LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST (EIN 22-6912465)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202141339349100429
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251796920 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | 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 | 226912465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD A AND MARY JANE SCHAFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 4122610779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET STERLING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122610779 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H MORROW | PreparerPersonNm |
| PTIN | P00451781 | PTIN |
| Phone | 4122618913 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
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 | $3,787,170 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $82,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,222,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,370 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $153,569 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,569 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,811 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,811 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 Rev And Expnss | $46,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $565 | 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 |
| Other Expenses Rev And Expnss | $308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $308 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,807 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $180,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $180,626 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,609,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,743,995 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,954,933 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $692,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $640,076 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $651,611 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,667,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,564,697 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,787,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,667,233 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,564,697 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,667,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,564,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,667,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,564,697 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,667,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $145 | OtherIncreasesAmt |
| Subtotal | $2,564,901 | SubtotalAmt |
| Other Decreases | $204 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,564,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (116 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. BERKSHIRE HATHAWAY 2.40% DUE 02/01/2020 | 2018-02-13 | 2020-02-01 | $50,000 | $49,892 | $108 | $108 | |
| 125. BOEING CO COM | 2007-01-26 | 2020-05-28 | $19,338 | $10,644 | $8,694 | $8,694 | |
| 100. BOEING CO COM | 2008-07-31 | 2020-05-28 | $15,471 | $6,203 | $9,268 | $9,268 | |
| 50000. BOEING COMPANY 4.875% DUE 02 /15/2020 | 2014-03-26 | 2020-02-15 | $50,000 | $49,961 | $39 | $39 | |
| 53. CVS HEALTH CORP | 2012-05-02 | 2020-01-03 | $3,914 | $2,436 | $1,478 | $1,478 | |
| 240. CVS HEALTH CORP | 2012-07-02 | 2020-01-03 | $17,722 | $11,473 | $6,249 | $6,249 | |
| 158. CVS HEALTH CORP | 2012-08-01 | 2020-01-03 | $11,667 | $7,133 | $4,534 | $4,534 | |
| 174. CVS HEALTH CORP | 2012-09-04 | 2020-01-03 | $12,848 | $7,997 | $4,851 | $4,851 | |
| 400. CVS HEALTH CORP | 2012-11-02 | 2020-01-03 | $29,537 | $18,746 | $10,791 | $10,791 | |
| 75. CVS HEALTH CORP | 2013-07-02 | 2020-01-03 | $5,538 | $4,420 | $1,118 | $1,118 | |
| 93. CARRIER GLOBAL CORPORATION COM | 2002-12-06 | 2020-06-30 | $2,068 | $1,145 | $923 | $923 | |
| 1200. CORNING INC COM | 2014-07-29 | 2020-01-03 | $35,211 | $23,886 | $11,325 | $11,325 | |
| 800. CORNING INC COM | 2015-06-08 | 2020-01-03 | $23,474 | $16,654 | $6,820 | $6,820 | |
| 500. CORNING INC COM | 2016-04-26 | 2020-01-03 | $14,671 | $9,772 | $4,899 | $4,899 | |
| 527. DIGITAL RLTY TR INC COM | 2020-10-26 | 2020-12-21 | $69,972 | $80,025 | -$10,053 | -$10,053 | |
| 149.56 DOW INC COM | 2014-07-09 | 2020-01-03 | $7,925 | $7,050 | $875 | $875 | |
| 149.57 DOW INC COM | 2014-07-31 | 2020-01-03 | $7,926 | $6,978 | $948 | $948 | |
| 128.2 DOW INC COM | 2015-06-24 | 2020-01-03 | $6,794 | $6,196 | $598 | $598 | |
| 72.67 DOW INC COM | 2018-03-19 | 2020-01-03 | $3,851 | $4,717 | -$866 | -$866 | |
| 450. EXXON MOBIL CORP COM | 2002-12-06 | 2020-10-26 | $14,893 | $16,658 | -$1,765 | -$1,765 | |
| 30000. GILEAD SCIENCES INC 2.35% DU E 02/01/2020 | 2016-03-04 | 2020-02-01 | $30,000 | $30,000 | |||
| 35000. GOLDMAN SACHS GROUP 2.75% DUE 09/15/2020 | 2016-05-11 | 2020-08-17 | $35,000 | $35,014 | -$14 | -$14 | |
| 500. EMERGING MARKETS (EEM) | 2014-07-02 | 2020-10-26 | $22,802 | $21,945 | $857 | $857 | |
| 150. EMERGING MARKETS (EEM) | 2018-06-28 | 2020-10-26 | $6,841 | $6,352 | $489 | $489 | |
| 500. EMERGING MARKETS (EEM) | 2014-04-01 | 2020-10-26 | $22,802 | $20,729 | $2,073 | $2,073 | |
| 300. EMERGING MARKETS (EEM) | 2016-08-11 | 2020-10-26 | $13,681 | $11,232 | $2,449 | $2,449 | |
| 300. EMERGING MARKETS (EEM) | 2016-06-01 | 2020-10-26 | $13,681 | $9,913 | $3,768 | $3,768 | |
| 500. EAFE INTERNATIONAL | 2014-07-02 | 2020-10-26 | $31,842 | $34,490 | -$2,648 | -$2,648 | |
| 500. EAFE INTERNATIONAL | 2014-04-01 | 2020-10-26 | $31,842 | $33,804 | -$1,962 | -$1,962 | |
| 150. EAFE INTERNATIONAL | 2018-06-28 | 2020-10-26 | $9,553 | $9,963 | -$410 | -$410 | |
| 150. EAFE INTERNATIONAL | 2016-08-11 | 2020-10-26 | $9,553 | $8,853 | $700 | $700 | |
| 1100. LOEWS CORPORATION | 2014-05-08 | 2020-10-26 | $38,484 | $48,026 | -$9,542 | -$9,542 | |
| 50000. CB MONDELEZ INTL INC 3.625% DUE 05/07/2023 | 2020-02-07 | 2020-12-04 | $53,838 | $52,112 | $1,726 | $1,726 | |
| 1500. NORDSTROM INC COM | 2019-08-15 | 2020-01-03 | $59,859 | $37,948 | $21,911 | $21,911 | |
| .5 OTIS WORLDWIDE CORP COM | 2002-12-06 | 2020-04-09 | $23 | $18 | $5 | $5 | |
| 46. OTIS WORLDWIDE CORP COM | 2002-12-06 | 2020-10-26 | $2,902 | $1,698 | $1,204 | $1,204 | |
| 300. PHILIP MORRIS INTL INC COM | 2014-06-26 | 2020-01-02 | $25,619 | $25,954 | -$335 | -$335 | |
| 300. PHILIP MORRIS INTL INC COM | 2014-09-18 | 2020-01-02 | $25,619 | $25,281 | $338 | $338 | |
| 200. PHILIP MORRIS INTL INC COM | 2018-04-20 | 2020-01-02 | $17,080 | $16,894 | $186 | $186 | |
| 200. QUALCOMM INCORPORATED | 2014-06-05 | 2020-01-03 | $17,413 | $15,483 | $1,930 | $1,930 | |
| 200. QUALCOMM INCORPORATED | 2014-06-13 | 2020-01-03 | $17,413 | $15,473 | $1,940 | $1,940 | |
| 600. QUALCOMM INCORPORATED | 2014-07-24 | 2020-01-03 | $52,239 | $44,661 | $7,578 | $7,578 | |
| 300. QUALCOMM INCORPORATED | 2017-01-26 | 2020-01-03 | $26,120 | $15,488 | $10,632 | $10,632 | |
| .22 RAYTHEON TECHNOLOGIES CORP COM | 2020-02-19 | 2020-04-08 | $14 | $21 | -$7 | -$7 | |
| 350. RAYTHEON TECHNOLOGIES CORP COM | 2020-02-19 | 2020-12-21 | $24,200 | $33,346 | -$9,146 | -$9,146 | |
| 93. RAYTHEON TECHNOLOGIES CORP COM | 2002-12-06 | 2020-12-21 | $6,430 | $3,819 | $2,611 | $2,611 | |
| 100. SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 2014-04-23 | 2020-10-26 | $35,732 | $24,852 | $10,880 | $10,880 | |
| 1450. SYNCHRONY FINANCIAL COM | 2020-01-08 | 2020-10-26 | $38,537 | $51,575 | -$13,038 | -$13,038 | |
| 197. SYNCHRONY FINANCIAL COM | 2002-02-14 | 2020-10-26 | $5,236 | $7,232 | -$1,996 | -$1,996 | |
| 900. SYNCHRONY FINANCIAL COM | 2017-01-19 | 2020-10-26 | $23,919 | $32,160 | -$8,241 | -$8,241 | |
| 20. 3M CO COM | 2013-04-03 | 2020-10-26 | $3,317 | $2,189 | $1,128 | $1,128 | |
| 35. 3M CO COM | 2013-07-02 | 2020-10-26 | $5,805 | $3,819 | $1,986 | $1,986 | |
| 60. 3M CO COM | 2013-05-02 | 2020-10-26 | $9,952 | $6,385 | $3,567 | $3,567 | |
| 60. 3M CO COM | 2012-10-02 | 2020-10-26 | $9,952 | $5,612 | $4,340 | $4,340 | |
| 225. 3M CO COM | 2012-11-02 | 2020-10-26 | $37,318 | $20,081 | $17,237 | $17,237 | |
| .6387 VIATRIS INC COM | 2014-04-07 | 2020-11-30 | $11 | $8 | $3 | $3 | |
| 800. WESTERN DIGITAL CORP COM | 2020-01-08 | 2020-09-03 | $30,326 | $54,232 | -$23,906 | -$23,906 | |
| 500. WESTERN DIGITAL CORP COM | 2017-04-26 | 2020-09-03 | $18,954 | $42,327 | -$23,373 | -$23,373 | |
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,616 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,071 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,071 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42 | OverpaymentAmt |
| Applied To ES Tax | $42 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122610779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX ST STE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | 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 | JEFFREY W STERLING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SILVER OAK DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 12 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $31,811 | 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 | $3,146,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $290,834 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,437,068 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,437,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,385,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,029 | TotalTaxAmt |
| Distributable Before Adj | $168,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,500 | 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 | $176,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $175,756 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $175,756 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $167,503 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CIRCUS SAINTS & SINNERS CLUB | ||||||||
| PO BOX 24585 | PITTSBURGH | PA | 15234 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| CRAFTON HEIGHTS PRESBYTERIAN CHURCH | ||||||||
| 50 STRATMORE AVENUE | PITTSBURGH | PA | 15205 | NONE | 501(C)(3) | GENERAL | $30,000 | |
| GLOBAL LINKS | ||||||||
| 1023 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $5,000 | |
| LIGHT OF LIFE MISSION | ||||||||
| PO BOX 6283 | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | GENERAL | $5,000 | |
| HUMANE ANIMAL RESCUE | ||||||||
| 1101 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | GENERAL | $5,000 | |
| UNITY PRESBYTERIAN CHURCH | ||||||||
| 1146 GREENTREE ROAD | PITTSBURGH | PA | 15216 | NONE | 501(C)(3) | GENERAL | $30,000 | |
| THE SALVATION ARMY | ||||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $8,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 200 SOUTH CRAIG STREET | PITTSBURGH | PA | 15260 | NONE | 501(C)(3) | GENERAL | $12,500 | |
| FLIGHT 93 NATIONAL MEMORIAL FUND | ||||||||
| PO BOX 911 | SHANKSVILLE | PA | 15560 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| WOUNDED WARRIORS PROJECT | ||||||||
| 301 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| KING SCHOOL | ||||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | NONE | 501(C)(3) | GENERAL | $10,000 | |
| AUTISM CONNECTION OF PA | ||||||||
| 35 WILSON STREET | PITTSBURGH | PA | 15223 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | GENERAL | $4,000 | |
| HONDURAS HOPE MISSION | ||||||||
| PO BOX 463 | MARS | PA | 16046 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| ROTARY CLUB OF GREENTREE | ||||||||
| PO BOX 12639 | PITTSBURGH | PA | 15241 | NONE | 501 (C) (3) | GENERAL | $5,000 | |
| NASH EDUCATION | ||||||||
| 63 STANCEY ROAD | PITTSBURGH | PA | 15220 | NONE | 501 (C) (3) | GENERAL | $3,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 600 WATERFRONT DR 223 | PITTSBURGH | PA | 15222 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| FOSTERCAT INC | ||||||||
| PO BOX 23414 | PITTSBURGH | PA | 152226414 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| FOUNDATION FOR IUP | ||||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | NONE | 501(C)(3) | GENERAL | $30,000 | |
| GOODWILL INDUSTRIES OF SOUTHWESTERN PA | ||||||||
| 118 52ND STREET | PITSBURGH | PA | 15201 | NONE | 501(C)(3) | GENERAL | $10,000 | |
| OFF THE FLOOR PITTSBURGH | ||||||||
| 901 ALLEGHENY AVENUE | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | GENERAL | $5,000 | |
| WOMEN INVESTING IN SECURITY | ||||||||
| 23705 BIRTCHER DRIVE | LAKE FOREST | CA | 92630 | NONE | 501(C)(3) | GENERAL | $2,000 | AND EDUCATION |
| WOMEN OF SOUTHWESTERN PA INC | ||||||||
| PO BOX 1112 | MCMURRAY | PA | 15317 | NONE | 501(C)(3) | GENERAL | $1,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | NONE | 501(C)(3) | GENERAL | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,500 | 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 | $82,199 | 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 | $71,370 | 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 | $153,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,569 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| ACCRUED INTEREST ADJUSTMENT | $202 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $308 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $308 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $145 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES (DEDUCT | CategoryTxt |
| Amt | $46,862 | Amt |
| Net Investment Income | $46,862 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $364 | $364 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $179 | $179 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $22 | $22 | $0 |