UNITED STATES STEEL AND CARNEGIE PENSION FUND: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES STEEL AND CARNEGIE PENSION FUND (EIN 25-0851750)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349318254
- Schema version
- 2017v2.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T17:44:17-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250851750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES STEEL | BusinessNameLine1Txt |
| Business Name Line2 | AND CARNEGIE PENSION FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4124335572 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET NO 1988 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152192800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY D FAST | PersonNm |
| Person Title | COMPTROLLER & ASST. SECRETARY | PersonTitleTxt |
| Phone | 4124335572 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.248.185.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 18:40:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 018DBB5728AF554E5483DD5FC9D749A3E7FB2B46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B7BF3B73738CD3496E2EDBA07922A96BA113876B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | W DONOVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 PARK AVE 17TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,798,251 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1914 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | ADMINISTERING AND MAINTAINING A SYSTEM OF BENEFITS, PENSIONS, OR AIDS FOR EES OF USS AND ITS SUBS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 91 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,108,349 | PYOtherRevenueAmt |
| CY Other Revenue | $41,798,251 | CYOtherRevenueAmt |
| PY Total Revenue | $41,108,349 | PYTotalRevenueAmt |
| CY Total Revenue | $41,798,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,737,750 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,608,004 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,370,599 | PYOtherExpensesAmt |
| CY Other Expenses | $26,190,247 | CYOtherExpensesAmt |
| PY Total Expenses | $41,108,349 | PYTotalExpensesAmt |
| CY Total Expenses | $41,798,251 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $0 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,835,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,506,851 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,834,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,505,851 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,001,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,001,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE CORPORATION IS FORMED FOR THE PURPOSE OF ADMINISTERING AND MAINTAINING A SYSTEM OF BENEFITS, PENSIONS, OR AIDS TO THE EMPLOYEES OF UNITED STATES STEEL CORPORATION (USS), AND ANY SUCCESSORS TO IT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,798,251 | ExpenseAmt |
| Desc | ADMINISTERING AND MAINTAINING ANY FUND(S) THAT ARE ESTABLISHED FOR THE SUPPORT OF A SYSTEM OF BENEFITS, PENSIONS, OR AIDS AMONG EMPLOYEES OF THE UNITED STATES STEEL CORPORATION, ITS SUBSIDIARIES, AND ITS SUCCESSORS. THE FINANCIAL STATEMENTS OF UCF REFLECT REVENUE PRIMARILY FROM THE EMPLOYING COMPANIES AND PENSION TRUSTS. REVENUE FROM THE EMPLOYING COMPANIES AND PENSION TRUSTS ARE BILLED IN AMOUNTS EQUIVALENT TO ADMINISTRATIVE EXPENSES INCURRED; ACCORDINGLY, UCF DOES NOT HAVE ANY NET REVENUE. | Desc |
| Total Program Service Expenses | $41,798,251 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 91 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA A MEHLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124335332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET NO 1988 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152192800 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| C M DARRAGH | ||||||||
| CHAIRMAN | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| W DONOVAN DIRECTOR | ||||||||
| PRESIDENT (EXITED 12/17) | 40.00 | 0.00 | Yes (X) | Yes (X) | $1,934,368 | $0 | $5,125,197 | |
| R S EDWARDS DIRECTOR VP | ||||||||
| OF INVESTMENT (EXITED 12/17) | 40.00 | 0.00 | Yes (X) | Yes (X) | $1,026,403 | $0 | $2,382,553 | |
| J M WILLIAMS | ||||||||
| DIRECTOR, V.P. OF ADMINISTRATION | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AS JAHN TREASURER UNTIL | ||||||||
| 12/17), PRESIDENT (SINCE 12/17) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| K D FAST | ||||||||
| COMPTROLLER & ASSIST. SECRETARY | 5.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| G W WALSH | ||||||||
| DIRECTOR & ASSIST. SECRETARY) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WPHINCKLEY DIRECTOR ENTERED | ||||||||
| 06/17), V.P.OF INVEST. (SINCE 12/17) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RT GARRETSON | ||||||||
| DIRECTOR (ENTERED 06/17) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| D R HOFFNER GENERAL COUNSEL | ||||||||
| ASSIST. SECRETARY (EXITED 12/17) | 40.00 | 0.00 | Yes (X) | $492,697 | $0 | $1,141,170 | ||
| AT CICCHINO SECRETARY | ||||||||
| GENERAL COUNSEL (ENTERED 12/17) | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| R A FINK | ||||||||
| SENIOR SECURITIES TRADER | 40.00 | 0.00 | $2,372,201 | $0 | $577,922 | Yes (X) | ||
| T J MCGLINN | ||||||||
| INVESTMENT ANALYST | 40.00 | 0.00 | $619,693 | $0 | $187,148 | Yes (X) | ||
| A E WHEATON | ||||||||
| INVESTMENT MANAGER | 40.00 | 0.00 | $581,430 | $0 | $1,517,036 | Yes (X) | ||
| R A FISHER | ||||||||
| INVESTMENT ANALYST | 40.00 | 0.00 | $573,786 | $0 | $169,075 | Yes (X) | ||
| H V MAMELAK | ||||||||
| INVESTMENT ANALYST | 40.00 | 0.00 | $562,975 | $0 | $196,426 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,163,553 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,296,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 350 PARK EAT LLC | |||||
| PO BOX 371486 | PITTSBURGH | PA | 152507486 | CONSULTING | $2,641,048 |
| CONDUENT HR CONSULTING LLC | |||||
| PO BOX 202617 | DALLAS | TX | 753202617 | CUSTODIAL | $763,930 |
| BLOOMBERG FINANCE LP | |||||
| 731 LEXINGTON AVENUE | NEW YORK | NC | 10022 | CONSULTING | $433,276 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 600 GRANT STREET STE 5200 | PITTSBURGH | PA | 15219 | CONSULTING | $409,425 |
| XEROX HR SOLUTIONS LP | |||||
| 45 GLOVER AVENUE | NORWALK | CT | 068564505 | CONSULTING, PRINTING | $407,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EXP.RMBR FROM PENSION TRUSTS | 525110 | $33,187,698 | $33,187,698 |
| EXP.RMBR FROM EMPLOYING COMPANIES | 525110 | $8,610,553 | $8,610,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,798,251 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,798,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,798,251 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,102,389 | TotalAmt |
| Program Services | $12,102,389 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,138,692 | TotalAmt |
| Program Services | $1,138,692 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,695 | TotalAmt |
| Program Services | $911,695 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,356 | TotalAmt |
| Program Services | $714,356 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,872 | TotalAmt |
| Program Services | $740,872 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,127 | TotalAmt |
| Program Services | $292,127 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,222 | TotalAmt |
| Program Services | $575,222 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,461 | TotalAmt |
| Program Services | $281,461 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,353 | TotalAmt |
| Program Services | $376,353 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200,377 | TotalAmt |
| Program Services | $3,200,377 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,874 | TotalAmt |
| Program Services | $60,874 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,990 | TotalAmt |
| Program Services | $2,990 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,471 | TotalAmt |
| Program Services | $136,471 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PBGC PREMIUM | $18,251,997 | $18,251,997 |
| OUTSIDE CONSULTANTS | $1,198,597 | $1,198,597 |
| SECURITY TICKER & NEWS | $1,066,543 | $1,066,543 |
| CUSTODIAN/TRUSTEE FEES | $437,595 | $437,595 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,640 | TotalAmt |
| Program Services | $309,640 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,798,251 | TotalAmt |
| Program Services | $41,798,251 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,188 | BOYAmt |
| EOY | $4,035,490 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,863,681 | BOYAmt |
| EOY | $20,471,361 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,835,869 | BOYAmt |
| EOY | $24,506,851 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,834,869 | BOYAmt |
| EOY | $23,505,851 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,834,869 | BOYAmt |
| EOY | $23,505,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,000 | BOYAmt |
| EOY | $1,001,000 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,001,000 | BOYAmt |
| EOY | $1,001,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,835,869 | BOYAmt |
| EOY | $24,506,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $0 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | Yes (1) | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| W DONOVAN DIRECTOR | ||||||||||||||
| PRESIDENT (EXITED 12/17) | $455,460 | $0 | $450,500 | $0 | $1,028,408 | $0 | $5,072,974 | $0 | $52,223 | $0 | $7,059,565 | $0 | $0 | $0 |
| R S EDWARDS DIRECTOR VP | ||||||||||||||
| OF INVESTMENT (EXITED 12/17) | $402,080 | $0 | $356,000 | $0 | $268,323 | $0 | $2,334,950 | $0 | $47,603 | $0 | $3,408,956 | $0 | $0 | $0 |
| D R HOFFNER GENERAL COUNSEL | ||||||||||||||
| ASSIST. SECRETARY (EXITED 12/17) | $216,613 | $0 | $180,000 | $0 | $96,084 | $0 | $1,097,528 | $0 | $43,642 | $0 | $1,633,867 | $0 | $0 | $0 |
| R A FINK | ||||||||||||||
| SENIOR SECURITIES TRADER | $348,081 | $0 | $323,000 | $0 | $1,701,120 | $0 | $540,856 | $0 | $37,066 | $0 | $2,950,123 | $0 | $0 | $0 |
| T J MCGLINN | ||||||||||||||
| INVESTMENT ANALYST | $261,042 | $0 | $235,000 | $0 | $123,651 | $0 | $148,897 | $0 | $38,251 | $0 | $806,841 | $0 | $0 | $0 |
| A E WHEATON | ||||||||||||||
| INVESTMENT MANAGER | $230,595 | $0 | $294,000 | $0 | $56,835 | $0 | $1,483,399 | $0 | $33,637 | $0 | $2,098,466 | $0 | $0 | $0 |
| R A FISHER | ||||||||||||||
| INVESTMENT ANALYST | $251,862 | $0 | $176,000 | $0 | $145,924 | $0 | $131,909 | $0 | $37,166 | $0 | $742,861 | $0 | $0 | $0 |
| H V MAMELAK | ||||||||||||||
| INVESTMENT ANALYST | $242,316 | $0 | $195,000 | $0 | $125,659 | $0 | $146,400 | $0 | $50,026 | $0 | $759,401 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TAX COMPLIANCE AND FINANCIAL PLANNING SERVICES WERE PROVIDED TO W. DONOVAN. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION ON HIS 2017 FORM W-2. |
| PART I, LINES 4B-C | W. DONOVAN: RECEIVED EQUITY-BASED COMPENSATION - $810,680 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $4,106,657 EXERCISED A STOCK OPTION - $89,993 R. S. EDWARDS: RECEIVED EQUITY-BASED COMPENSATION - $69,112 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $1,789,433 EXERCISED A STOCK OPTION - $168,920 D. R. HOFFNER: RECEIVED EQUITY-BASED COMPENSATION - $50,953 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $101,275 EXERCISED A STOCK OPTION - $44,634 R. A. FINK: RECEIVED EQUITY-BASED COMPENSATION - $64,690 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $2,588,701 T. J. MCGLINN: RECEIVED EQUITY-BASED COMPENSATION - $84,039 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $5,311 EXERCISED A STOCK OPTION - $23,886 A. E. WHEATON: RECEIVED EQUITY-BASED COMPENSATION - $44,228 ACCRUED BENEFITS AS A PARTICIPANT IN SUPPLEMENTAL NQ RETIREMENT PLANS - $1,007,066 R. A. FISHER: RECEIVED EQUITY-BASED COMPENSATION - $74,510 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $4,064 EXERCISED A STOCK OPTION - $62,710 H. V. MAMELAK: RECEIVED EQUITY-BASED COMPENSATION - $82,055 ACCRUED BENEFITS AS A PARTICIPANT IN A SUPPLEMENTAL NQ RETIREMENT PLAN - $4,367 EXERCISED A STOCK OPTION - $28,519 |
| PART I, LINE 7 | W. DONOVAN, L. G. CLARK, R. S. EDWARDS, D.R. HOFFNER, R. A. FINK, T. J. MCGLINN, A. E. WHEATON, R. A. FISHER, H. V. MAMELAK RECEIVED BONUSES BASED ON PERFORMANCE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE CHARTER OF UCF ESTABLISHES THE ADMINISTRATION COMMITTEE AND THE INVESTMENT COMMITTEE, WHICH HAVE DELEGATED AUTHORITY TO MAKE ADMINISTRATION AND INVESTMENT DECISIONS, RESPECTIVELY, FOR UCF. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE AFFAIRS OF UCF ARE MANAGED BY A BOARD OF DIRECTORS, EACH OF WHOM ARE MEMBERS OF UCF. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE OFFICERS AND DIRECTORS OF UCF ELECT THE NEW MEMBERS OF THE BOARD OF DIRECTORS, WHICH IS UCF'S GOVERNING BODY. FORM 99, PART VI, SECTION A, LINE 9: SEE SCHEDULE O, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY THE TAX DIVISION OF UNITED STATES STEEL CORPORATION. PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE, FORM 990 IS REVIEWED AND APPROVED BY THE UCF GENERAL COUNSEL AND THE UCF PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE UCF GENERAL COUNSEL IS THE CHIEF COMPLIANCE OFFICER FOR THE ORGANIZATION. WITHIN EACH PHYSICAL LOCATION, THERE RESIDES A DEPUTY COMPLIANCE OFFICER, WHO IS RESPONSIBLE FOR MONITORING COMPLIANCE WITHIN THE LOCATION, AND COMMUNICATING WITH THE GENERAL COUNSEL. ALL EMPLOYEES ARE REQUIRED TO ATTEST TO AN ANNUAL AFFIRMATION OF COMPLIANCE, INCLUDING A DISCLOSURE OF ANY POTENTIAL CONFLICT OF INTEREST. GIFTS AND ENTERTAINMENT ARE SUBJECT TO REPORTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR ALL OFFICERS, KEY AND HIGHLY COMPENSATED EMPLOYEES COMPARABLE COMPENSATION INFORMATION IS PROVIDED BY INDEPENDENT SOURCES ANNUALLY AND COMPENSATION IS REVIEWED AND APPROVED BY NON-EMPLOYEE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST TO THE EXTENT SUCH INSPECTION IS REQUIRED BY LAW. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES STEEL CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251897152 | EIN |
| Primary Activities | MANUFACTURING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |