JAMES AND MELANIE CROCKARD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND MELANIE CROCKARD FOUNDATION (EIN 47-1002802)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-16
- IRS object ID
- 202142289349100419
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T10:00:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKMAN & DANOVITZ LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 SIXTH AVE FL 35 | 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 | 471002802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND MELANIE CROCKARD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES CROCKARD | InCareOfNm |
| Business Name Control | JAME | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 SOUTHPOINTE BLVD Suite 430 | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES CROCKARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4123558100 | PhoneNum |
| Signature | 2021-07-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CROCKARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL I DANOVITZ | PreparerPersonNm |
| PTIN | P00253209 | PTIN |
| Phone | 4123558100 | 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 | $585,875 | 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 |
| Dividends Rev And Expnss | $12,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,835 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,946 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,946 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $686 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $45 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,754 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,844 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,844 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,724 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,946 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,234 | CashBOYAmt |
| Cash EOY | $46,429 | CashEOYAmt |
| Cash EOYFMV | $46,429 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $590,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $473,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $539,446 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $616,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $520,344 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $585,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $616,122 | CapitalStockBOYAmt |
| Capital Stock EOY | $520,344 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $616,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $520,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $616,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $520,344 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $616,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $520,344 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $520,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 67.224 SHARES AQR EQUITY | 2019-08-15 | 2020-04-30 | $565 | $663 | -$98 | -$98 | |
| 57.205 SHARES AQR EQUITY MARKET NEUTRAL-I | 2020-02-06 | 2020-04-30 | $481 | $523 | -$42 | -$42 | |
| 127.662 SHARES AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2019-10-28 | 2020-04-30 | $1,093 | $1,076 | $17 | $17 | |
| 53.181 SHARES AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2020-02-06 | 2020-04-30 | $455 | $438 | $17 | $17 | |
| 6.154 SHARES SEMPER MBS TOTAL RETURN FUND | 2019-10-28 | 2020-02-06 | $65 | $64 | $1 | $1 | |
| 643.768 SHARES SEMPER MBS TOTAL RETURN FUND | 2019-10-28 | 2020-04-30 | $5,163 | $6,727 | -$1,564 | -$1,564 | |
| 21.378 SHARES BLACKROCK EVENT DRIVEN EQ-IS | 2020-02-06 | 2020-04-09 | $201 | $208 | -$7 | -$7 | |
| 60.375 SHARES BLACKROCK EVENT DRIVEN EQ-IS | 2020-04-30 | 2020-10-06 | $584 | $579 | $5 | $5 | |
| 486.989 SHARES BLACKROCK TOTAL RETURN - I | 2020-08-16 | 2020-04-14 | $5,848 | $5,854 | -$6 | -$6 | |
| 12.595 SHARES BLACKROCK TOTAL RETURN - I | 2020-01-31 | 2020-04-14 | $151 | $154 | -$3 | -$3 | |
| 959.693 SHARES BLACKROCK CORE BOND PORTFOLIO CL INSTL FUND 332 | 2020-04-17 | 2020-10-06 | $10,000 | $9,722 | $278 | $278 | |
| 24.472 SHARES BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2020-04-30 | 2020-10-06 | $247 | $242 | $5 | $5 | |
| 30.807 SHARES BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2019-10-31 | 2020-10-06 | $311 | $304 | $7 | $7 | |
| 85 SHARES FIDELITY REAL ESTATE ETF ETF | 2020-04-30 | 2020-10-06 | $2,077 | $1,919 | $158 | $158 | |
| 25.456 SHARES GOTHAM NEUTRAL FUND - INST | 2020-02-06 | 2020-04-30 | $236 | $254 | -$18 | -$18 | |
| 368.809 SHARES GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2020-06-29 | 2020-10-06 | $3,500 | $3,367 | $133 | $133 | |
| 14.704 SHARES 361 GLOBAL LNG/SHRT EQ-Y | 2019-10-28 | 2020-02-06 | $165 | $162 | $3 | $3 | |
| 81.582 SHARES 361 GLOBAL LNG/SHRT EQ-Y | 2019-10-28 | 2020-04-09 | $831 | $901 | -$70 | -$70 | |
| 723.224 SHARES 361 GLOBAL LNG/SHRT EQ-Y | 2019-10-28 | 2020-04-30 | $7,471 | $7,992 | -$521 | -$521 | |
| 7 SHARES ISHARES TR S&P 500 INDEX FD | 2020-05-28 | 2020-07-23 | $2,294 | $2,143 | $151 | $151 | |
| 120 SHARES ISHARES TR RUSSELL 2000 | 2019-08-16 | 2020-07-23 | $17,754 | $17,637 | $117 | $117 | |
| 36.908 SHARES PRINCIPAL MIDCAP FUND-R6 | 2019-12-11 | 2020-07-23 | $1,139 | $1,129 | $10 | $10 | |
| 17.897 SHARES PGIM HIGH YIELD FUND CLASS R6 | 2019-12-31 | 2020-10-06 | $95 | $100 | -$5 | -$5 | |
| 13.003 SHARES T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2020-04-30 | 2020-10-06 | $123 | $121 | $2 | $2 | |
| 14.717 SHARES T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2019-10-31 | 2020-10-06 | $140 | $141 | -$1 | -$1 | |
| 51.07 SHARES VANGUARD TOTL BD MKT IDX-ADM | 2020-01-31 | 2020-04-09 | $583 | $579 | $4 | $4 | |
| 2575.9 SHARES VANGUARD TOTL BD MKT IDX-ADM | 2019-08-16 | 2020-04-09 | $29,417 | $28,799 | $618 | $618 | |
| 3369.457 SHARES VANGUARD TOTL BD MKT IDX-ADM | 2019-04-30 | 2020-04-17 | $38,782 | $37,663 | $1,119 | $1,119 | |
| 53.021 SHARES VANGUARD TOTL BD MKT IDX-ADM | 2019-10-31 | 2020-04-17 | $610 | $588 | $22 | $22 | |
| 61.33 SHARES SEMPER MBS TOTAL RETURN FUND | 2020-04-09 | 2020-04-30 | $492 | $485 | $7 | $7 | |
| 137.188 SHARES AQR EQUITY MARKET NEUTRAL-I | 2018-01-18 | 2020-04-09 | $1,176 | $1,718 | -$542 | -$542 | |
| 726.276 SHARES AQR EQUITY MARKET NEUTRAL-I | 2018-01-18 | 2020-04-30 | $6,108 | $9,093 | -$2,985 | -$2,985 | |
| 360.512 SHARES AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2018-04-03 | 2020-04-09 | $3,079 | $3,219 | -$140 | -$140 | |
| 1116.134 SHARES AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2018-04-03 | 2020-04-30 | $9,554 | $9,967 | -$413 | -$413 | |
| 180.966 BLACKROCK EVENT DRIVEN EQ-IS | 2018-04-03 | 2020-04-09 | $1,699 | $1,634 | $65 | $65 | |
| 270.204 SHARES BLACKROCK EVENT DRIVEN EQ-IS | 2018-04-03 | 2020-10-06 | $2,616 | $2,439 | $177 | $177 | |
| 1811.911 SHARES BLACKROCK STRATEGIC INCOME OPPORTUNITES PORTFOLIO | 2017-06-29 | 2020-10-06 | $18,264 | $18,045 | $219 | $219 | |
| 270.883 SHARES DELAWARE VALUE FUND-R6 | 2018-01-18 | 2020-07-23 | $5,247 | $6,057 | -$810 | -$810 | |
| 54.976 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-01-18 | 2020-02-06 | $584 | $577 | $7 | $7 | |
| 193.889 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-01-18 | 2020-04-09 | $1,859 | $2,036 | -$177 | -$177 | |
| 291.829 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-01-18 | 2020-05-28 | $3,000 | $3,064 | -$64 | -$64 | |
| 296.555 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-01-18 | 2020-06-29 | $3,099 | $3,112 | -$13 | -$13 | |
| 320.452 SHARES EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADVANTAGE FUND | 2018-04-03 | 2020-10-06 | $3,400 | $3,342 | $58 | $58 | |
| 81.073 SHARES SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2018-04-03 | 2020-05-28 | $861 | $1,142 | -$281 | -$281 | |
| 130.411 SHARES GOTHAM NEUTRAL FUND-INST | 2018-04-03 | 2020-04-09 | $1,268 | $1,382 | -$114 | -$114 | |
| 744.525 SHARES GOTHAM NEUTRAL FUND-INST | 2018-04-03 | 2020-04-30 | $6,909 | $7,892 | -$983 | -$983 | |
| 325 SHARES ISHARES TR RUSSELL MIDCAP INDEX FD | 2017-06-29 | 2020-07-23 | $18,359 | $15,973 | $2,386 | $2,386 | |
| 140 SHARES ISHARES CORE MSCI EAFE ETF ETF | 2018-01-18 | 2020-10-06 | $8,548 | $9,675 | -$1,127 | -$1,127 | |
| 667.188 SHARES LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO | 2018-01-18 | 2020-10-06 | $9,394 | $10,622 | -$1,228 | -$1,228 | |
| 4.86 SHARES BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2018-04-03 | 2020-02-06 | $52 | $50 | $2 | $2 | |
| 5.864 SHARES BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2018-04-03 | 2020-04-09 | $51 | $61 | -$10 | -$10 | |
| 633.649 SHARES BRANDYWINE GLOBAL ALTERNATIVE CREDIT FUND CLASS I | 2018-04-03 | 2020-04-30 | $5,601 | $6,565 | -$964 | -$964 | |
| 193.737 SHARES PRINCIPAL MIDCAP FUND-R6 | 2018-01-18 | 2020-07-23 | $5,981 | $5,445 | $536 | $536 | |
| 227.882 SHARES PGIM HIGH YIELD FUND CLASS R6 | 2018-01-18 | 2020-10-06 | $1,215 | $1,266 | -$51 | -$51 | |
| 619.157 SHARES T ROWE PRICE INSTITUTIONAL FLOATING RATE FUND | 2018-04-26 | 2020-10-06 | $5,876 | $6,196 | -$320 | -$320 | |
| 533.583 SHARES TCW EMERGING MARKETS INCOME FUND CLASS I | 2018-01-18 | 2020-10-06 | $4,275 | $4,594 | -$319 | -$319 | |
| 2068.547 SHARES VANGUARD TOTL BD MKT IDX-ADM | 2018-01-19 | 2020-04-17 | $23,809 | $21,989 | $1,820 | $1,820 | |
| 150 SHARES VANGUARD REAL ESTATE ETF | 2017-06-29 | 2020-04-30 | $11,326 | $11,735 | -$409 | -$409 | |
| 30 SHARE VANGUARD GROWTH ETF | 2018-01-18 | 2020-06-29 | $5,916 | $4,446 | $1,470 | $1,470 | |
| 30 SHARE VANGUARD GROWTH ETF | 2018-01-18 | 2020-07-23 | $6,467 | $4,446 | $2,021 | $2,021 | |
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,961 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,111 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $208 | SubtotalAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $792 | OverpaymentAmt |
| Applied To ES Tax | $792 | AppliedToESTaxAmt |
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 | JAMES CROCKARD | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 SOUTHPOINTE BLVD SUITE 430 | AddressLine1Txt |
| City | CANONSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES E CROCKARD III | ||||||||
| 375 SOUTHPOINTE BLVD | CANONSBURG | PA | 15317 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| MELANIE A CROCKARD | ||||||||
| 375 SOUTHPOINTE BLVD | CANONSBURG | PA | 15317 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| 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 | $597,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,593 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $608,860 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $608,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $599,727 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $29,778 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,778 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,844 | 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 | $104,844 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,778 | 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 | $43,751 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,798 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $316,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $29,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,066 | RemainingDistriFromCorpusAmt |
| Total Corpus | $391,566 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $43,751 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $347,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,779 | ExcessFromYear4Amt |
| Excess From Year3 | $51,494 | ExcessFromYear3Amt |
| Excess From Year2 | $67,678 | ExcessFromYear2Amt |
| Excess From Year1 | $102,798 | ExcessFromYear1Amt |
| Excess From Current Year | $75,066 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARF | ||||||||
| PO BOX 1611 | PITTSBURGH | PA | 152301611 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $328 | |
| PITTSBURGH ZOO & PPG AQUARIUM | ||||||||
| PITTSBURGH ZOO PPG AQUARIUM | PITTSBURGH | PA | 15206 | N/A | PC | SPECIAL GRANT - EMERGENCY OPERATING FUND | $1,000 | |
| GUARDIAN ANGEL MEDICAL SERVICE DOGS | ||||||||
| 3251 NE 180th Ave | WILLISTON | FL | 32696 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $331 | |
| HUMANE ANIMAL RESCUE | ||||||||
| 6926 HAMILTON AVENUE | PITTSBURGH | PA | 15208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $5,000 | |
| SENIOR HEARTS RESCUE & RENEWAL | ||||||||
| PO BOX 187 | BRADFORD WOODS | PA | 15015 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,000 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $1,600 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | ORCHESTRA ENDOWMENT - 3 OF 5 | $25,000 | |
| PITTSBURGH OPERA | ||||||||
| 2425 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | GALAXY SOCIETY - UNRESTRICTED | $3,500 | |
| PITTSBURGH CULTURAL TRUST | ||||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $2,500 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | UNRESTRICTED BOARD GIFT - 3 OF 5 | $5,000 | |
| TKE FOUNDATION | ||||||||
| 7439 WOODLAND AVENUE | INDIANAPOLIS | IN | 46278 | N/A | PC | TKE LEADERSHIP ACADEMY - 3 OF 5 YEAR PLEDGE | $10,000 | |
| TKE FOUNDATION | ||||||||
| 7439 WOODLAND AVENUE | INDIANAPOLIS | IN | 46278 | N/A | PC | UNRESTRICTED - 3 OF 5 YEAR PLEDGE | $10,000 | |
| HUMANE ANIMAL RESCUE | ||||||||
| 6926 HAMILTON AVENUE | PITTSBURGH | PA | 15208 | N/A | PC | FUND-A-NEED EMERGENCY PET MEDICAL CARE | $5,000 | |
| PITTSBURGH PARKS CONSERVANCY | ||||||||
| 45 SOUTH 23RD STREET | PITTSBURGH | PA | 152032120 | N/A | PC | PICNIC IN YOUR PARK PROGRAM | $1,000 | SUITE 101 |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| PENN LIBERTY PLAZA ONE 1250 PENN AV | PITTSBURGH | PA | 15230 | N/A | PC | ANNUAL - UNITED WAY OF ALLEGHENY COUNTY | $10,000 | 1250 PENN AVENUE |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| PENN LIBERTY PLAZA ONE | PITTSBURGH | PA | 15230 | N/A | PC | ANNUAL - UNITED WAY OF GREENE COUNTY | $10,000 | 1250 PENN AVENUE |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| PENN LIBERTY PLAZA ONE | PITTSBURGH | PA | 15230 | N/A | PC | ANNUAL - UNITED WAY OF FAYETTE COUNTY | $5,000 | 1250 PENN AVENUE |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| PENN LIBERTY PLAZA ONE | PITTSBURGH | PA | 15230 | N/A | PC | ANNUAL - UNITED WAY OF WASHINGTON COUNTY | $5,000 | 1250 PENN AVENUE |
| SOJOURNER HOUSE | ||||||||
| 5460 PENN AVENUE | PITTSBURGH | PA | 15206 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $346 | |
| WESTERN PENNSYLVANIA DIAPER BANK | ||||||||
| 201 N BRADDOCK AVE | PITTSBURGH | PA | 15208 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $702 | SUITE 124 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| PO BOX 99608 | PITTSBURGH | PA | 152334608 | N/A | PC | SPECIAL GRANT - EMERGENCY AID | $1,000 | |
| CITY MISSION | ||||||||
| 84 WEST WHEELING STREET | WASHINGTON | PA | 15301 | N/A | PC | CONTRIBUTION TO THE GENERAL FUND | $687 | |
| BEST OF THE BATCH FOUNDATION | ||||||||
| 2000 WEST STREET | MUNHALL | PA | 15120 | N/A | PC | UNRESTRICTED ANNUAL SUPPORT | $250 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| PO BOX 4002036 | DES MOINES | IA | 503402036 | N/A | PC | UNRESTRICTED ANNUAL SUPPPORT | $100 | |
| PITTSBURGH BALLET THEATRE | ||||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | N/A | PC | FIRESIDE NUTCRACKER PROGRAM | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,844 | 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 | $12,835 | 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 | $2,111 | 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 | $14,946 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,946 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PNC ASSET MGMT | StockNm |
| EOY Book Value | $473,915 | EOYBookValueAmt |
| EOYFMV | $539,446 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & ACCTG FEES | CategoryTxt |
| Legal Fees | $395 | LegalFeesAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| INVESTMENT FEES | $4,737 |
| POSTAGE | $17 |
| OFFICE SUPPLIES | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX | $209 |
| EXCISE TAX | $477 |