GLENLAUREL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GLENLAUREL FOUNDATION (EIN 47-2158353)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202021089349100512
- Schema version
- 2019v5.1
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T14:06:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 472158353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glenlaurel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GLEN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN MCKNIGHT | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,486,908 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,288 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,288 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $313,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,881 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,026 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,715 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $122 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,547 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,545 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,384 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,539 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,539 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,185,753 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,185,488 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,444,369 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,246,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,228,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,486,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,246,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,228,027 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,246,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,228,027 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,246,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,228,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,246,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,358 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,228,027 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,228,027 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $313,837 | GrossSalesPriceAmt |
| Cost Or Other Basis | $291,956 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,881 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,881 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,881 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,361 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,384,811 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047921 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,272 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,351,347 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046081 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,242,829 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018877 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,146,932 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010657 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $310,178 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 0.123536 | TotalDistributionRt |
| Average Distribution | 0.024707 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,379,698 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,088 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,580 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,545 | 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 | $492 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $492 | SubtotalAmt |
| Tax Based On Investment Income | $492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,376 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,376 | TotalPaymentsAndCreditsAmt |
| Overpayment | $884 | OverpaymentAmt |
| Applied To ES Tax | $884 | 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 | DE | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Peggy T McKnight | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Stephen H McKnight | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $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 | $1,333,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,400,709 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,400,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,379,698 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $492 | TotalTaxAmt |
| Distributable Before Adj | $68,493 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,493 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,545 | 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 | $67,545 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $492 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,053 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $66,832 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $67,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $66,832 | AppliedToYear1Amt |
| Applied To Current Year | $713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $67,780 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Peggy T McKnight | ContributingManagerNm |
| Contributing Manager | Stephen H McKnight | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASPINWALL RIVERFRONT PARK INC | |||||||
| 285 RIVER AVE | PITTSBURGH | PA | 15215 | N/A | PC | General & Unrestricted | $2,000 |
| ASPINWALL RIVERFRONT PARK INC | |||||||
| 285 RIVER AVE | PITTSBURGH | PA | 15215 | N/A | PC | Charitable Event | $2,500 |
| ASPINWALL RIVERFRONT PARK INC | |||||||
| 285 RIVER AVE | PITTSBURGH | PA | 15215 | N/A | PC | Cafe Project | $2,500 |
| CHURCH BY THE SEA | |||||||
| 9700 COLLINS AVE STE 300 | BAL HARBOUR | FL | 33154 | N/A | PC | General & Unrestricted | $2,000 |
| PITTSBURGH BALLET THEATRE INC | |||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | N/A | PC | General & Unrestricted | $5,000 |
| PITTSBURGH BALLET THEATRE INC | |||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | N/A | PC | Scholarship FUND | $9,500 |
| PITTSBURGH BALLET THEATRE INC | |||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | N/A | PC | Charitable Event | $4,000 |
| PITTSBURGH BALLET THEATRE INC | |||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | N/A | PC | Charitable Event | $500 |
| POINT PARK UNIVERSITY | |||||||
| 201 WOOD ST | PITTSBURGH | PA | 15222 | N/A | PC | General & Unrestricted | $2,500 |
| POINT PARK UNIVERSITY | |||||||
| 201 WOOD ST | PITTSBURGH | PA | 15222 | N/A | PC | Managing Director of the Center for Entertainment Management Funding | $25,000 |
| WOMENS COMMITTEE OF THE MUSEUM OF ART CARNEGIE INS | |||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | N/A | PC | Charitable Event | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,288 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,857 | 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 | $21,881 | 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 | $58,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,026 | 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 (127 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $8,364 | $10,318 |
| ADOBE SYSTEMS, INC | $5,242 | $12,863 |
| ALLERGAN PLC | $3,933 | $3,059 |
| ALPHABET INC CL A | $5,321 | $10,715 |
| ALPHABET INC CL C | $8,393 | $14,707 |
| AMAZON COM | $2,823 | $7,391 |
| AMERICAN ELECTRIC POWER INC | $3,389 | $4,631 |
| AMERICAN EXPRESS CO | $7,638 | $9,461 |
| AMERICAN TOWER REIT INC | $7,068 | $16,317 |
| AMGEN INC | $10,060 | $14,464 |
| APPLE INC | $11,200 | $27,016 |
| AT&T, INC | $14,093 | $15,280 |
| AUTOZONE INC | $9,633 | $10,722 |
| AVERY DENNISON CORP | $7,299 | $7,588 |
| BANK OF AMERICA CORP | $6,565 | $11,799 |
| BERKSHIRE HATHAWAY INC. CLASS | $9,612 | $15,402 |
| BEST BUY INC | $8,168 | $11,326 |
| BLACKROCK INC | $2,824 | $3,016 |
| BLACKSTONE MORTGAGE TRUST INC | $3,678 | $4,615 |
| BP PLC SPONSORED ADR | $3,587 | $3,849 |
| BRISTOL-MYERS SQUIBB CO | $15,776 | $18,230 |
| BROADCOM INC | $4,742 | $5,688 |
| CARMAX INC | $2,085 | $2,805 |
| CDW CORP | $3,063 | $12,998 |
| CHARLES SCHWAB CORP | $7,308 | $8,371 |
| CHEVRON CORP | $11,646 | $13,979 |
| CISCO SYSTEMS INC | $13,497 | $16,594 |
| CITIGROUP INC | $3,368 | $4,793 |
| CITIZENS FINANCIAL GROUP, INC | $8,734 | $10,843 |
| COMCAST CORP | $13,611 | $16,639 |
| CROWN CASTLE INTL | $2,669 | $2,701 |
| CVS CAREMARK CORP | $4,856 | $5,646 |
| D R HORTON | $7,352 | $11,658 |
| DELTA AIR LINES INC | $12,129 | $12,983 |
| DOW CHEMICAL PV | $5,966 | $6,513 |
| DUKE ENERGY CO | $3,243 | $3,375 |
| EATON CORP PLC | $9,005 | $10,514 |
| ECOLAB INC | $4,995 | $8,685 |
| EMERSON ELECTRIC CO | $3,951 | $5,491 |
| EVERSOURCE ENERGYINC | $9,274 | $9,358 |
| EXXON MOBIL CORP | $10,653 | $8,862 |
| FACEBOOK INC | $12,527 | $18,473 |
| FIDELITY NATIONAL INFORMATION | $9,913 | $10,154 |
| FIRST ENERGY CORP | $3,391 | $5,346 |
| FIRST HAWAIIAN INC | $3,264 | $2,972 |
| FIRST REPUBLIC BANK | $5,813 | $7,634 |
| FORTIVE CORPORATION | $6,662 | $8,403 |
| GENERAL MOTORS | $2,871 | $2,599 |
| GILEAD SCIENCES INC | $4,765 | $4,419 |
| HILL-ROM HOLDINGS, INC | $9,561 | $10,672 |
| HOME DEPOT INC | $8,685 | $10,264 |
| HONEYWELL INTL | $5,607 | $10,620 |
| INTEL CORP | $8,203 | $12,748 |
| INTERNATIONAL BUSINESS MACHINE | $4,273 | $4,021 |
| INTUIT | $3,409 | $10,477 |
| JOHNSON & JOHNSON | $14,398 | $18,380 |
| JOHNSON CONTROLS INTERNATIONAL | $3,238 | $4,112 |
| JP MORGAN CHASE | $10,907 | $21,746 |
| KIMBERLY CLARK CORP | $8,107 | $10,041 |
| LAM RESEARCH CORP | $9,359 | $13,743 |
| LINDE PLC COM | $3,806 | $4,897 |
| LOCKHEED MARTIN CORP | $4,391 | $7,009 |
| MAIN STREET CAPITAL CORP | $2,241 | $2,587 |
| MARATHON PETROLEUM CORP | $4,669 | $4,459 |
| MARKEL CORP | $10,043 | $12,575 |
| MASTERCARD INC | $5,069 | $10,749 |
| MCDONALD'S CORP | $2,343 | $2,767 |
| MERCK & CO INC | $12,648 | $16,007 |
| METLIFE INC | $12,499 | $14,985 |
| METROPOLITAN WEST RETURN BOND | $82,623 | $86,220 |
| METTLER-TOLEDO INTL | $2,125 | $5,553 |
| MICROCHIP TECHNOLOGY INC | $5,553 | $7,016 |
| MICROSOFT CORP | $3,674 | $12,774 |
| MONDELEZ INTERNATIONAL INC | $9,075 | $9,143 |
| MOODYS CORP | $3,717 | $8,784 |
| MORGAN STANLEY | $11,817 | $14,109 |
| MYLAN NV | $58,529 | $20,100 |
| NEXTERA ENERGY, INC | $12,765 | $15,983 |
| NORFOLK SOUTHERN CORP | $8,260 | $10,289 |
| O'REILLY AUTOMOTIVE INC | $2,524 | $4,383 |
| OLD REP INTL CORP | $4,072 | $4,720 |
| ONEOK INC | $5,553 | $6,054 |
| ORACLE CORP | $6,636 | $8,159 |
| PACKAGING CORP AMER | $5,796 | $7,615 |
| PARK HOTELS & RESORTS INC | $2,901 | $2,613 |
| PEPSICO INC | $7,730 | $10,524 |
| PFIZER INC | $5,709 | $6,347 |
| PHILIP MORRIS INTL | $5,357 | $5,020 |
| PROCTER GAMBLE CO | $4,410 | $6,245 |
| PROLOGIS | $3,506 | $7,933 |
| PRUDENTIAL FINCL INC | $2,174 | $2,437 |
| QUALCOMM INC | $5,061 | $7,588 |
| RAYTHEON CO | $8,768 | $10,767 |
| ROPER INDUSTRIES | $4,801 | $8,856 |
| ROYAL CARRIBEAN CRUISE | $8,830 | $12,550 |
| SAP AKTIENGESELL ADS | $8,683 | $8,441 |
| SENSATA TECHNOLOGIES HOLDINGS | $5,491 | $6,841 |
| STARWOOD PROPERTY TRUST INC | $9,001 | $10,168 |
| STORE CAPITAL CORPORATION | $2,965 | $2,867 |
| STRYKER CORPORATION | $5,291 | $9,867 |
| SUNCOR ENERGY INC | $3,249 | $3,805 |
| SYSCO CORP | $6,621 | $10,864 |
| T-MOBILE US INC | $8,875 | $10,116 |
| TARGET CORPORATION | $3,317 | $6,282 |
| TELEFLEX INC | $7,733 | $10,917 |
| THE COCA-COLA CO | $2,955 | $3,764 |
| THERMO FISHER SCIENTIFIC INC | $9,550 | $11,370 |
| TORONTO DOMINION | $4,282 | $4,490 |
| TRANSDIGM GRP INC | $4,077 | $8,960 |
| UNILEVER N V N Y | $5,517 | $7,412 |
| UNITED BANKSHARES, INC | $3,989 | $4,407 |
| UNITED PARCEL SERVICE | $4,792 | $5,151 |
| UNITEDHEALTH GROUP INC | $6,454 | $12,641 |
| US BANCORP | $9,093 | $11,562 |
| VALERO ENERGY CORP | $2,567 | $2,622 |
| VANGAURD HIGH-YIELD CORPORATE | $21,155 | $21,120 |
| VANGUARD GLOBAL EX-US REAL EST | $39,653 | $38,940 |
| VANGUARD SHORT-TERM CORPORATE | $86,386 | $87,365 |
| VENTAS INC | $3,321 | $3,464 |
| VERIZON COMMUNICATIONS | $4,073 | $4,666 |
| VISA INC | $11,650 | $19,730 |
| WAL-MART STORES INC | $8,093 | $9,983 |
| WALT DISNEY HOLDINGS CO | $5,125 | $5,496 |
| WASTE MANAGEMENT INC | $6,661 | $9,117 |
| WELLS FARGO & CO | $4,676 | $5,003 |
| WILMINGTON INTERNATIONAL MUTUA | $100,822 | $98,771 |
| ZEBRA TECHNOLOGIES CORP | $7,930 | $12,261 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $9,520 | $9,520 | |
| Bank Charges | $2 | $2 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,715 | Amt |
| Net Investment Income | $8,715 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Paid | CategoryTxt |
| Amt | $122 | Amt |
| Net Investment Income | $122 | NetInvestmentIncomeAmt |