THE FRANK E RATH SPANG AND COMPANY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANK E RATH SPANG AND COMPANY CHARITABLE TRUST (EIN 25-6020192)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-17
- IRS object ID
- 202012619349100401
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-17T08:32:34-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 339 SIXTH AVE 8TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 256020192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK E RATH SPANG & COMPANY | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LYNNE ELLIS | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 4129639363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SPANG COMPANY PO BOX 11422 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152380422 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK RATH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122812501 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4122812501 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.13.39.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 25508820202615000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A1EEB64FDF6F48C4FCD3E72704208A60224B91BD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A1EEB64FDF6F48C4FCD3E72704208A60224B91BD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,989,595 | 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 | $51,351 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,045 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,305 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,072 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,401,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $247,834 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,846 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $357,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,507 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,503 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,464 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,467 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,905 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $263,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,586 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $350,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $59,021 | CashBOYAmt |
| Cash EOY | $52,996 | CashEOYAmt |
| Cash EOYFMV | $52,996 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,964,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,964,760 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $1,782,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,743,282 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $893,119 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $898,785 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,883,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $329,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $329,772 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,942,867 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,023,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,989,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,277,797 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,277,797 | CapitalStockEOYAmt |
| Retained Earning BOY | -$3,334,930 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,254,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,942,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,023,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,942,867 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,023,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,942,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,586 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,748 | OtherIncreasesAmt |
| Subtotal | $5,023,201 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,023,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| FIDELITY- PUBLICLY TRADED SECURITIES | $5,299,686 | $5,153,181 | $146,505 | $146,505 | |
| CAPITAL GAIN DIVIDENDS | $101,329 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $247,834 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $225,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,013,636 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044937 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $269,738 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,203,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051841 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $271,780 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,462,011 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049758 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $310,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,716,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,977,897 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043477 | DistributionYr5Rt |
| Total Distribution | 0.244291 | TotalDistributionRt |
| Average Distribution | 0.048858 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,932,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $240,972 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,510 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $256,372 | 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 | $3,510 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,510 | SubtotalAmt |
| Tax Based On Investment Income | $3,510 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,970 | OverpaymentAmt |
| Applied To ES Tax | $2,970 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNNE ELLIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129639363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 DELTA DRIVE PO BOX 11422 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152380422 | 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK E RATH JR | ||||||||
| 110 DELTA DRIVE | PITTSBURGH | PA | 15238 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DAVID F RATH | ||||||||
| 110 DELTA DRIVE | PITTSBURGH | PA | 15238 | TRUSTEE | 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 | $3,458,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,548,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,007,206 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,007,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,932,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,510 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,510 | TotalTaxAmt |
| Distributable Before Adj | $243,095 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,095 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,372 | 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 | $256,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,510 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $252,862 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $7,102 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $10,141 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $17,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $256,372 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $243,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,277 | RemainingDistriFromCorpusAmt |
| Total Corpus | $30,520 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $30,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,102 | ExcessFromYear4Amt |
| Excess From Year2 | $10,141 | ExcessFromYear2Amt |
| Excess From Current Year | $13,277 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNNE ELLIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 11422 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152380422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129639363 | RecipientPhoneNum |
| Form And Info And Materials | NAME, ADDRESS, PURPOSE OF ORGANIZATION, COPY OF DETERMINATION LETTER AND AMOUNT REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 90 DAYS BEFORE THE END OF EACH CALENDAR QUARTER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| Carnegie Museums of Pittsburgh | |||||||
| 4400 Forbes Avenue | Pittsburgh | PA | 152134007 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $600 |
| Carnegie Library of Pittsburgh | |||||||
| 4400 Forbes Avenue | Pittsburgh | PA | 152134007 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $500 |
| Sandy Lake Fire And Rescue Department | |||||||
| PO Box 684 | Sandy Lake | PA | 16145 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $1,000 |
| John Hopkins Medicine | |||||||
| 600 N Wolfe Street Marburg 135 | Baltimore | MD | 21287 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $25,000 |
| The Pittsburgh Symphony Society | |||||||
| 600 Penn Avenue | Pittsburgh | PA | 152223259 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| The Carnegie | |||||||
| 4400 Forbes Avenue | Pittsburgh | PA | 152134080 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| Pittsburgh Zoo | |||||||
| PO Box 742 | Pittsburgh | PA | 152061178 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| Phipps Conservatory | |||||||
| One Schenley Park | Pittsburgh | PA | 152133830 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,250 |
| Pittsburgh Civic Light Opera | |||||||
| 719 Liberty Avenue | Pittsburgh | PA | 15222 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| Pittsburgh Opera | |||||||
| 2425 Liberty Avenue | Pittsburgh | PA | 15222 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $5,000 |
| Pittsburgh Public Theater | |||||||
| 621 Penn Avenue | Pittsburgh | PA | 152223204 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $2,500 |
| The Pittsburgh Cultural Trust | |||||||
| 803 Liberty Avenue | Pittsburgh | PA | 152223703 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| Parkview Emergency Medical Services | |||||||
| 200 S Margery Drive | Pittsburgh | PA | 15238 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $1,000 |
| Parkview Volunteer Fire Department | |||||||
| 726 Midway Drive | Pittsburgh | PA | 15215 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $1,000 |
| Children's Hospital of Pittsburgh Foundation | |||||||
| 4401 Penn Avenue | Pittsburgh | PA | 15224 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $5,000 |
| The Eye & Ear Foundation Of Pittsburgh | |||||||
| 203 Lothrop Street | Pittsburgh | PA | 15213 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| Shadyside Hospital Foundation | |||||||
| 532 South Aiken Avenue Suite 302 | Pittsburgh | PA | 152321521 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $25,000 |
| The West Penn Hospital Foundation | |||||||
| 4818 Liberty Avenue | Pittsburgh | PA | 15224 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $5,000 |
| UPMC | |||||||
| 3600 Forbes Ave at Meyran Ave | Pittsburgh | PA | 15213 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $50,000 |
| The Salvation Army | |||||||
| 700 North Bell Avenue | Carnegie | PA | 15106 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $25,000 |
| Shriners Hospitals For Children | |||||||
| 3551 N Broad Street | Philadelphia | PA | 19140 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $25,000 |
| Wounded Warrior Project | |||||||
| PO Box 758517 | Topeka | KS | 66675 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $10,000 |
| Community Care Connections Inc | |||||||
| 114 Skyline Drive | Butler | PA | 16001 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $2,000 |
| The Gathering Place | |||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $25 |
| The Leukemia & Lymphoma Society | |||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | NONE | PC | UNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,905 | 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 | $51,351 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,423 | 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 | $252,072 | 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 | $340,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $340,846 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US BANK (SEE ATTACHED) | BondNm |
| EOY Book Value | $893,119 | EOYBookValueAmt |
| EOYFMV | $898,785 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US BANK (SEE ATTACHED) | StockNm |
| EOY Book Value | $1,782,554 | EOYBookValueAmt |
| EOYFMV | $1,743,282 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS MONEY | AT COST | $329,772 | $329,772 |
| MARKET TREASURY ONLY- CLASS I | FMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTUIT EXPENSES | Desc |
| Revenue And Expenses Per Books | $217 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $217 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,748 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,135 | Amt |
| Net Investment Income | $2,507 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $2,503 | |
| FOREIGN TAXES | $1,464 |