TIMOTHY S MOCK CF CHARITABLE TR: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TIMOTHY S MOCK CF CHARITABLE TR (EIN 47-7200836)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201901269349100800
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T10:43:11-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METZ LEWIS BRODMAN MUST O'KEEFE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477200836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY S MOCK CF TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O AUFMAN ASSOCIATES INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AUFMAN ASSOCIATES | InCareOfNm |
| Business Name Control | TIMO | BusinessNameControlTxt |
| Phone | 7249345600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GEORGETOWN DRIVE STE 401 | AddressLine1Txt |
| City | SEWICKKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD AUFMAN | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 7249345600 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY S BLAIR | PreparerPersonNm |
| PTIN | P00179062 | PTIN |
| Phone | 4129181100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 95.91.207.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 25425120191265000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-06 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B588F682F19D7FF175B74AB6FCC431DACA43483 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B588F682F19D7FF175B74AB6FCC431DACA43483 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $137,018 | 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 | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $31 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,119 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,119 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,701 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,202 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,150 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $500 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $15 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $515 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $515 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $515 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $515 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,653 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,687 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,635 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,811 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,262 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $121,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,513 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $122,756 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $141,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $137,018 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $141,008 | UnrestrictedBOYAmt |
| Unrestricted EOY | $114,775 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $141,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $114,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $141,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $114,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $141,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,653 | ExcessRevenueOverExpensesAmt |
| Other Increases | $101 | OtherIncreasesAmt |
| Subtotal | $117,456 | SubtotalAmt |
| Other Decreases | $2,681 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $114,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 49 CLIPPER FUND | 2017-12-18 | 2018-10-30 | $5,443 | $5,859 | -$416 | -$416 | |
| 9 HARBOR INTERNATIONAL | 2017-12-18 | 2018-09-14 | $614 | $654 | -$40 | -$40 | |
| 6 CLIPPER FUND | 2016-12-13 | 2018-05-15 | $833 | $743 | $90 | $90 | |
| 13 CLIPPER FUND | 2017-06-28 | 2018-07-25 | $1,628 | $1,491 | $137 | $137 | |
| 165 HARBOR INTERNATIONAL | 2017-06-28 | 2018-09-14 | $10,342 | $10,543 | -$201 | -$201 | |
| 114 CLIPPER FUND | 2008-11-21 | 2018-05-15 | $14,167 | $4,461 | $9,706 | $9,706 | |
| 67 CLIPPER FUND | 2008-11-21 | 2018-07-25 | $8,372 | $2,411 | $5,961 | $5,961 | |
| 41 CLIPPER FUND | 2008-11-21 | 2018-10-30 | $4,557 | $1,487 | $3,070 | $3,070 | |
| CAPITAL GAIN DIVIDENDS | $4,745 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,052 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $121,890 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.370826 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,622 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $87,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.476721 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $84,050 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.416419 | DistributionYr3Rt |
| Total Distribution | 1.263966 | TotalDistributionRt |
| Average Distribution | 0.421322 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $172,811 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $72,809 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $247 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,056 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,340 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $494 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $494 | SubtotalAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,550 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,550 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,056 | OverpaymentAmt |
| Applied To ES Tax | $1,056 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AUFMAN ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7249345600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 GEORGETOWN DRIVE SUITE 401 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY S MOCK | ||||||||
| 2200 GEORGETOWN DRIVE STE 401 | SEWICKKLEY | PA | 15143 | PRESIDENT | 0 | $0 | $0 | $0 |
| DAVID MOCK | ||||||||
| 2200 GEORGETOWN DRIVE STE 401 | SEWICKKLEY | PA | 15143 | SECRETARY | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $159,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,443 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $175,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $494 | TotalTaxAmt |
| Distributable Before Adj | $8,147 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,147 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,147 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,340 | 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 | $48,340 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,340 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,147 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $31,834 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,813 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,998 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,147 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,193 | RemainingDistriFromCorpusAmt |
| Total Corpus | $150,838 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $150,838 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $31,834 | ExcessFromYear3Amt |
| Excess From Year2 | $37,813 | ExcessFromYear2Amt |
| Excess From Year1 | $40,998 | ExcessFromYear1Amt |
| Excess From Current Year | $40,193 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY S MOCK | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ST ALEXANDER NEVSKY ORTHODOX CHURCH | |||||||
| 8290 THOMPSON RUN ROAD | PITTSBURGH | PA | 15237 | NONE | GENERAL SUPPORT | $8,240 | |
| BIG BROTHERS AND SISTERS OF GREATER PITTSBURGH | |||||||
| 5989 CENTRE AVENUE | PITTSBURGH | PA | 15206 | NONE | GENERAL SUPPORT | $2,500 | |
| BROTHER'S BROTHER FOUNDATION | |||||||
| 1200 GALVESTON AVENUE | PITTSBURGH | PA | 15233 | NONE | GENERAL SUPPORT | $2,500 | |
| ST VLADIMIR'S ORTHODOX THEOLOGICAL SEMINARY | |||||||
| 575 SCARSDALE ROAD | TUCKAHOE | NY | 10707 | NONE | GENERAL SUPPORT | $5,000 | |
| LEHIGH UNIVERSITY | |||||||
| 27 MEMORIAL DR W | BETHLEHEM | PA | 18015 | NONE | GENERAL SUPPORT | $5,500 | |
| THE SALVATION ARMY | |||||||
| 8020 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15221 | NONE | GENERAL SUPPORT | $3,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | NONE | GENERAL SUPPORT | $3,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 1100 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | GENERAL SUPPORT | $3,000 | |
| HABITAT FOR HUMANITY GREATER PITTSBURGH | |||||||
| 1913 MONONGAHELA AVENUE | PITTSBURGH | PA | 15218 | NONE | GENERAL SUPPORT | $5,000 | SWISSVALE SHOPPING CENTER |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 3152 LITTLE ROAD STE 146 | TRINITY | FL | 34655 | NONE | GENERAL SUPPORT | $500 | |
| NORTH HILLS COMMUNITY OUTREACH | |||||||
| 1975 FERGUSON ROAD | ALLISON PARK | PA | 15101 | NONE | GENERAL SUPPORT | $200 | |
| ST MARK ORTHODOX CHURCH | |||||||
| 452 DUNHAM ROAD | WRIGHTSTOWN | PA | 18940 | NONE | GENERAL SUPPORT | $1,500 | |
| AARP | |||||||
| 2020 ARDMORE BLVD | PITTSBURGH | PA | 15221 | NONE | GENERAL SUPPORT | $200 | |
| PARTNERS IN HEALTH | |||||||
| 54 PLYMOUTH STREET | MONTCLAIR | NJ | 07042 | NONE | GENERAL SUPPORT | $1,500 | |
| MARCH OF DIMES | |||||||
| 650 SMITHFIELD STREET | PITTSBURGH | PA | 15222 | NONE | GENERAL SUPPORT | $50 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | |||||||
| 600 WATERFRONT DRIVE 210 | PITTSBURGH | PA | 15222 | NONE | GENERAL SUPPORT | $150 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW700 | WASHINGTON | DC | 20001 | NONE | GENERAL SUPPORT | $200 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | GENERAL SUPPORT | $250 | |
| VIETNAM VETERANS ASSOCIATION | |||||||
| 890 SAW MILL RUN BLVD | PITTSBURGH | PA | 15226 | NONE | GENERAL SUPPORT | $300 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | NONE | GENERAL SUPPORT | $500 | |
| DAV | |||||||
| PO BOX 14301 | CINCINNATI | OH | 452500301 | NONE | GENERAL SUPPORT | $50 | |
| ST CYRIL OF WHITE LAKE FOOD PANTRY | |||||||
| 105 S 19TH ST | PITTSBURGH | PA | 15203 | NONE | GENERAL SUPPORT | $5,000 | |
| BOYS TOWN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | NONE | GENERAL SUPPORT | $100 | |
| THE MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | GENERAL SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,340 | 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 | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,119 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,052 | 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 | $25,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,202 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLIPPER FUND | $17,220 | $42,534 |
| HARBOR INTERNATIONAL INVESTOR | $0 | $0 |
| OAKMARK SELECT | $11,585 | $10,019 |
| METROPOLITAN WEST TOTAL | $35,952 | $35,042 |
| PIMCO LOW DURATION I | $35,756 | $35,161 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 ESTIMATED TAX PAYMENTS | $1,550 |
| 2017 BALANCE DUE PAID IN 2018 | $1,131 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PA REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Amt | $101 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | METZ LEWIS | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FOREIGN TAXES |
| FEDERAL TAXES |