RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349101591
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:50:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251502921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROSCH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 HOLIDAY DR STE 105 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152202846 | 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 | 256619892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O C ANDREW RUSSELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 4125621700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 GLEN ABBY COURT | AddressLine1Txt |
| City | PRESTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA K RUSSELL | PersonNm |
| Person Title | TRUSTEE/MGR | PersonTitleTxt |
| Phone | 4125621700 | PhoneNum |
| Signature | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN MILTON | PreparerPersonNm |
| PTIN | P01224971 | PTIN |
| Phone | 4124584900 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.199.172.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:50:53 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 06F84C820100A92986BDB2A7262FE924C8588624 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 06F84C820100A92986BDB2A7262FE924C8588624 | 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 | $473,767 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $209,636 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,265 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $226,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,308 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,057 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,864 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $226,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $226,309 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $235,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,485 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,485 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $286,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,324 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $41,600 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $25,000 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $41,600 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $41,600 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $386,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $400,843 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $400,843 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,578 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,337 | LandBOYAmt |
| Land EOY | $9,472 | LandEOYAmt |
| Total Assets BOY | $493,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $483,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $473,767 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,817 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,817 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,817 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $394,219 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $390,997 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $76,414 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $69,425 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $470,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $460,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $493,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $483,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $470,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,750 | OtherIncreasesAmt |
| Subtotal | $460,422 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $460,422 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $73,533 | GrossSalesPriceAmt |
| Cost Or Other Basis | $67,805 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,728 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,728 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,265 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,728 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $94,386 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $480,638 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.196376 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $486,148 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $438,067 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,362 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $449,537 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.098684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,728 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $496,564 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.168615 | DistributionYr5Rt |
| Total Distribution | 0.628308 | TotalDistributionRt |
| Average Distribution | 0.125662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $442,730 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,735 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,802 | 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 | $101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $101 | SubtotalAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $110 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $110 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9 | OverpaymentAmt |
| Applied To ES Tax | $9 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ANDYRUSSELL.ORG | WebsiteAddressTxt |
| Individual With Books | CYNTHIA K RUSSELL | IndividualWithBooksNm |
| Phone | 4125621700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 GLEN ABBEY COURT | AddressLine1Txt |
| City | PRESTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15142 | 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| C ANDREW RUSSELL | ||||||||
| 600 RIVER AVENUE 3RD FLOOR | PITTSBURGH | PA | 15212 | TRUSTEE/MGR | 000.00 | $0 | $0 | $0 |
| ANDREW K RUSSELL | ||||||||
| 3737 SW CASCADE TERRACE | PORTLAND | OR | 97205 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| AMY R ZEMPER | ||||||||
| 7676 GLANMORE COURT | DUBLIN | OH | 43017 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CYNTHIA K RUSSELL | ||||||||
| 230 GLEN ABBEY COURT | PRESTO | PA | 15142 | TRUSTEE/MGR | 1.00 | $0 | $0 | $0 |
| FRITZ HEINEMANN | ||||||||
| 1000 BUFFALO ROAD | LEWISBURG | PA | 17837 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $406,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $449,472 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $449,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $442,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $22,036 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,036 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,802 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $277,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $101 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $277,701 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,036 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $59,104 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,937 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,856 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,514 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,802 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $255,766 | RemainingDistriFromCorpusAmt |
| Total Corpus | $437,625 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $59,104 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $378,521 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,937 | ExcessFromYear4Amt |
| Excess From Year3 | $12,856 | ExcessFromYear3Amt |
| Excess From Year2 | $17,514 | ExcessFromYear2Amt |
| Excess From Year1 | $70,448 | ExcessFromYear1Amt |
| Excess From Current Year | $255,766 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CINDY RUSSELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 GLEN ABBY COURT | AddressLine1Txt |
| City | PRESTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4125621700 | RecipientPhoneNum |
| Recipient Email Address | RUSSELL@LIBERTYTIRE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $26,000 |
| SEWICKLEY HEIGHTS HISTORY CENTER | |||||||
| 1901 GLEN MITCHELL RD | SEWICKLEY | PA | 15143 | NONE | CHARITY | DONATION | $500 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $3,000 |
| SAM & TAMARA DAVIS FAMILY SCHOLAR | |||||||
| P O BOX 59151 | PITTSBURGH | PA | 15210 | NONE | CHARITY | DONATION | $250 |
| SHERWOOD FOREST | |||||||
| 2708 SUTTON BLVD | ST LOUIS | MO | 63143 | NONE | CHARITY | DONATION | $250 |
| MEL BLOUNT YOUTH FOUNDATION | |||||||
| 6 MEL BLOUNT DRIVE | CLAYSVILLE | PA | 15323 | NONE | CHARITY | DONATION | $300 |
| ROARING FORK CONSERVANCY | |||||||
| 22800 2 RIVERS ROAD | BASALT | CO | 81621 | NONE | CHARITY | DONATION | $500 |
| YOUTH ENTITY | |||||||
| P O BOX 1989 | CARBONDALE | CO | 81623 | NONE | CHARITY | DONATION | $150 |
| GREENER PARTNERS | |||||||
| 2950 POTSHOP ROAD | WORCESTER | PA | 19490 | NONE | CHARITY | DONATION | $1,000 |
| GEORGIA BARONE FOUNDATION | |||||||
| 11 WELLINGTON WOODS DRIVE | PITTSURGH | PA | 15229 | NONE | CHARITY | DONATION | $10,000 |
| PARALYZED VETS OF AMERICA | |||||||
| 801 18TH STREET | WASHINGTON | DC | 20006 | NONE | CHARITY | DONATION | $35 |
| SUSQUEHANNA COMMUNITY FOUNDATION | |||||||
| 725 WEST FRONT STREET | BERWICK | PA | 18603 | NONE | CHARITY | DONATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,485 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,026 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,265 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,308 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,308 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 4 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 8 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MISC CONTRIBUTORS 5000 | ||||||
| 1 | VARIOUS | PITTSBURGH | PA | 15222 | $62,285 | Yes (X) |
| CONAGRA BRANDS FOUNDATION | ||||||
| 7 | ELEVEN CONAGRA DRIVE | OMAHA | NE | 68102 | $9,000 | Yes (X) |
| PLAYWORLD SYSTEMS INC | ||||||
| 2 | 1000 BUFFALO ROAD | LEWISBURG | PA | 17837 | $43,351 | Yes (X) |
| PENN TWP SUPERVISORS | ||||||
| 8 | 228 CLIFFORD ROAD | SELINSGROVE | PA | 17870 | $10,000 | Yes (X) |
| EAST SNYDER REG RECREATION ASSOC | ||||||
| 3 | 228 CLIFFORD ROAD | SELINSGROVE | PA | 17870 | $35,000 | Yes (X) |
| GEISINGER MEDICAL CENTER | ||||||
| 9 | 100 N ACADEMY AVE | DANVILLE | PA | 17822 | $30,000 | Yes (X) |
| AUBREY ALEXANDER TOYOTA | ||||||
| 4 | 1324 SUSQUEHANNA TRAIL | SELINSGROVE | PA | 17870 | $5,000 | Yes (X) |
| MI CHARITABLE FOUNDATION | ||||||
| 5 | 650 W MARKET ST | GRATZ | PA | 17030 | $10,000 | Yes (X) |
| CENTRAL SUSQUEHANNA COMMUNITY FD | ||||||
| 6 | 725 WEST FRONT STREET | BERWICK | PA | 18603 | $5,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COPIER | 2017-10-24 | $7,500 | $1,250 | S/L | 7.0000 | $1,071 |
| OFFCE FURNITURE | 2018-06-11 | $5,550 | $463 | S/L | 7.0000 | $793 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SOUND POINT FLTG RT | $14,036 | $14,036 |
| DFA INVESTMENT GRADE | $15,528 | $15,528 |
| DFA WORLD EX US GOVT | $7,922 | $7,922 |
| DFA GLOBAL REAL ESTATE SECURITIES | $13,286 | $13,286 |
| DFA US SMALL CAP PORT | $15,004 | $15,004 |
| FPA NEW INCOME | $18,122 | $18,122 |
| FIRST TRUST NORTH AMERICAN ENERGY | $22,813 | $22,813 |
| FIRST TRUST PREFERRED SEC INCOME ETF | $16,116 | $16,116 |
| INVESCO QQQ TRUST | $19,012 | $19,012 |
| INVESCO S&P MIDCAP LOW VOLATILITY EF | $20,986 | $20,986 |
| ISHARE EDGE MSCI MIN VOL | $19,753 | $19,753 |
| ISHARES CORE HIGH DIVIDEND ETF | $15,593 | $15,593 |
| ISHARES EDGE MSCI MIN VOL USA ETF | $18,827 | $18,827 |
| ISHARES MBS ETF | $19,667 | $19,667 |
| ISHARES SHORT TERM CORPORATE BOND ET | $20,755 | $20,755 |
| ISHARES TIPS BOND ETF | $8,173 | $8,173 |
| ISHR EDG MSCI MIN VOL EMG MKT ETF | $10,676 | $10,676 |
| SPDR PORTFOLIO SHORT TERM TREASURY | $25,736 | $25,736 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $21,423 | $21,423 |
| VANGUARD FTSE EMERGING MARKETS | $11,873 | $11,873 |
| VANGUARD GROWTH | $18,852 | $18,852 |
| VANGUARD MID CAP | $26,310 | $26,310 |
| VANGUARD VALUE | $20,380 | $20,380 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $13,050 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,578 | AccumulatedDepreciationAmt |
| Book Value | $9,472 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | $834 | $834 |
| PROMOTIONAL MATERIALS | $4,490 | $4,490 |
| PLAYGROUND PROJECT | $216,625 | $216,625 |
| RECEPTIONS | $4,360 | $4,360 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED APPREC IN INVESTMENTS | Desc |
| Amt | $49,750 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL AND ACCOUNTING | $12,000 | $3,000 | $9,000 |
| INVESTMENT ADVISOR FEES | $4,057 | $4,057 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PLAYWORLD SYSTEMS INC | |||
| 1000 BUFFALO ROAD | LEWISBURG | PA | 17837 |
| EAST SNYDER REG RECREATION ASSOC | |||
| 228 CLIFFORD ROAD | SELINSGROVE | PA | 17870 |
| AUBREY ALEXANDER TOYOTA | |||
| 1324 SUSQUEHANNA TRAIL | SELINSGROVE | PA | 17870 |
| MI CHARITABLE FOUNDATION | |||
| 650 W MARKET ST | GRATZ | PA | 17030 |
| CENTRAL SUSQUEHANNA COMMUNITY FD | |||
| 725 WEST FRONT STREET | BERWICK | PA | 18603 |
| CONAGRA BRANDS FOUNDATION | |||
| ELEVEN CONAGRA DRIVE | OMAHA | NE | 68102 |
| PENN TWP SUPERVISORS | |||
| 228 CIFFORD RD | SELINSGROVE | PA | 17870 |
| GEISINGER | |||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES W/H ON DIVIDEND IN | $182 | $182 | |
| EXCISE TAX ON INVESTMENT INCOME | $8 | $8 |