LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST (EIN 22-6912465)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202001749349100720
- Schema version
- 2019v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T17:06:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H MORROW | PreparerPersonNm |
| PTIN | P00451781 | PTIN |
| Phone | 4122618913 | PhoneNum |
| Preparation | 2020-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,741,810 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $101,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $784,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,620 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $175,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,625 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,584 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,584 | 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 | $57,045 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,045 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $930 | 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 | $615 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $92,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,066 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $172,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,807 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,807 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,928,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,609,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,678,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $663,665 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $692,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $698,403 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,764,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,667,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,741,810 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,764,032 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,667,233 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,764,032 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,667,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,764,032 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,667,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,764,032 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,667,233 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,667,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40000. AMERICAN HONDA FIN 2.25% DUE 08/15/2019 | 2015-04-17 | 2019-08-15 | $40,000 | $40,000 | |||
| 50000. BANK OF NY MELLON 5.45% DUE 05/15/2019 | 2014-03-26 | 2019-05-15 | $50,000 | $49,954 | $46 | $46 | |
| 300. CHEVRON CORP NEW COM | 2014-09-10 | 2019-12-20 | $35,588 | $37,017 | -$1,429 | -$1,429 | |
| 100. CHEVRON CORP NEW COM | 2014-09-25 | 2019-12-20 | $11,863 | $12,130 | -$267 | -$267 | |
| .01 CORTEVA INC COM | 2014-07-09 | 2019-06-12 | |||||
| 149.56 CORTEVA INC COM | 2014-07-09 | 2019-12-20 | $4,189 | $3,903 | $286 | $286 | |
| 149.57 CORTEVA INC COM | 2014-07-31 | 2019-12-20 | $4,189 | $3,864 | $325 | $325 | |
| 128.2 CORTEVA INC COM | 2015-06-24 | 2019-12-20 | $3,590 | $3,430 | $160 | $160 | |
| 72.67 CORTEVA INC COM | 2018-03-19 | 2019-12-20 | $2,035 | $2,612 | -$577 | -$577 | |
| .01 DOW INC COM | 2014-07-09 | 2019-04-16 | $1 | $1 | $1 | ||
| .01 DUPONT DE NEMOURS INC COM | 2014-07-09 | 2019-06-12 | $1 | $1 | |||
| 149.56 DUPONT DE NEMOURS INC COM | 2014-07-09 | 2019-12-20 | $9,590 | $10,759 | -$1,169 | -$1,169 | |
| 149.57 DUPONT DE NEMOURS INC COM | 2014-07-31 | 2019-12-20 | $9,591 | $10,650 | -$1,059 | -$1,059 | |
| 128.2 DUPONT DE NEMOURS INC COM | 2015-06-24 | 2019-12-20 | $8,220 | $9,455 | -$1,235 | -$1,235 | |
| 72.67 DUPONT DE NEMOURS INC COM | 2018-03-19 | 2019-12-20 | $4,660 | $7,199 | -$2,539 | -$2,539 | |
| 2300. FNB CORP PA COM | 2006-05-05 | 2019-12-20 | $29,641 | $38,233 | -$8,592 | -$8,592 | |
| 40. GARRETT MOTION INC COM | 2006-10-17 | 2019-02-21 | $634 | $179 | $455 | $455 | |
| 500. GENERAL MOTORS CORPORATION | 2014-03-25 | 2019-12-20 | $18,646 | $17,221 | $1,425 | $1,425 | |
| 500. GENERAL MOTORS CORPORATION | 2014-04-15 | 2019-12-20 | $18,646 | $16,497 | $2,149 | $2,149 | |
| 500. GENERAL MOTORS CORPORATION | 2014-10-09 | 2019-12-20 | $18,646 | $15,572 | $3,074 | $3,074 | |
| 500. GENERAL MOTORS CORPORATION | 2015-04-23 | 2019-12-20 | $18,646 | $17,961 | $685 | $685 | |
| 30000. JPMORGAN CHASE & CO 2.20% DU E 10/22/2019 | 2016-03-01 | 2019-10-22 | $30,000 | $30,000 | |||
| 50. MICROSOFT CORP COM | 2008-06-11 | 2019-03-04 | $5,564 | $1,368 | $4,196 | $4,196 | |
| 100. MICROSOFT CORP COM | 2008-06-11 | 2019-04-25 | $12,952 | $2,737 | $10,215 | $10,215 | |
| 50. MICROSOFT CORP COM | 2008-06-11 | 2019-07-10 | $6,884 | $1,368 | $5,516 | $5,516 | |
| 50000. MICROSOFT CORP 4.20% DUE 06 /01/2019 | 2014-04-01 | 2019-06-01 | $50,000 | $49,997 | $3 | $3 | |
| 500. NESTLE S A SPONSORED ADR | 2018-03-01 | 2019-08-15 | $54,380 | $39,182 | $15,198 | $15,198 | |
| 1500. NETSCOUT SYS INC COM | 2019-02-07 | 2019-07-26 | $39,378 | $39,987 | -$609 | -$609 | |
| 30000. ORACLE CORPORATION 2.375% DUE 01/15/2019 | 2016-05-20 | 2019-01-15 | $30,000 | $30,000 | |||
| 66. RESIDEO TECHNOLOGIES INC COM | 2006-10-17 | 2019-02-21 | $1,661 | $500 | $1,161 | $1,161 | |
| 30000. SHELL INTERNATIONAL FIN 4.30 % DUE 09/22/2019 | 2014-03-26 | 2019-09-22 | $30,000 | $29,989 | $11 | $11 | |
| 800. TITAN INTL INC ILL COM | 2014-05-23 | 2019-09-30 | $2,202 | $12,635 | -$10,433 | -$10,433 | |
| 1200. TITAN INTL INC ILL COM | 2014-05-30 | 2019-09-30 | $3,302 | $19,006 | -$15,704 | -$15,704 | |
| 1000. TITAN INTL INC ILL COM | 2014-10-27 | 2019-09-30 | $2,752 | $9,414 | -$6,662 | -$6,662 | |
| 2000. TITAN INTL INC ILL COM | 2018-08-08 | 2019-09-30 | $5,504 | $14,219 | -$8,715 | -$8,715 | |
| 2500. WENDYS CO COM | 2018-05-02 | 2019-08-08 | $49,809 | $41,652 | $8,157 | $8,157 | |
| 350. XILINX INC | 2014-05-21 | 2019-01-24 | $34,328 | $15,999 | $18,329 | $18,329 | |
| 175. XILINX INC | 2014-05-21 | 2019-02-25 | $21,758 | $7,999 | $13,759 | $13,759 | |
| 1800. JOHNSON CTLS INTL PLC SHS | 2017-08-16 | 2019-06-06 | $70,650 | $67,538 | $3,112 | $3,112 | |
| CAPITAL GAIN DIVIDENDS | $45,347 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,609 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,603,216 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,569,747 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046782 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,113 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,382,349 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051773 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,486,013 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $169,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,663,968 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046261 | DistributionYr5Rt |
| Total Distribution | 0.243612 | TotalDistributionRt |
| Average Distribution | 0.048722 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,584,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,621 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $179,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,922 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,922 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,071 | OverpaymentAmt |
| Applied To ES Tax | $1,071 | 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 | $32,584 | 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 | $3,407,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,638,603 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,638,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,579 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,584,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $851 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $851 | TotalTaxAmt |
| Distributable Before Adj | $178,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $178,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $178,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,500 | 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 | $179,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $851 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $178,649 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $176,906 | 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 | $179,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $176,906 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,594 | 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 | $175,756 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HER STAR SCHOLARS | |||||||
| 8783 GH TAYLOR MEMORIAL DRIVE | HAMMONDSPORT | NY | 14840 | NONE | 501 (C) (3) | GENERAL | $2,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 200 SOUTH CRAIG STREET | PITTSBURGH | PA | 15260 | NONE | 501 (C) (3) | GENERAL | $12,500 |
| HUMANE ANIMAL RESCUE | |||||||
| 1101 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | 501 (C) (3) | GENERAL | $10,000 |
| LIGHT OF LIFE MISSION | |||||||
| 913 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | 501 (C) (3) | GENERAL | $5,000 |
| AUTISM CONNECTION OF PA | |||||||
| 35 WILSON STREET | PITTSBURGH | PA | 15223 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| GREENTREE VOLUNTEER FIRE DEPARTMENT | |||||||
| 825 POPLAR STREET | PITTSBURGH | PA | 152202827 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| THE SALVATION ARMY | |||||||
| 700 N BELL AVENUE BOX 742 | CARNEGIE | PA | 15105 | NONE | 501 (C) (3) | 2019 KETTLE CHALLENGE | $6,000 |
| ROTARY CLUB OF GREENTREE | |||||||
| PO BOX 12639 | PITTSBURGH | PA | 15241 | NONE | 501 (C) (3) | GENERAL | $7,000 |
| UNITY PRESBYTERIAN CHURCH | |||||||
| 1146 GREENTREE ROAD | PITTSBURGH | PA | 15216 | NONE | 501 (C) (3) | GENERAL | $30,000 |
| GOODWILL OF SOUTHWESTERN PA | |||||||
| 118 52ND STREET | PITTSBURGH | PA | 15201 | NONE | 501 (C) (3) | GENERAL | $10,000 |
| FOUNDATION FOR IUP | |||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15705 | NONE | 501 (C) (3) | GENERAL | $30,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 320 BILMAR DRIVE | PITTSBURGH | PA | 15205 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| NATIONAL MS SOCIETY | |||||||
| 5007 GROVE CT | JEFFERSON HILLS | PA | 15205 | NONE | 501 (C) (3) | GENERAL | $2,000 |
| GLOBAL LINKS | |||||||
| 1023 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | 501 (C) (3) | GENERAL | $5,000 |
| FOSTERCAT INC | |||||||
| PO BOX 23414 | PITTSBURGH | PA | 152226414 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 555 AZALEA LANE | BRIDGEVILLE | PA | 15017 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| CIRCUS SAINTS & SINNERS | |||||||
| 221 SILVER OAK DRIVE | PITTSBURGH | PA | 15220 | NONE | 501 (C) (3) | GENERAL | $2,000 |
| KING SCHOOL | |||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | NONE | 501 (C) (3) | GENERAL | $10,000 |
| HONDURAS HOPE MISSION | |||||||
| PO BOX 463 | MARS | PA | 16046 | NONE | 501 (C) (3) | GENERAL | $2,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501 (C) (3) | GENERAL | $4,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 301 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| WOMEN INVESTING IN SECURITY & EDUCATION | |||||||
| 501 FRENCH STREET | SANTA ANA | CA | 92701 | NONE | 501 (C) (3) | GENERAL | $2,000 |
| NORTHSIDE COMMON MINISTRIES | |||||||
| 1601 BRIGHTON ROAD | PITTSBURGH | PA | 15212 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| FLIGHT 93 NATIONAL MEMORIAL FUND | |||||||
| PO BOX 911 | SHANKSVILLE | PA | 15560 | NONE | 501 (C) (3) | GENERAL | $1,000 |
| CRAFTON HEIGHTS PRESBYTERIAN CHURCH | |||||||
| 50 STRATMORE AVENUE | PITTSBURGH | PA | 15205 | NONE | 501 (C) (3) | GENERAL | $30,000 |
| NASH EDUCATION | |||||||
| 63 STANCEY ROAD | PITTSBURGH | PA | 15220 | NONE | 501 (C) (3) | GENERAL | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,500 | 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 | $101,005 | 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 | $74,620 | 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 | $175,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,625 | 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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $615 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $57,045 | Amt |
| Net Investment Income | $57,045 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $930 | $930 | $0 |
| FEDERAL EXCISE TAX | $1,750 | $0 | $0 |