FLEISCHNER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FLEISCHNER FAMILY CHARITABLE FOUNDATION (EIN 47-1108283)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349100947
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T10:31:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 N Shore Drive Suite 501 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152125866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471108283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fleischner Family Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Jeff Morrison | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LESLIE FLEISCHNER | InCareOfNm |
| Business Name Control | FLEI | BusinessNameControlTxt |
| Phone | 4126823512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 West Chester Pike | AddressLine1Txt |
| City | Newtown Square | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE FLEISCHNER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4123649395 | PhoneNum |
| Signature | 2018-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Bluemling | PreparerPersonNm |
| PTIN | P00347531 | PTIN |
| Phone | 4123649395 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 25502420183185000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49F63BE4E18A51B9075B455FA229377CE0B3CDE3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1F04E24E7D3168DB0E01C43ACB6CF6F05F96227B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,499,776 | 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 | $6,582,529 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $106,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,702,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,353 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,952 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,617,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,460 | CashBOYAmt |
| Cash EOY | $33,891 | CashEOYAmt |
| Cash EOYFMV | $33,891 | CashEOYFMVAmt |
| Corporate Stock BOY | $545,821 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,141,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,857,682 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $554,624 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $606,980 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $608,203 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,165,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,782,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,499,776 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,165,905 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,783,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,165,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,783,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,165,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,783,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,165,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,617,879 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,783,784 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,783,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HAWTHORN ST A | 2017-06-01 | 2017-06-21 | $5,831 | $5,648 | $183 | $183 | |
| HAWTHORN LT D | 2016-06-01 | 2017-06-21 | $27,508 | $29,674 | -$2,166 | -$2,166 | |
| CAPITAL GAIN DIVIDENDS | $15,785 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $47,894 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $981,935 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048775 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $920,597 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.048775 | TotalDistributionRt |
| Average Distribution | 0.016258 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,976,548 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,135 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,000 | 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 | $1,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,120 | SubtotalAmt |
| Tax Based On Investment Income | $1,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,203 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,203 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,083 | OverpaymentAmt |
| Applied To ES Tax | $1,083 | 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 | LESLIE FLEISCHNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126823512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 AYLESBORO AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE A FLEISCHNER | ||||||||
| 6022 West Chester Pike | Newtown Square | PA | 19073 | PRESIDENT/CHAIRMAN | 0 | $0 | $0 | $0 |
| HANS G FLEISCHNER | ||||||||
| 5510 Aylesboro Ave | Pittsburgh | PA | 15217 | VICE PRESIDENT/DIRECTOR | 0 | $0 | $0 | $0 |
| Christopher C Fleischner | ||||||||
| 1215 Squirrel Hill Ave | Pittsburgh | PA | 15217 | Secretary/Director | 0 | $0 | $0 | $0 |
| David A Fleischner | ||||||||
| 105 Avon Road | Haverford | PA | 19041 | Treasurer/Director | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,428,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $550,779 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,006,648 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,006,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,976,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,827 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,827 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,120 | TotalTaxAmt |
| Distributable Before Adj | $97,707 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,707 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,000 | 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 | $75,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,120 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,880 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,133 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,133 | AppliedToYear1Amt |
| Applied To Current Year | $49,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $47,840 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HANS AND LESLIE FLEISCHNER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Sanibel Public Library | |||||||
| 770 Dunlop road | Sanibel | FL | 33957 | NC | TO PROVIDE FUNDING FOR CHILDRENS STROYTIME AND STUDY ROOM PROGRAM | $20,000 | |
| DING DARLING WILDLIFE SOCIETY | |||||||
| PO BOX 565 | SANIBEL ISLAND | FL | 33957 | NC | TO PROVIDE FUNDING FOR AN EDUCATOR AND TO FUND SUMMER PROGRAMS | $55,000 | 1 WILDLIFE DRIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRBUTIONS | Desc |
| Exclusion | 13 | ExclusionCd |
| Exclusion | $6,582,529 | ExclusionAmt |
| 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,453 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,802 | 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 | $6,702,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,702,784 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Leslie A Fleischner Revocable Trus | ||||||
| 1 | 5510 Aylesboro Avenue | Pittsburgh | PA | 15217 | $1,476,309 | Yes (X) |
| Leslie A Fleischner Revocable Trus | ||||||
| 2 | 5510 Aylesboro Avenue | Pittsburgh | PA | 15217 | $1,167,987 | Yes (X) |
| Leslie A Fleischner Revocable Trus | ||||||
| 3 | 5510 Aylesboro Avenue | Pittsburgh | PA | 15217 | $1,644,465 | Yes (X) |
| Hans G Fleischner Revocable Trust | ||||||
| 4 | 5510 Aylesboro Avenue | Pittsburgh | PA | 15217 | $485,932 | Yes (X) |
| Hans G Fleischner Revocable Trust | ||||||
| 5 | 5510 Aylesboro Avenue | Pittsburgh | PA | 15217 | $1,807,836 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (81 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 800s 3M Co | $191,232 | 2017-12-11 |
| 1 | 40s AdvanSix Inc | $1,609 | 2017-12-11 |
| 1 | 3500s Air Lease Corporation | $153,405 | 2017-12-11 |
| 1 | 175s Alphabet Inc Cl A | $183,761 | 2017-12-11 |
| 1 | 2600s American Water Works Co | $237,692 | 2017-12-11 |
| 1 | 4000s Bayer AG | $124,120 | 2017-12-11 |
| 1 | 3500s CSX Corp | $198,065 | 2017-12-11 |
| 1 | 3000s Corning Inc | $97,740 | 2017-12-11 |
| 1 | 1810s Danaher Corp | $168,203 | 2017-12-11 |
| 1 | 850s Diageo PLC | $120,233 | 2017-12-11 |
| 1 | 1000s Ecolab Inc | $135,230 | 2017-12-11 |
| 1 | 1855 Fortive Corporation | $136,213 | 2017-12-11 |
| 1 | 3000s Greebrier Companies Inc | $151,800 | 2017-12-11 |
| 1 | 1000s Honeywell Intl Inc | $153,430 | 2017-12-11 |
| 1 | 11138s KeyCorp | $221,089 | 2017-12-11 |
| 1 | 950s McDonalds Corp | $164,103 | 2017-12-11 |
| 1 | 2846s Penn National Gaming | $81,253 | 2017-12-11 |
| 1 | 1100s SAP AG | $122,881 | 2017-12-11 |
| 1 | 1025s United Tech Corp | $126,095 | 2017-12-11 |
| 1 | 5200s Univar Inc | $153,140 | 2017-12-11 |
| 2 | 400s 3M Co | $95,244 | 2017-12-13 |
| 2 | 75s Alphabet Inc Cl A | $78,827 | 2017-12-13 |
| 2 | 75s Alphabet Inc Cl C | $78,189 | 2017-12-13 |
| 2 | 200s Amazon.com | $233,114 | 2017-12-13 |
| 2 | 1400s Apple Inc | $241,878 | 2017-12-13 |
| 2 | 1070s Cognizant Tech | $76,601 | 2017-12-13 |
| 2 | 1000s Comcast Corp Cl A | $39,020 | 2017-12-13 |
| 2 | 530s Dominion Resources Va | $44,562 | 2017-12-13 |
| 2 | 500s DowDuPont Inc | $35,367 | 2017-12-13 |
| 2 | 1000s Edwards Lifesciences Corp | $115,925 | 2017-12-13 |
| 2 | 300s Eli Lilly | $26,315 | 2017-12-13 |
| 2 | 400s Exxon Mobil | $33,156 | 2017-12-13 |
| 2 | 700s General Dynamics | $138,086 | 2017-12-13 |
| 2 | 1070s Gilead Sciences Inc | $82,080 | 2017-12-13 |
| 2 | 800s Hallburton | $35,956 | 2017-12-13 |
| 2 | 550s Hartford Financial Services Group | $30,665 | 2017-12-13 |
| 2 | 250s Honeywell Intl Inc | $38,706 | 2017-12-13 |
| 2 | 750s Idexx Labs Inc | $119,370 | 2017-12-13 |
| 2 | 1250s Intercontinental Exchange Group | $88,706 | 2017-12-13 |
| 2 | 1000s Invesco Ltd | $37,320 | 2017-12-13 |
| 2 | 1200s Koninklijke Philips | $46,458 | 2017-12-13 |
| 2 | 700s Novartis AG | $59,346 | 2017-12-13 |
| 2 | 750s Praxair Inc | $113,666 | 2017-12-13 |
| 2 | 300s Target Corp | $18,544 | 2017-12-13 |
| 2 | 600s United Tech Corp | $74,397 | 2017-12-13 |
| 2 | 500s Valero Energy Corp | $43,675 | 2017-12-13 |
| 2 | 610s Voya Financial | $27,981 | 2017-12-13 |
| 2 | 805s iShares Core S&P Mid-Cap ETF | $152,000 | 2017-12-13 |
| 2 | 1830s iShares Core S&P) Small Cap ETF | $139,620 | 2017-12-13 |
| 2 | 4705s iShares MSCI EAFE Index Fund | $330,950 | 2017-12-13 |
| 2 | 2000s iShares MSCI Emerging Markets | $92,700 | 2017-12-13 |
| 3 | 2714s AMEX Energy Select Sector | $187,124 | 2017-12-15 |
| 3 | 1000s Berkshire Hathaway Inc Cl B | $198,215 | 2017-12-15 |
| 3 | 72,876s Kopernik Global All-Cap Fund | $784,152 | 2017-12-15 |
| 3 | 2354s SPDR S&P Dividend ETF | $220,417 | 2017-12-15 |
| 3 | 2916s Vanguard High Dividend Yield ETF | $250,805 | 2017-12-15 |
| 3 | 5039s iShares Core S&P 500 ETF | $1,357,658 | 2017-12-15 |
| 3 | 3075s iShares Russell 2000 Index | $467,143 | 2017-12-15 |
| 4 | 150s Alliance Data Systems Corp | $35,370 | 2017-12-13 |
| 4 | 350s Cummins Inc | $59,341 | 2017-12-13 |
| 4 | 650s DowDuPont Inc | $45,978 | 2017-12-13 |
| 4 | 6000s Enterprise Products Partners | $155,640 | 2017-12-13 |
| 4 | 750s JP Morgan Chase | $79,721 | 2017-12-13 |
| 4 | 250s Johnson & Johnson | $35,705 | 2017-12-13 |
| 4 | 400s Microsoft Corp | $34,234 | 2017-12-13 |
| 4 | 800s Philip Morris International Inc | $86,260 | 2017-12-13 |
| 4 | 430s Proctor & Gamble | $38,997 | 2017-12-13 |
| 4 | 1600s SEI Investments Corp | $113,872 | 2017-12-13 |
| 4 | 300s Salesforce.com Inc | $31,246 | 2017-12-13 |
| 4 | 920s Texas Instruments Inc | $90,799 | 2017-12-13 |
| 4 | Visa Inc Cl A | $68,268 | 2017-12-13 |
| 4 | 1000s Wells Fargo & Co | $59,940 | 2017-12-13 |
| 4 | 617s Weyerhaeuser | $22,135 | 2017-12-13 |
| 4 | 200s Yum! Brands Inc | $16,480 | 2017-12-13 |
| 4 | 900s iShares Core S&P Small Cap ETF | $68,665 | 2017-12-13 |
| 4 | 1470s iShares MSCI EAFE Index Fund | $103,400 | 2017-12-13 |
| 5 | 15041s Brown Adv - Somerset Emerging Mkts Fd - INS | $165,595 | 2017-12-15 |
| 5 | 12077s Seafarer Overseas Growth & Income Fund | $160,865 | 2017-12-15 |
| 5 | 13913s Touchstone Sands Capital Emerging Growth | $177,958 | 2017-12-15 |
| 5 | 55494s Voya Global Real Estate Fund | $981,698 | 2017-12-15 |
| 5 | 7013s iShares Core S&P Mid Cap ETF | $1,322,757 | 2017-12-15 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (85 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $123,323 | $282,444 |
| ADVANSIX INC. | $249 | $1,683 |
| AIR LEASE CORPORATION | $100,161 | $168,315 |
| ALLIANCE DATA SYSTEMS CORPORAT | $9,104 | $38,022 |
| ALPHABET INC CLASS A | $120,750 | $263,350 |
| ALPHABET INC CLASS C | $20,239 | $78,480 |
| AMAZON.COM INC | $51,050 | $233,894 |
| AMERICAN WATER WORKS COMPANY | $149,807 | $237,874 |
| APPLE INC | $52,540 | $236,922 |
| BARON DISCOVERY FUND INST. SH. | $18,297 | $23,080 |
| BAYER AG - SPONS ADR | $59,256 | $124,360 |
| BERKSHIRE HATHAWAY INC CL B | $80,098 | $198,220 |
| BROWN ADVISORY EMG MKTS INS | $131,939 | $186,848 |
| COGNIZANT TECHNOLOGY SERVICES | $6,300 | $75,991 |
| COMCAST CORP CL A | $26,450 | $40,050 |
| CORNING INC | $39,934 | $95,970 |
| CSX CORP | $99,321 | $192,535 |
| CUMMINS INC | $25,502 | $61,824 |
| DANAHER CORP | $42,467 | $168,004 |
| DIAGEO PLC - SPONS ADR | $83,181 | $124,126 |
| DOMINION RESOURCES | $4,708 | $42,961 |
| DOWDUPONT INC | $56,592 | $81,903 |
| DREYFUS INTERNATIONAL STOCK | $53,658 | $70,664 |
| ECOLAB INC | $43,520 | $134,180 |
| EDWARDS LIFESCIENCES CORP | $33,915 | $112,710 |
| ELI LILLY AND CO | $22,908 | $25,338 |
| EMERGING MARKETS INDEX ISHARES | $59,276 | $94,240 |
| ENTERPRISE PRODUCTS PARTNERS | $17,344 | $159,060 |
| EXXON MOBILE CORP | $16,612 | $33,456 |
| FORTIVE CORPORATION | $63,624 | $134,209 |
| GENERAL DYNAMICS CORP | $10,256 | $142,415 |
| GILEAD SCIENCES | $7,869 | $76,655 |
| GREENBRIER COMPANIES | $97,105 | $159,900 |
| HALIBURTON CO | $30,616 | $39,096 |
| HARBOR INTERNATIONAL FUND CLAS | $62,761 | $68,904 |
| HARTFORD FINANCIAL SVCS GROUP | $26,174 | $30,954 |
| HONEYWELL INTL INC | $70,366 | $191,700 |
| IDEXX LABS INC | $2,684 | $117,285 |
| INTERCONTINENTAL EXCHANGE INC | $21,755 | $88,200 |
| INVESCO LTD | $33,775 | $36,540 |
| ISHARES CORE S&P 500 | $529,153 | $1,529,488 |
| ISHARES CORE S&P MIDCAP | $1,044,043 | $1,576,692 |
| ISHARES CORE S&P SMALLCAP | $154,306 | $209,691 |
| ISHARES MSCI EAFE INDEX FUND | $356,165 | $434,164 |
| ISHARES RUSSELL 2000 | $273,050 | $499,307 |
| SPDR ENERGY SELECT FUND | $151,346 | $228,631 |
| BARON SMALL CAP FUND | ||
| BROWN ADVISORY EMG MKTS-INS | ||
| SEAFARER OVERSEAS GROWTH | $130,606 | $179,718 |
| HARBOR INTERNATIONAL FUND | ||
| WCM FOCUSED INTL GROWTH | $55,117 | $73,891 |
| LONG-LEAF PARTNERS SM CAP | $20,086 | $20,789 |
| MCDONALDS CORP | $56,434 | $163,514 |
| PROSPECTOR OPPORTUNITY FUND | $19,286 | $20,359 |
| DREYFUS INTERNATIONAL | ||
| TOUCHSTONE SANDS | $129,350 | $198,266 |
| VOYA REAL ESTATE FUND CLASS | ||
| JOHNSON & JOHNSON | $23,855 | $34,930 |
| JP MORGAN CHASE | $43,012 | $80,205 |
| KEYCORP | $138,589 | $224,653 |
| KONINKLIJKE PHILIPS N.V. | $12,021 | $45,360 |
| KOPERNIK GLOBAL ALL-CAP FUND | $544,012 | $767,390 |
| MICROSOFT CORP | $19,986 | $34,216 |
| NOVARTIS AG - ADR | $35,988 | $58,772 |
| PENN NATIONAL GAMING INC | $30,837 | $89,165 |
| PHILIP MORRIS INTERNATIONAL IN | $67,433 | $84,520 |
| PRAXAIR INC | $27,833 | $116,010 |
| PROCTOR & GAMBLE | $2,007 | $39,508 |
| SALESFORCE.COM INC | $22,230 | $30,669 |
| SAP AG - SONS ADR | $78,385 | $123,596 |
| SEI INVESTMENT CO | $2,741 | $114,976 |
| SPDR S&P DIVIDEND ETF | $123,158 | $222,406 |
| TARGET CORP | $10,320 | $19,575 |
| TEXAS INSTRUMENTS | $2,073 | $96,085 |
| UNITED TECHNOLOGIES CORP | $77,427 | $207,301 |
| UNIVAR INC | $100,349 | $160,992 |
| VALERO ENERGY CORP | $24,930 | $45,955 |
| VANGAURD HIGH DIV YIELD | $125,774 | $249,697 |
| VISA INC CLASS A SHARES | $15,448 | $68,412 |
| VOYA FINANCIAL INC | $18,013 | $30,177 |
| VOYA GLOBAL REAL ESTATE | $592,455 | $970,600 |
| VOYA REAL ESTATE FUND CLASS I | $41,437 | $36,891 |
| WELLS FARGO & CO | $52,320 | $60,670 |
| WEYERHAUSER CO. | $3,292 | $21,756 |
| YUM BRANDS | $11,560 | $16,323 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INT TERM | AT COST | $382,667 | $384,348 |
| VANGUARD SHORT-TERM CORPORATE | AT COST | $169,542 | $169,084 |
| ACCRUED INCOME | AT COST | $54,771 | $54,771 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $5,353 | Amt |
| Net Investment Income | $5,353 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,952 | $2,952 |
| EXCISE TAX | $1,600 | $0 |