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THE FRANK E RATH SPANG AND COMPANY CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE FRANK E RATH SPANG AND COMPANY CHARITABLE TRUST (EIN 25-6020192)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-12
IRS object ID
201911639349100221
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-12T15:24:17-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1339 SIXTH AVE 8TH FLAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256020192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FRANK E RATH SPANG & COMPANYBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% LYNNE ELLISInCareOfNm
Business Name ControlFRANBusinessNameControlTxt
Phone4129639363PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SPANG COMPANY PO BOX 11422AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152380422ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANK RATHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4122812501PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob CookPreparerPersonNm
PTINP01240455PTIN
Phone4122812501PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.59.41.210IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id25508820191635000015FederalOriginalSubmissionId
Federal Original Submission Id2019-06-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id871DF954D879B60D983E468FEED0967A539A383CAtSubmissionCreationDeviceId
At Submission Filing Device Id871DF954D879B60D983E468FEED0967A539A383CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,960,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,250InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,250InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$71,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$71,054DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,337GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$77,365TotalRevAndExpnssAmt
Total Net Invst Incm$77,365TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,050AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$150TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,337OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,337OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,387TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,050TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$224,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$224,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,837TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,387TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$225,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$151,472ExcessRevenueOverExpensesAmt
Net Investment Income$73,978NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,521CashBOYAmt
Cash EOY$59,021CashEOYAmt
Cash EOYFMV$59,021CashEOYFMVAmt
Other Investments BOY$5,058,818OtherInvestmentsBOYAmt
Other Investments EOY$4,883,846OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,901,333OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,094,339TotalAssetsBOYAmt
Total Assets EOY$4,942,867TotalAssetsEOYAmt
Total Assets EOYFMV$4,960,354TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$8,277,797CapitalStockBOYAmt
Capital Stock EOY$8,277,797CapitalStockEOYAmt
Retained Earning BOY-$3,183,458RetainedEarningBOYAmt
Retained Earning EOY-$3,334,930RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,094,339TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,942,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,094,339TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,942,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,094,339TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$151,472ExcessRevenueOverExpensesAmt
Subtotal$4,942,867SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,942,867TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyFIDELITY- PUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,337GrossSalesPriceAmt
Cost Or Other Basis$2,276CostOrOtherBasisAmt
Gain Or Loss$61GainOrLossAmt
Gains Minus Excess Or Losses$61GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$61CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$269,738AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,203,218NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051841DistributionYr1Rt
Adjusted Qlfy Distri Yr2$271,780AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,462,011NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049758DistributionYr2Rt
Adjusted Qlfy Distri Yr3$310,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,716,817NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054278DistributionYr3Rt
Adjusted Qlfy Distri Yr4$259,900AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,977,897NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043477DistributionYr4Rt
Adjusted Qlfy Distri Yr5$319,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,293,097NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050833DistributionYr5Rt
Total Distribution0.250187TotalDistributionRt
Average Distribution0.050037AverageDistributionRt
Net Vl Noncharitable Assets$5,013,636NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$250,867AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$740NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$251,607AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$225,300QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,480InvestmentIncomeExciseTaxAmt
Subtotal$1,480SubtotalAmt
Tax Based On Investment Income$1,480TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$457EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,023ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,480TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LYNNE ELLISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4129639363PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1110 DELTA DRIVE PO BOX 11422AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152380422ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK E RATH JR
110 DELTA DRIVEPITTSBURGHPA15238TRUSTEE1.0$0$0$0
DAVID F RATH
110 DELTA DRIVEPITTSBURGHPA15238TRUSTEE1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,041,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,450AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,089,986TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,089,986AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,013,636NetVlNoncharitableAssetsAmt
Minimum Investment Return$250,682MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$250,682MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,480TaxBasedOnInvestmentIncomeAmt
Total Tax$1,480TotalTaxAmt
Distributable Before Adj$249,202DistributableBeforeAdjAmt
Recoveries Qualfied Distri$100RecoveriesQualfiedDistriAmt
Distributable Before Ded$249,302DistributableBeforeDedAmt
Distributable As Adjusted$249,302DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$225,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$225,300QualifyingDistributionsAmt
Adjusted Qualifying Distri$225,300AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$249,302DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,645ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$24,459ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$10,141ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$41,245TotalExcessDistributionCyovAmt
Qualifying Distributions$225,300QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$225,300AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$24,002ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$24,002ExcessDistributionCyovAppCYAmt
Total Corpus$17,243TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$17,243ExcessDistriCyovToNextYrAmt
Excess From Year3$7,102ExcessFromYear3Amt
Excess From Year1$10,141ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYNNE ELLISRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 11422AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152380422ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4129639363RecipientPhoneNum
Form And Info And MaterialsNAME, ADDRESS, PURPOSE OF ORGANIZATION, COPY OF DETERMINATION LETTER AND AMOUNT REQUESTEDFormAndInfoAndMaterialsTxt
Submission Deadlines90 DAYS BEFORE THE END OF EACH CALENDAR QUARTERSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Carnegie Museums of Pittsburgh
4400 Forbes AvenuePittsburghPA152134007NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$600
Carnegie Library of Pittsburgh
4400 Forbes AvenuePittsburghPA152134007NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$250
Sandy Lake Fire And Rescue Department
PO Box 684Sandy LakePA16145NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$1,000
John Hopkins Medicine
600 N Wolfe Street Marburg 135BaltimoreMD21287NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$25,000
The Pittsburgh Symphony Society
600 Penn AvenuePittsburghPA152223259NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
The Carnegie
4400 Forbes AvenuePittsburghPA152134080NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Pittsburgh Zoo
PO Box 742PittsburghPA152061178NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Phipps Conservatory
One Schenley ParkPittsburghPA152133830NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Pittsburgh Civic Light Opera
719 Liberty AvenuePittsburghPA15222NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Pittsburgh Opera
2425 Liberty AvenuePittsburghPA15222NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$5,000
Pittsburgh Public Theater
621 Penn AvenuePittsburghPA152223204NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$2,500
The Pittsburgh Cultural Trust
803 Liberty AvenuePittsburghPA152223703NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Parkview Emergency Medical Services
200 S Margery DrivePittsburghPA15238NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$1,000
Parkview Volunteer Fire Department
726 Midway DrivePittsburghPA15215NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$1,000
Children's Hospital of Pittsburgh Foundation
4401 Penn AvenuePittsburghPA15224NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$5,000
The Eye & Ear Foundation Of Pittsburgh
203 Lothrop StreetPittsburghPA15213NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Shadyside Hospital Foundation
532 South Aiken Avenue Suite 302PittsburghPA152321521NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$25,000
The West Penn Hospital Foundation
4818 Liberty AvenuePittsburghPA15224NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$5,000
UPCI
5150 Centre Avenue Suite 1BPittsburghPA15232NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
Duquesne University School of Law
600 Forbes AvenuePittsburghPA15282NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$5,000
UPMC
3600 Forbes Ave at Meyran AvePittsburghPA15213NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$10,000
The Salvation Army
700 North Bell AvenueCarnegiePA15106NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$20,000
Shriners Hospitals For Children
3551 N Broad StreetPhiladelphiaPA19140NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$20,000
Wounded Warrior Project
PO Box 758517TopekaKS66675NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$15,000
The Community At Holy Family Manor Inc
301 Nazareth WayPittsburghPA15229NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$500
Butler County Humane Society
1015 Evans City RoadRenfrewPA16053NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$200
American Cancer Society
320 Bilmar DrivePittsburghPA15205NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$100
Community Care Connections Inc
114 Skyline DriveButlerPA16001NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$2,000
Prospect Community Library
357 Main StreetProspectPA16052NONEPCUNRESTRICTED CONTRIBUTION TO PUBLIC CHARITY$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$224,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,250ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$71,054ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$77,365ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,365TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,100Amt
Net Investment Income$1,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS MONEYAT COST$4,319,162$4,317,514
MARKET TREASURY ONLY- CLASS IFMV
SPDR GOLD TR GOLD SHSAT COST$564,684$583,819

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFIDELITY FEESDesc
Revenue And Expenses Per Books$2,337RevenueAndExpensesPerBooksAmt
Net Investment Income$2,337NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$150Amt