RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201931269349100623
- 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
- Schedule B
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T10:28:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-03 | 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 | 2019-05-03 | 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 | 2019-05-06 | IPDt |
| IP Tm | 10:28:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54A851C2E557F451608BDA9F6573DF6B90905056 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54A851C2E557F451608BDA9F6573DF6B90905056 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $482,113 | 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 | $97,725 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,559 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,559 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $766 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,340 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $17,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,517 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,096 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,534 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $56,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $56,287 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,285 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $25,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $7,500 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $25,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $25,000 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $502,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $386,828 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $386,828 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,713 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,321 | LandBOYAmt |
| Land EOY | $11,337 | LandEOYAmt |
| Total Assets BOY | $547,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $493,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $482,113 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,262 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,817 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $23,262 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,817 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $495,058 | UnrestrictedBOYAmt |
| Unrestricted EOY | $394,219 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $28,689 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $76,414 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $523,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $470,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $547,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $493,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $523,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,105 | ExcessRevenueOverExpensesAmt |
| Subtotal | $493,642 | SubtotalAmt |
| Other Decreases | $23,009 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $470,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $766 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $486,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085741 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,560 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $438,067 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078892 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $44,362 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $449,537 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.098684 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $83,728 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $496,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $487,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.072850 | DistributionYr5Rt |
| Total Distribution | 0.504782 | TotalDistributionRt |
| Average Distribution | 0.100956 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $480,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $47 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,570 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $94,433 | 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 | $47 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47 | SubtotalAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8 | TaxDueAmt |
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 | 000.00 | $0 | $0 | $0 |
| FRITZ HEINEMANN | ||||||||
| 1000 BUFFALO ROAD | LEWISBURG | PA | 17837 | PRESIDENT | 000.00 | $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 | $437,451 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $487,957 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $487,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $480,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47 | TotalTaxAmt |
| Distributable Before Adj | $23,985 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,985 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,433 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,433 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $47 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,386 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,985 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,673 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,856 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,433 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,448 | RemainingDistriFromCorpusAmt |
| Total Corpus | $193,532 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,673 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $181,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,104 | ExcessFromYear4Amt |
| Excess From Year3 | $21,937 | ExcessFromYear3Amt |
| Excess From Year2 | $12,856 | ExcessFromYear2Amt |
| Excess From Year1 | $17,514 | ExcessFromYear1Amt |
| Excess From Current Year | $70,448 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SELINSGROVE AREA COMMUNITY FD | |||||||
| 725 WEST FRONT STREET | BERWICK | PA | 18603 | NONE | CHARITY | DONATION | $500 |
| CENTER FOR THEATER ARTS | |||||||
| 250 MT LEBANON BLVD 400 | PITTSBURGH | PA | 15234 | NONE | CHARITY | DONATION | $250 |
| NAT'L AUDOBON SOCIETY | |||||||
| 225 VARICK ST | NEW YORK | NY | 10014 | NONE | CHARITY | DONATION | $250 |
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $16,500 |
| BARKS OF HOPE | |||||||
| 257 PENNINGTON HARBOURTON | PENNINGTON | NJ | 08534 | NONE | CHARITY | DONATION | $500 |
| PITTSBURGH ZOO | |||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | CHARITY | DONATION | $750 |
| MAGEE WOMENS RESEARCH INSTITUTE | |||||||
| 204 CRAFT AVE | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $1,000 |
| 12TH AMORED DIVISION | |||||||
| 1289 N 2ND ST | ABILENE | TX | 79601 | NONE | CHARITY | DONATION | $1,000 |
| TC OPEN - MAKE A WISH FD | |||||||
| 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $500 |
| PITTSBURGH SYMPHONY | |||||||
| 600 PENN AVE | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $300 |
| WILBUR R TROSCH FOUNDATION | |||||||
| 750 HOLIDAY DRIVE STE 105 | PITTSBURGH | PA | 15220 | NONE | CHARITY | DONATION | $250 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $4,200 |
| CAPITAL RESEARCH CENTER | |||||||
| 1513 16TH ST NW | WASHINGTON | DC | 20036 | NONE | CHARITY | DONATION | $250 |
| VERLAND FOUNDATION | |||||||
| 212 IRIS RD | SEWICKLEY | PA | 15143 | NONE | CHARITY | DONATION | $1,000 |
| DAYS END FARM HORSE RESCUE | |||||||
| 1372 WOODBINE RD | WOODBINE | MD | 21797 | NONE | CHARITY | DONATION | $250 |
| KICK IT FOR CANCER | |||||||
| 111 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19004 | NONE | CHARITY | DONATION | $250 |
| FREEDOM SERVICE DOGS | |||||||
| 7193 S DILLON CT | ENGLEWOOD | CO | 80112 | NONE | CHARITY | DONATION | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,050 | 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 | $15 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,559 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$35,777 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$24,203 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$24,203 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MISC CONTRIBUTORS 5000 | |||||||
| 1 | VARIOUS | PITTSBURGH | PA | 15222 | $44,848 | Yes (X) | Yes (X) |
| GARY SANDY SOJKA | |||||||
| 2 | 1335 CREEK ROAD | MIDDLEBURG | PA | 179428299 | $7,877 | Yes (X) | |
| THE JOHN FAMILY FOUNDATION | |||||||
| 3 | 378 GOLDEN GATE POINT APT 6 | SARASOTA | FL | 34236 | $20,000 | Yes (X) | |
| GEISINGER MEDICAL CENTER | |||||||
| 4 | 100 N ACADEMY AVE | DANVILLE | PA | 17822 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 85 SHS BANK OF AMERICA CORP | NoncashPropertyDesc |
| Fair Market Value | $2,577 | FairMarketValueAmt |
| Received | 2018-04-05 | ReceivedDt |
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 | $179 | S/L | 7.0000 | $1,071 |
| OFFCE FURNITURE | 2018-06-11 | $5,550 | S/L | 7.0000 | $463 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $414,235 | GrossSalesPriceAmt |
| Basis | $450,778 | BasisAmt |
| Total Net | -$36,543 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SOUND POINT FLTG RT | $15,641 | $15,641 |
| DFA INVESTMENT GRADE | $31,582 | $31,582 |
| DFA WORLD EX US GOVT | $16,496 | $16,496 |
| DFA GLOBAL REAL ESTATE SECURITIES | $14,278 | $14,278 |
| DFA US SMALL CAP PORT | $14,341 | $14,341 |
| FPA NEW INCOME | $19,664 | $19,664 |
| FIRST TRUST NORTH AMERICAN ENERGY | $20,485 | $20,485 |
| FIRST TRUST PREFERRED SEC INCOME ETF | $15,796 | $15,796 |
| INVESCO QQQ TRUST | $13,677 | $13,677 |
| INVESCO S&P MIDCAP LOW VOLATILITY EF | $20,020 | $20,020 |
| ISHARE EDGE MSCI MIN VOL | $20,465 | $20,465 |
| ISHARES CORE HIGH DIVIDEND ETF | $16,285 | $16,285 |
| ISHARES EDGE MSCI MIN VOL USA ETF | $15,039 | $15,039 |
| ISHARES ETF MSCI FRONTIER 100 FUND | ||
| ISHARES MBS ETF | $20,511 | $20,511 |
| ISHARES SHORT TERM CORPORATE BOND ET | $20,449 | $20,449 |
| ISHARES TIPS BOND ETF | $18,585 | $18,585 |
| ISHARES TR TIPS BOND ETF | ||
| ISHR EDG MSCI MIN VOL EMG MKT ETF | $11,677 | $11,677 |
| LJM PRESERVATION & GROWTH FUND | ||
| OPPENHEIMER STEEL PATH | ||
| POWERSHARES PREFERRED PORTFOLIO | ||
| POWERSHARES QQQ TRUST SER 1 | ||
| SPDR BLMBRG BARCLAYS HI YLD BD ETF | ||
| VANGUARD FTSE DEVELOPED MARKETS ETF | $20,219 | $20,219 |
| VANGUARD FTSE EMERGING MARKETS | $11,544 | $11,544 |
| VANGUARD GROWTH | $13,760 | $13,760 |
| VANGUARD MID CAP | $20,091 | $20,091 |
| VANGUARD VALUE | $16,223 | $16,223 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $13,050 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,713 | AccumulatedDepreciationAmt |
| Book Value | $11,337 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED DEPREC IN INVESTMENTS | Desc |
| Amt | $23,009 | Amt |
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 | $1,192 | $1,192 |
| PLAYGROUND PROJECT | $50,000 | $50,000 |
| RECEPTIONS | $4,261 | $4,261 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL AND ACCOUNTING | $13,121 | $3,025 | $10,096 |
| INVESTMENT ADVISOR FEES | $4,492 | $4,492 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GARY SANDY SOJKA | |||
| 1335 CREEK ROAD | MIDDLEBURG | PA | 179428299 |
| THE JOHN FAMILY FOUNDATION | |||
| 378 GOLDEN GATE POINT APT 6 | SARASOTA | FL | 34236 |
| GEISINGER MEDICAL CENTER | |||
| 100 N ACADEMY AVE | DANVILLE | PA | 17822 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES W/H ON DIVIDEND IN | CategoryTxt |
| Amt | $143 | Amt |
| Net Investment Income | $143 | NetInvestmentIncomeAmt |