HANNAH & MARVIN KAMIN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HANNAH & MARVIN KAMIN FAMILY FOUNDATION (EIN 25-6537557)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349104539
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:25:21-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 GRANT STREET SUITE 425 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 256537557 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNAH & MARVIN KAMIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | AMY R KAMIN & MARGERY G KAMIN TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HANN | BusinessNameControlTxt |
| Phone | 4126831007 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 FIFTH AVE NO 7AB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGERY KMAIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4126831007 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CELESTE SUCHKO | PreparerPersonNm |
| PTIN | P00035131 | PTIN |
| Phone | 4124856700 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 13:46:09 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 363FB6246D8E83D49C84F13E28D99B6A4F948F9E | 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 | $1,394,223 | 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 | $924,381 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,065,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,734 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,192,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $260,599 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,576 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,288 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,320 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,608 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,038 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,718 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,718 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,608 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,105,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $255,991 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,668 | CashBOYAmt |
| Cash EOY | $181,473 | CashEOYAmt |
| Cash EOYFMV | $181,473 | CashEOYFMVAmt |
| Corporate Stock BOY | $229,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $972,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,018,205 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $176,505 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $178,644 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,901 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $239,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,345,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,394,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $290,405 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,056,166 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$50,662 | RetainedEarningBOYAmt |
| Retained Earning EOY | $289,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $239,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $239,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,345,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $239,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,105,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,345,667 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,665 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,043,980 | $828,921 | $215,059 | $215,059 | |
| CAPITAL GAINS DIVIDENDS | $21,675 | $21,675 | $21,675 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,734 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $215,059 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,815 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $556,633 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $479,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036163 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $370,408 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040496 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,353 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $341,133 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047937 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,863 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $334,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059406 | DistributionYr5Rt |
| Total Distribution | 0.287868 | TotalDistributionRt |
| Average Distribution | 0.057574 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,060,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,060 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,560 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,620 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,756 | 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 | $2,560 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,560 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Tax Due | $2,565 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION TRUSTEES | IndividualWithBooksNm |
| Phone | 4126831007 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 FIFTH AVE APT 7AB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| AMY KAMIN | ||||||||
| 880 FIFTH AVE | NEW YORK | NY | 10021 | TRUSTEE | 0.05 | $0 | $0 | $0 |
| MARJORIE KAMIN | ||||||||
| 2120 N HUDSON AVENUE | CHICAGO | IL | 60614 | TRUSTEE | 0.05 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $899,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,076,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,076,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,060,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,027 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,027 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,560 | TotalTaxAmt |
| Distributable Before Adj | $50,467 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,467 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,756 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,756 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,560 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $7,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,439 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,467 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,728 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,728 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $7,439 | ExcessFromYear1Amt |
| Excess From Current Year | $31,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY KAMIN | ContributingManagerNm |
| Contributing Manager | MARJORIE KAMIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BASCOM PALMER EYE INSTITUTE | |||||||
| 900 NW 17TH ST | MIAMI | FL | 33136 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $1,000 | |
| CARIAGE HOUSE CHILDREN'S CENTER | |||||||
| 5604 SOLWAY ST | PITTSBURGH | PA | 15217 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $250 | |
| CHILDRENS MUSEUM OF PITTSBURGH | |||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $100 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 21211 STREET NW | WASHINTON DC | DC | 20052 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $2,500 | |
| JEWISH ASSOCIATION ON AGING | |||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $10,018 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | |||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 15219 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $10,000 | |
| JEWISH RESIDENTIAL SERVICES INC | |||||||
| 4905 5TH AVE STE 3 | PITTSBURGH | PA | 15213 | PC | HOWARD LEVIN CLUBHOUSE | $100 | |
| NEW YORK-PRESBYTERIAN FUND | |||||||
| 525 E 68TH ST 156 | NEW YORK | NY | 10065 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $50,000 | |
| PA SOCIETY OF PROFESSIONAL ENGINEER | |||||||
| 908 N 2ND ST | HARRISBURG | PA | 17102 | NC | TO HELP THE SOCIETY WITH DAILY BUSINESS | $100 | |
| PITTSBURGH JEWISH CHRONICLE | |||||||
| 5915 BEACON ST | PITTSBURGH | PA | 15217 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $200 | |
| RODEF SHALOM | |||||||
| 4905 FITH AVE | PITTSBURGH | PA | 15213 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $350 | |
| CUNY SCHOOL OF PROFESSIONAL STUDIES FOUNDATION | |||||||
| 119 W 31ST ST | NEW YORK | NY | 10001 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $500 | |
| THE ANTHONY M HARRISON & ROSANNE ISAY HARRISON INTERNATIONAL EDUCATION FUND | |||||||
| 3600 FORBES AVE AT MEYRAN AVE | PITTSBURGH | PA | 15213 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $100 | FORBES TOWER STE 8084 |
| THE BIRCH WATHEN LENOX SCHOOL | |||||||
| 210 E 77TH ST | NEW YORK | NY | 10075 | PC | TO FURTHER THE CHARITABLE ACTIVITIES OF THE ORGANIZATION | $3,000 | |
| UPMC | |||||||
| 600 GRANT ST 58TH FLOOR | PITTSBURGH | PA | 15219 | PC | HOSPICE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,718 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $244,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $268,237 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $268,237 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKAY ENGINEERING INC PROFIT SHARING PLAN 4-1-1989 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 880 FIFTH AVE APT 7AB | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $767,992 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2085.504 SHARES PACE GLOBAL FIXED INCOME INVESTMENTS FUND CLASS P FM VP 21489 2100 | $20,417 | 2019-05-10 |
| 1 | 2466.904 SHARES PACE GLOBAL FIXED INCOME INVESTMENTS FUND CLASS P FM VP 21472 8100 | $24,151 | 2019-05-10 |
| 1 | 2366.563 SHARES PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS P FM VP 21489 2100 | $28,825 | 2019-05-10 |
| 1 | 2971.699 SHARES PACE INTERMEDIATE FIXED INCOME INVESTMENTS CLASS P FM VP 21472 8100 | $36,195 | 2019-05-10 |
| 1 | 788.938 SHARES PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENTS CLASS P FM VP XXX-XX-XXXX | $10,209 | 2019-05-10 |
| 1 | 1111.965 SHARES PACE INTERNATIONAL EMERGING MARKETS EQUITY INVESTMENTS CLASS P FM VP XXX-XX-XXXX | $14,389 | 2019-05-10 |
| 1 | 1955.286 SHARES PACE INTERNATIONAL EQUITY INVESTMENTS CLASS P FM VP 21489 2100 | $29,173 | 2019-05-10 |
| 1 | 2775.331 SHARES PACE INTERNATIONAL EQUITY INVESTMENTS CLASS P FM VP 21472 8100 | $41,408 | 2019-05-10 |
| 1 | 1349.830 SHARES PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS P FM VP 21489 2100 | $32,531 | 2019-05-10 |
| 1 | 1948.398 SHARES PACE LARGE CO GROWTH EQUITY INVESTMENTS CLASS P FM VP 21472 8100 | $46,956 | 2019-05-10 |
| 1 | 1417.342 SHARES PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P FM VP 21489 2100 | $29,707 | 2019-05-10 |
| 1 | 2142.803 SHARES PACE LARGE CO VALUE EQUITY INVESTMENTS CLASS P FM VP 21472 8100 | $44,913 | 2019-05-10 |
| 1 | 606.574 SHARES PACE SMALL / MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P FM VP 21489 2100 | $10,846 | 2019-05-10 |
| 1 | 1025.898 SHARES PACE SMALL / MEDIUM CO GROWTH EQUITY INVESTMENTS CLASS P FM VP 21472 8100 | $18,343 | 2019-05-10 |
| 1 | 525.674 SHARES PACE SMALL / MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P FM VP 21489 2100 | $10,093 | 2019-05-10 |
| 1 | 910.975 SHARES PACE SMALL / MEDIUM CO VALUE EQUITY INVESTMENTS CLASS P FM VP 21472 8100 | $17,491 | 2019-05-10 |
| 1 | 3627.863 SHARES PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS P FM VP 21472 8100 | $49,375 | 2019-05-10 |
| 1 | 2266.864 SHARES PACE STRATEGIC FIXED INCOME INVESTMENTS CLASS P FM VP 21489 2100 | $30,852 | 2019-05-10 |
| 1 | 955 SHARES PRINCIPAL FINANCIAL GROUP INC | $56,460 | 2019-07-12 |
| 1 | 7761 SHARES STANDARD AVB FINL CORP COM | $213,427 | 2019-07-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,576 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,288 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT 78496 - SEE DETAIL | $86,327 | $88,215 |
| UBS ACCOUNT 25709 - SEE DETAIL | $90,178 | $90,429 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS ACCOUNT 78496 - SEE DETAIL | $178,868 | $178,977 |
| UBS ACCOUNT 25709 - SEE DETAIL | $206,176 | $209,004 |
| UBS ACCOUNT 25710 - SEE DETAIL | $291,892 | $317,548 |
| UBS ACCOUNT 25711 - SEE DETAIL | $295,320 | $312,676 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS ACCOUNT 25709 - SEE DETAIL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $15,431 | BookValueAmt |
| EOYFMV | $15,901 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RE ROUNDING ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $5,070 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,320 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PRIVATE FOUNDATION TAX | $141 | $0 | $0 | $0 |
| FOREIGN TAX | $189 | $0 | $0 | $0 |