AZ | 85710 | NONE | PC | GENERAL OPERATING | $500 |
| HITCHCOCK WOODS | |||||||
| 444 S BOUNDARY AVE S | AIKEN | SC | 298014885 | NONE | PC | GENERAL OPERATING | $12,000 |
| HEFFTER RESEARCH INSTITUTE | |||||||
| PO BOX 1702 | AIKEN | SC | 29802 | NONE | PC | GENERAL OPERATING | $1,000 |
| GREEN EARTH FOUNDATION | |||||||
| 18210 ROBIN AVE | SONOMA | CA | 95476 | NONE | PC | GENERAL OPERATING | $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 | $12,000 |
| ARIZONA FRIENDS OF TIBET | |||||||
| PO BOX 31956 | TUCSON | AZ | 85701 | NONE | PC | GENERAL OPERATING | $7,400 |
| 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 | $5,000 |
| GLADES ACADEMY FOUNDATION | |||||||
| 1 N CLEMATIS ST STE 200 | WEST PALM BEACH | FL | 334015551 | NONE | PC | GENERAL OPERATING | $1,000 |
| WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING | $200 |
| NATIONAL MUSEUM OF POLO AND HALL OF FAME | |||||||
| 9011 LAKE WORTH RD | LAKE WORTH | FL | 334673617 | NONE | PC | GENERAL OPERATING | $1,000 |
| TUSKEGEE AIRMEN NATIONAL HISTORICAL MUSE | |||||||
| PO BOX 32549 | DETROIT | MI | 482320549 | NONE | PC | GENERAL OPERATING | $100 |
| NORTHERN JAGUAR PROJECT | |||||||
| 2114 W GRANT ROAD NO 121 | TUCSON | AZ | 857451141 | NONE | PC | GENERAL OPERATING | $1,000 |
| PAWS FOR PURPLE HEARTS | |||||||
| 10201 OLD REDWOOD HWY | PENNGROVE | CA | 949519671 | NONE | PC | GENERAL OPERATING | $500 |
| ST JOSEPHS INDIAN SCHOOL | |||||||
| PO BOX 776 | CHAMBERLAIN | SD | 573250776 | NONE | PC | GENERAL OPERATING | $100 |
| NATIVE AMERICAN HERITAGE ASSOCATION | |||||||
| 12085 QUAAL ROAD | BLACK HAWK | SD | 57718 | NONE | PC | GENERAL OPERATING | $100 |
| YELLOWSTONE PARK FOUNDATION | |||||||
| PO BOX 117 | YELLOWSTONE NATIONAL P | WY | 82190 | NONE | PC | GENERAL OPERATING | $1,000 |
| EISENHOWER FOUNDATION | |||||||
| 200 SE 4TH STREET PO BOX 295 | ABILENE | KS | 67410 | NONE | PC | GENERAL OPERATING | $100 |
| IF PEOPLE SEEKING POSSIBILITIES | |||||||
| 160 SUNFLOWER LN | WATSONVILLE | CA | 950760462 | NONE | PC | GENERAL OPERATING | $1,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BOULEVARD | DENVER | CO | 80221 | NONE | PC | GENERAL OPERATING | $100 |
| AMERICAN HOSPITAL OF PARIS FOUNDATION | |||||||
| 477 MADISON AVENUE 6TH FLOOR | NEW YORK | NY | 100225827 | NONE | PC | GENERAL OPERATING | $1,000 |
| COOPERRIIS | |||||||
| 101 HEALING FARM LN | MILL SPRING | NC | 287565808 | 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 | $2,000 |
| RAYMOND KRAVIS CENTER FOR PERFORMING ART | |||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL OPERATING | $2,000 |
| 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 | $1,000 |
| CARIDAD CENTER | |||||||
| 8645 WEST BOYNTON BEACH BOULEVARD | BOYNTON | FL | 33472 | NONE | PC | GENERAL OPERATING | $2,000 |
| CITY KIDS ADVENTURES | |||||||
| PO BOX 830655 | SAN ANTONIO | TX | 782830655 | NONE | PC | GENERAL OPERATING | $1,000 |
| ALLEY THEATRE | |||||||
| 615 TEXAS AVENUE | HOUSTON | TX | 77002 | NONE | PC | GENERAL OPERATING | $13,333 |
| TEXAS A&M UNIVERSITY | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 778402811 | NONE | PC | GENERAL OPERATING | $2,000 |
| TANZANIAN CHILDRENS FUND | |||||||
| 2 GARDEN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL OPERATING | $5,000 |
| HOUSTON GRAND OPERA | |||||||
| 510 PRESTON ST | HOUSTON | TX | 770021504 | NONE | PC | GENERAL OPERATING | $5,000 |
| FOTOFEST INC | |||||||
| 2000 EDWARDS ST BLDG C SUITE 2 | HOUSTON | TX | 770074433 | NONE | PC | GENERAL OPERATING | $1,000 |
| CHENREZIG TIBETAN BUDDHIST CENTER | |||||||
| 954 N MARSHALL STREET | PHILADELPHIA | PA | 19123 | NONE | PC | GENERAL OPERATING | $1,000 |
| LOVE SERVE REMEMBER FOUNDATION | |||||||
| 226 W OJAI AVE STE 101 | OJAI | CA | 930233278 | NONE | PC | GENERAL OPERATING | $1,000 |
| SISTER CITIES ESSEX HAITI | |||||||
| PO BOX 26 | ESSEX | CT | 064260026 | NONE | PC | GENERAL OPERATING | $1,300 |
| TARA MANDALA | |||||||
| 4000 USFS ROAD 649 | PAGOSA SPRINGS | CO | 811470000 | NONE | PC | GENERAL OPERATING | $1,600 |
| PRIMAVERA FOUNDATION | |||||||
| 151 WEST 40TH STREET | TUCSON | AZ | 85713 | NONE | PC | GENERAL OPERATING | $1,000 |
| TUCSON INTERFAITH HIV AIDS NETWORK | |||||||
| 2660 N 1ST AVE | TUCSON | AZ | 857192911 | NONE | PC | GENERAL OPERATING | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 100656007 | NONE | PC | GENERAL OPERATING | $2,000 |
| THE JANE GOODALL INSTITUTE | |||||||
| 1595 SPRING HILL ROAD SUITE 550 | VIENNA | VA | 22182 | NONE | PC | GENERAL OPERATING | $100 |
| YOSEMITE CONSERVANCY | |||||||
| 101 MONTGOMERY STREET SUITE 1700 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING | $100 |
| RONALD MCDONALD HOUSE CHARITIES SOUTH AZ | |||||||
| 2155 E ALLEN RD | TUCSON | AZ | 85719 | NONE | PC | GENERAL OPERATING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,333 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,500 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $661,407 | 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 | $781,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $781,907 | 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 (77 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 46137V282 INVESCO S&P 500 EQUA | |||
| 464287804 ISHARES TR S & P SMA | AT COST | $35,570 | $97,414 |
| 46625H100 J P MORGAN CHASE & C | |||
| G0177J108 ALLERGAN PLC | |||
| 037833100 APPLE COMPUTER INC C | AT COST | $3,273 | $79,614 |
| 150870103 CELANESE CORP DEL | |||
| 874039100 TAIWAN SEMICONDUCTOR | |||
| 713448108 PEPSICO INC | AT COST | $18,793 | $43,897 |
| 89147L100 TORTOISE ENERGY INFR | |||
| 151461100 CENTER COAST MLP & I | |||
| 58933Y105 MERCK & CO INC | AT COST | $20,296 | $40,900 |
| 717081103 PFIZER INC COM | AT COST | $19,612 | $36,810 |
| 05569M855 BNY MELLON EMERGING | AT COST | $64,351 | $143,870 |
| 05569M814 BNY MELLON INTERMEDI | AT COST | $378,045 | $394,436 |
| 20030N101 COMCAST CORP NEW CL | AT COST | $27,788 | $56,592 |
| G29183103 EATON CORP PLC | AT COST | $24,075 | $54,904 |
| 023135106 AMAZON COM INC | |||
| 04010L103 ARES CAP CORP | AT COST | $126,072 | $124,142 |
| 46429B663 ISHARES HIGH DIVIDEN | |||
| 609207105 MONDELEZ INTERNATION | AT COST | $24,954 | $39,058 |
| G47791101 INGERSOLL-RAND PLC | |||
| 110122108 BRISTOL MYERS SQUIBB | AT COST | $59,196 | $72,451 |
| 05569M509 BNY MELLON MID CAP S | AT COST | $142,108 | $255,381 |
| 254687106 DISNEY (WALT) COMPAN | AT COST | $15,619 | $49,100 |
| 478160104 JOHNSON & JOHNSON CO | AT COST | $33,714 | $60,749 |
| 718172109 PHILIP MORRIS INTERN | AT COST | $42,708 | $46,611 |
| 03990B101 ARES MANAGEMENT CORP | |||
| 22160K105 COSTCO WHSL CORP NEW | |||
| 02079K107 ALPHABET INC | AT COST | $45,021 | $61,316 |
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $69,018 | $70,832 |
| 22052L104 CORTEVA INC | AT COST | $26,148 | $38,720 |
| 44134R735 HOTCHKIS & WILEY HIG | AT COST | $95,000 | $96,287 |
| 78467J100 SS&C TECHNOLOGIES HO | |||
| 35137L105 FOX CORP - CLASS A - | AT COST | $23,169 | $20,384 |
| 219350105 CORNING INC COM | AT COST | $42,054 | $57,600 |
| 02079K305 ALPHABET INC/CA | AT COST | $44,964 | $61,342 |
| 31428X106 FEDEX CORPORATION | |||
| 05588L409 BNYM GLBL EMRG MKTS- | AT COST | $40,000 | $65,754 |
| 651639106 NEWMONT MINING CORP | AT COST | $50,498 | $59,890 |
| 880208400 TEMPLETON GLOBAL BD | AT COST | $205,000 | $197,169 |
| 03073E105 AMERISOURCEBERGEN CO | |||
| 05587K857 BNYM INTL STCK-Y | AT COST | $229,710 | $401,682 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $100,000 | $93,626 |
| 084670702 BERKSHIRE HATHAWAY I | AT COST | $66,680 | $74,198 |
| 260557103 DOW INC. | AT COST | $27,163 | $27,750 |
| 58155Q103 MCKESSON CORPORATION | AT COST | $27,225 | $34,784 |
| 66987V109 NOVARTIS AG SPNSRD A | AT COST | $51,377 | $56,658 |
| 70450Y103 PAYPAL HOLDINGS INC | |||
| 693475105 PNC FINANCIAL SERVIC | AT COST | $85,815 | $119,200 |
| 026874784 AMERICAN INTERNATION | AT COST | $24,190 | $37,860 |
| 69447T771 P F FLOATING RATE IN | AT COST | $80,000 | $82,216 |
| 92556V106 VIATRIS INC | AT COST | $1,081 | $2,324 |
| 595112103 MICRON TECHNOLOGY | AT COST | $39,441 | $60,144 |
| 05587K824 BNYM SEL MGR S/C VAL | AT COST | $64,137 | $93,066 |
| 45687V106 INGERSOLL RAND INC | AT COST | $13,164 | $24,101 |
| 09661F701 BNYM INTL SMALL CAP- | AT COST | $80,000 | $93,480 |
| 64110L106 NETFLIX COM INC | AT COST | $26,113 | $27,037 |
| 05587K832 BNYM US EQUITY FUND- | AT COST | $165,000 | $211,160 |
| 14064D873 F&T BHVRL SM CAP EQ- | AT COST | $100,000 | $128,034 |
| 78464A763 SPDR SER TR | AT COST | $427,837 | $529,650 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $95,000 | $123,801 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $50,000 | $54,621 |
| 89832Q109 TRUIST FINL CORP | AT COST | $24,135 | $33,551 |
| G8994E103 TRANE TECHNOLOGIES P | AT COST | $45,090 | $87,096 |
| 75513E101 RAYTHEON TECHNOLOGIE | AT COST | $29,821 | $35,755 |
| 49456B101 KINDER MORGAN HOLDCO | AT COST | $58,951 | $54,680 |
| 907818108 UNION PACIFIC CORP | AT COST | $16,475 | $20,822 |
| 92343V104 VERIZON COMMUNICATIO | AT COST | $44,783 | $47,000 |
| 701765505 PARNASSUS MID CAP FU | AT COST | $145,000 | $186,582 |
| 594918104 MICROSOFT CORP COM | AT COST | $42,932 | $44,484 |
| 539830109 LOCKHEED MARTIN CORP | AT COST | $25,133 | $24,849 |
| 69351T106 PPL CORP | AT COST | $50,867 | $56,400 |
| 882508104 TEXAS INSTRUMENTS IN | AT COST | $24,643 | $32,826 |
| 00287Y109 ABBVIE INC | AT COST | $33,611 | $42,860 |
| 05587N737 BNYM OPPORT SM CAP-Y | AT COST | $60,451 | $96,868 |
| 68389X105 ORACLE CORPORATION | AT COST | $37,025 | $45,283 |
| 30303M102 FACEBOOK INC | AT COST | $64,880 | $81,948 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJ | $28,126 |
| ADJ OF CY SALES | $7,992 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,658 | $1,658 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,264 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $7,699 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $236 | $236 | $0 |