KATHERINE MABIS MCKENNA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KATHERINE MABIS MCKENNA FOUNDATION INC (EIN 23-7042752)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349103763
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T18:30:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251467156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 GRANT STREET SUITE 450 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237042752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE MABIS MCKENNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 7245376900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 186 | AddressLine1Txt |
| City | LATROBE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15650 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA M BOXX | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7245376900 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLEY A MILLER | PreparerPersonNm |
| PTIN | P01324554 | PTIN |
| Phone | 4122812025 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,292,390 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,948,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,028,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,059,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,175,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,004,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,008,306 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,033,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,703 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $247,703 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,566 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $57,566 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,595 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,595 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,441 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,441 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $370,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $370,051 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $185 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $3,416 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $108,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,843 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,980 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,980 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,992 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,992 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,161 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,373 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $924,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $431,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $468,678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,378,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,378,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,302,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $431,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,846,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,706,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,601,847 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,824 | CashBOYAmt |
| Cash EOY | $95,313 | CashEOYAmt |
| Cash EOYFMV | $95,313 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,685,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,305,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,305,895 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $91,458,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $95,891,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $95,891,182 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $93,221,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,292,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,292,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $93,221,473 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,292,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,221,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,292,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,221,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,292,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,221,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,706,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,364,800 | OtherIncreasesAmt |
| Subtotal | $99,292,390 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,292,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $38,494,004 | $33,129,849 | $5,364,155 | $5,364,155 |
| BNY MELLON (CGD) | P | $668,710 | $668,710 | $668,710 | |
| FLOWTHROUGH FROM PARTNERSHIPS | P | -$41,490 | -$41,490 | ||
| BNY MELLON (CLASS ACTION PROCEEDS) | P | $12,995 | $12,995 | $12,995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,004,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,666 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $105,666 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $105,666 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,726 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $137,726 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,060 | OverpaymentAmt |
| Applied To ES Tax | $32,060 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELE GORNICK | IndividualWithBooksNm |
| Phone | 7245376900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 186 | AddressLine1Txt |
| City | LATROBE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BNY MELLON STATEMENT 7 | ||||||||
| PO BOX 185 | PITTSBURGH | PA | 15230 | CORPORATE TRUSTEE | 40.00 | $0 | $0 | $0 |
| LINDA MCKENNA BOXX | ||||||||
| PO BOX 186 | LATROBE | PA | 15650 | CHAIRMAN | 40.00 | $183,685 | $41,999 | $0 |
| NATHAN M BOXX | ||||||||
| PO BOX 186 | LATROBE | PA | 15650 | TREASURER | 0.50 | $0 | $0 | $0 |
| ZAN MCKENNA RICH | ||||||||
| PO BOX 186 | LATROBE | PA | 15650 | VICE CHAIRMAN | 30.00 | $64,018 | $30,032 | $0 |
| MARION WARZEL | ||||||||
| PO BOX 186 | LATROBE | PA | 15650 | SECRETARY | 0.50 | $0 | $0 | $0 |
| PETER M BOXX | ||||||||
| PO BOX 186 | LATROBE | PA | 15650 | DIRECTOR | 0.50 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE M GORNICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 186 | AddressLine1Txt |
| City | LATROBE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 26.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,566 | CompensationAmt |
| Employee Benefits | $17,564 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY MELLON | |||||
| ONE MELLON BANK CENTER 39TH FLOOR | PITTSBURGH | PA | 15258 | INVESTMENT SERVICES | $267,591 |
| GUYASUTA | |||||
| 285 KAPPA DRIVE SUITE 220 | PITTSBURGH | PA | 15238 | INVESTMENT SERVICES | $102,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,476,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,693,843 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,170,727 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,170,727 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,502,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,668,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,933,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,933,408 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,666 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,666 | TotalTaxAmt |
| Distributable Before Adj | $4,827,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,827,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,827,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,846,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,846,678 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,827,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,928 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,846,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,827,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,864 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,928 | ExcessFromYear2Amt |
| Excess From Current Year | $18,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDA M BOXX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 186 | AddressLine1Txt |
| City | LATROBE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15650 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7245376900 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDED UPON INITIAL CONTACT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1901 CHURCH INC THE STEEPLE PROJECT | |||||||
| 913 LINA STREET | JOHNSTOWN | PA | 15902 | PC | CAPITAL SUPPORT | $69,000 | |
| ADELPHOI INC | |||||||
| 354 MAIN STREET | LATROBE | PA | 15650 | PC | CAPITAL SUPPORT | $195,000 | |
| ALLEGHENY COUNTY PARKS FOUNDATION | |||||||
| 675 OLD FRANKSTOWN RD | PITTSBURGH | PA | 15239 | PC | GENERAL SUPPORT | $25,000 | |
| ALLEGHENY LAND TRUST | |||||||
| 416 THORN STREET | SEWICKLEY | PA | 15143 | PC | PROPERTY ACQUISITION | $25,000 | |
| AMERICAN RED CROSS | |||||||
| 351 HARVEY AVE SUITE B | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $47,500 | |
| ASSOCIATION OF INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| 101 NORTH FRONT STREET | HARRISBURG | PA | 17101 | PC | GENERAL SUPPORT | $10,000 | |
| BIG BROTHERS BIG SISTERS | |||||||
| 106 NORTH MAIN STREET | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $30,000 | |
| BIKE PITTSBURGH INC | |||||||
| 188 43RD STREET | PITTSBURGH | PA | 15201 | PC | GENERAL SUPPORT | $30,000 | |
| BOTANICAL SOCIETY OF WESTMORELAND COUNTY | |||||||
| 1170 BAILEY FARM ROAD | GREENSBURG | PA | 15601 | NC | GENERAL SUPPORT | $2,000 | |
| BOY SCOUTS OF AMERICA | |||||||
| 2 GARDEN CENTER DRIVE | GREENSBURG | PA | 15601 | PC | CAPITAL SUPPORT | $12,150 | |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | PC | SCHOLARSHIPS | $10,000 | |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | PC | INTERNSHIPS | $44,000 | |
| BUSHY RUN BATTLEFIELD | |||||||
| PO BOX 468 | HARRISON CITY | PA | 15636 | PC | GENERAL SUPPORT | $10,000 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | |||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | PC | GENERAL SUPPORT | $37,500 | |
| COMMUNITY CENTER INC OF WEST FAIRFIELD | |||||||
| PO BOX 109 | NEW FLORENCE | PA | 15944 | PC | CAPITAL SUPPORT | $15,000 | |
| FOOD21 OF PENNSYLVANIA | |||||||
| 625 ALLEGHENY AVENUE | OAKMONT | PA | 15139 | PC | GENERAL SUPPORT | $95,000 | |
| FORT LIGONIER ASSOCIATION | |||||||
| 216 SOUTH MARKET STREET | LIGONIER | PA | 15658 | PC | GENERAL SUPPORT | $55,000 | |
| FORT LIGONIER ASSOCIATION | |||||||
| 216 SOUTH MARKET STREET | LIGONIER | PA | 15658 | PC | GENERAL SUPPORT | $4,000 | |
| FORT LIGONIER DAYS INC | |||||||
| PO BOX 528 | LIGONIER | PA | 15658 | PC | GENERAL SUPPORT | $6,500 | |
| GARDEN CLUB OF MCKEESPORT | |||||||
| 1400 PIN OAK DRIVE | MCKEESPORT | PA | 15132 | PC | GENERAL SUPPORT | $5,000 | |
| GIRL SCOUTS OF WESTERN PENNSYLVANIA | |||||||
| 503 MARTINDALE ST STE 500 | PITTSBURGH | PA | 15212 | PC | CAPITAL SUPPORT | $17,500 | |
| GOODWILL INDUSTRIES OF PITTSBURGH | |||||||
| ROBERT S FOLTZ BUILDING 118 52ND | PITTSBURGH | PA | 15201 | PC | GENERAL SUPPORT | $5,000 | STREET |
| GREATER LATROBE PARKS & RECREATION | |||||||
| PO BOX 307 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $40,000 | |
| GREATER LATROBE PARKS & RECREATION | |||||||
| PO BOX 307 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $15,000 | |
| GREATER LATROBE PARTNERS IN EDUCATION FOUNDATION | |||||||
| 1816 LINCOLN AVENUE | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $10,000 | |
| GREENSBURG ENGINE COMPANY #6 | |||||||
| 542 WEST OTTERMAN ST | GREENSBURG | PA | 15601 | PC | EQUIPMENT | $3,400 | |
| GREENSBURG GARDEN CENTER | |||||||
| 951 OLD SALEM ROAD | GREENSBURG | PA | 15601 | PC | CAPITAL SUPPORT | $8,350 | |
| GREENSBURG GARDEN CENTER | |||||||
| 951 OLD SALEM ROAD | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $2,500 | |
| LATROBE AREA HISTORICAL SOCIETY | |||||||
| 416 WELDON ST PO BOX 266 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $5,000 | |
| LATROBE AREA HOSPITAL AID SOCIETY | |||||||
| ONE MELLON WAY | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $1,000 | |
| LATROBE ART CENTER | |||||||
| 819 LIGONIER STREET | LATROBE | PA | 15650 | PC | CAPITAL SUPPORT | $35,000 | |
| LATROBE COMMUNITY REVITALIZATION PROGRAM INC | |||||||
| 816 LIGONIER ST STE 409 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $93,000 | |
| LATROBE COMMUNITY REVITALIZATION PROGRAM INC | |||||||
| 816 LIGONIER ST STE 409 | LATROBE | PA | 15650 | PC | CAPITAL SUPPORT | $80,000 | |
| LATROBE COMMUNITY REVITALIZATION PROGRAM INC | |||||||
| 816 LIGONIER ST STE 409 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $103,500 | |
| LATROBE COMMUNITY REVITALIZATION PROGRAM INC | |||||||
| 816 LIGONIER ST STE 409 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $20,000 | |
| LATROBE COMMUNITY REVITALIZATION PROGRAM INC | |||||||
| 816 LIGONIER ST STE 409 | LATROBE | PA | 15650 | PC | PROPERTY ACQUISITION | $40,000 | |
| LATROBE FOUNDATION | |||||||
| PO BOX 110 | LATROBE | PA | 15650 | PC | PROGRAM SUPPORT | $10,000 | |
| LATROBE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 172 | LATROBE | PA | 15650 | NC | GENERAL SUPPORT | $5,000 | |
| LATROBE VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 172 | LATROBE | PA | 15650 | NC | GENERAL SUPPORT | $5,000 | |
| LAUREL FAITH IN ACTIONLAUREL AREA INTERFAITH VOLUNTEER CAREGIVERS | |||||||
| 428 MAIN ST PO BOX 854 | LATROBE | PA | 15650 | PC | GENERAL SUPPORT | $15,000 | |
| LIGONIER VALLEY HISTORICAL SOCIETY | |||||||
| PO BOX 167 | LIGONIER | PA | 15658 | PC | GENERAL SUPPORT | $5,000 | |
| LIGONIER VALLEY LIBRARY | |||||||
| 120 WEST MAIN STREET | LIGONIER | PA | 15658 | PC | GENERAL SUPPORT | $15,000 | |
| LIGONIER VALLEY RAIL ROAD ASSOCIATION | |||||||
| PO BOX 21 | LIGONIER | PA | 15658 | PC | CAPITAL SUPPORT | $10,000 | |
| LIGONIER VALLEY YMCA | |||||||
| 110 W CHURCH STREET | LIGONIER | PA | 15658 | PC | CAPITAL SUPPORT | $250,000 | |
| LOYALHANNA WATERSHED ASSOCIATION | |||||||
| 110 ANDI LANE | LIGONIER | PA | 15658 | PC | GENERAL SUPPORT | $22,000 | |
| LOYALHANNA WATERSHED ASSOCIATION | |||||||
| 110 ANDI LANE | LIGONIER | PA | 15658 | PC | INTERNSHIPS | $25,000 | |
| PA ASSOCIATION OF THE BLIND WESTMORELAND COUNTY BRANCH | |||||||
| 911 SOUTH MAIN STREET | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $25,000 | |
| PENNSYLVANIA CROSS COUNTRY SKIERS ASSOCIATION | |||||||
| 309 W MARION STREET | MUNHALL | PA | 15120 | PC | EQUIPMENT | $14,000 | |
| PENNSYLVANIA ENVIRONMENTAL COUNCIL | |||||||
| 810 RIVER AVE SUITE 201 | PITTSBURGH | PA | 15212 | PC | GENERAL SUPPORT | $9,200 | |
| PENNSYLVANIA PARKS & FORESTS FOUNDATION | |||||||
| 704 LISBURN ROAD SUITE 102 | CAMP HILL | PA | 17011 | PC | CAPITAL SUPPORT | $91,400 | |
| REDEVELOPMENT AUTHORITY OF WESTMORELAND COUNTY | |||||||
| 40 N PENNSYLVANIA AVE 5TH FLOOR | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $6,000 | SUITE 520 |
| REGIONAL TRAIL CORPORATION | |||||||
| PO BOX 95 | WEST NEWTON | PA | 15089 | PC | EQUIPMENT | $28,500 | |
| RIVER CITY BRASS BAND | |||||||
| 500 GRANT STREET SUITE 2720 | PITTSBURGH | PA | 15219 | PC | GENERAL SUPPORT | $7,500 | |
| SETON HILL UNIVERSITY | |||||||
| ONE SETON HILL DRIVE | GREENSBURG | PA | 15601 | PC | CAPITAL SUPPORT | $1,000,000 | |
| STAGE RIGHT SCHOOL FOR THE PERFORMING ARTS & PROFESSIONAL THEATER COMPANY | |||||||
| 105 W 4TH STREET | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $2,500 | |
| TOUCHSTONE CENTER FOR CRAFTS | |||||||
| 1049 WARTON FURNACE RD | FARMINGTON | PA | 15437 | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF PITTSBURGHUNIVERSITY LIBRARY SYSTEM | |||||||
| 245 HILLMAN LIBRARY | PITTSBURGH | PA | 15260 | PC | GENERAL SUPPORT | $15,000 | |
| WEEDERS & SEEDERS GARDEN CLUB OF LIGONIER | |||||||
| 224 EAST MAIN STREET | LIGONIER | PA | 15658 | NC | LANDSCAPE PROJECT | $16,500 | |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | PC | INTERNSHIPS | $25,000 | |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | PC | GENERAL SUPPORT | $150,000 | |
| WESTMORELAND CHAMBER OF COMMERCE | |||||||
| 241 TOLLGATE ROAD | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $10,000 | |
| WESTMORELAND COUNTY ARTS & HERITAGE FESTIVAL | |||||||
| TWIN LAKES ROAD | GREENSBURG | PA | 15601 | NC | GENERAL SUPPORT | $10,000 | |
| WESTMORELAND COUNTY COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC | |||||||
| 145 PAVILION LANE | YOUNGWOOD | PA | 15697 | SO III FI | LPN PROGRAM | $367,500 | |
| WESTMORELAND COUNTY DEPARTMENT OF HUMAN SERVICES | |||||||
| 2 NORTH MAIN ST SUITE 107 | GREENSBURG | PA | 15601 | GOV | GENERAL SUPPORT | $50,000 | |
| WESTMORELAND COUNTY FOOD BANK | |||||||
| 100 DEVONSHIRE DRIVE | DELMONT | PA | 15626 | PC | GENERAL SUPPORT | $10,000 | |
| WESTMORELAND CULTURAL TRUST | |||||||
| 102 N MAIN ST STE 232 | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $120,000 | |
| WESTMORELAND CULTURAL TRUST | |||||||
| 102 N MAIN ST STE 232 | GREENSBURG | PA | 15601 | PC | CAPITAL SUPPORT | $75,000 | |
| WESTMORELAND CULTURAL TRUST | |||||||
| 102 N MAIN ST STE 232 | GREENSBURG | PA | 15601 | PC | CAPITAL SUPPORT | $361,000 | |
| WESTMORELAND LAND TRUST | |||||||
| 218 DONOHOE ROAD | GREENSBURG | PA | 15601 | PC | PROPERTY ACQUISITION | $260,000 | |
| WESTMORELAND MUSEUM OF AMERICAN ART | |||||||
| 221 NORTH MAIN STREET | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $115,000 | |
| WESTMORELAND MUSEUM OF AMERICAN ART | |||||||
| 221 NORTH MAIN STREET | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $10,000 | |
| WESTMORELAND SYMPHONY ORCHESTRA | |||||||
| 951 OLD SALEM ROAD | GREENSBURG | PA | 15601 | PC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,378,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,948,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,059,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,008,306 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,008,306 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,441 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,441 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VII, LINE 1 COLUMN (B) | FormAndLineReferenceDesc |
| Medium Explanation | BNY MELLON SERVES AS CORPORATE TRUSTEE AND ALSO PROVIDES INVESTMENT MANAGEMENT SERVICES. BNY MELLON RECEIVES NO COMPENSATION FOR CORPORATE TRUSTEE SERVICES AND RECEIVES $267,591 TO PROVIDE INVESTMENT MANAGEMENT SERVICES. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BNY MELLON - TAXABLE INDIVIDUAL SECURITIES | FMV | $15,549,975 | $15,549,975 |
| BNY MELLON - TAXABLE POOLED VEHICLE | FMV | $514,055 | $514,055 |
| BNY MELLON - HIGH YIELD POOLED VEHICLE | FMV | $2,097,376 | $2,097,376 |
| BNY MELLON - EMERGING MARKETS POOLED VEHICLE | FMV | $717,113 | $717,113 |
| BNY MELLON - U.S. LARGE CAP | FMV | $53,514,756 | $53,514,756 |
| BNY MELLON - U.S. MID CAP | FMV | $5,652,399 | $5,652,399 |
| BNY MELLON - U.S. SMALL CAP | FMV | $2,799,463 | $2,799,463 |
| BNY MELLON - DEVELOPED INTERNATIONAL | FMV | $9,762,889 | $9,762,889 |
| BNY MELLON - EMERGING MARKETS | FMV | $3,759,165 | $3,759,165 |
| BNY MELLON - MISC OTHER | FMV | $25,520 | $25,520 |
| BNY MELLON - ALTERNATIVE INVESTMENTS | FMV | $1,490,971 | $1,490,971 |
| FOREVER, INC. COMMON STOCK | FMV | $7,500 | $7,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CLEANING SERVICE | $1,115 | $0 | $1,115 |
| EQUIPMENT | $1,028 | $0 | $1,028 |
| MAINTENANCE CONTRACTS | $210 | $0 | $210 |
| DUES/PERIODICALS | $373 | $0 | $373 |
| OFFICE INSURANCE | $1,909 | $0 | $1,909 |
| TELEPHONE/INTERNET | $2,948 | $0 | $2,948 |
| POSTAGE | $385 | $0 | $385 |
| SUPPLIES | $658 | $0 | $658 |
| MISCELLANEOUS | $1,351 | $0 | $1,351 |
| PARTNERSHIP EXPENSE | $0 | $25,161 | $0 |
| GIFTS | $50 | $0 | $50 |
| LEASE | $20 | $0 | $20 |
| ADR FEES | $326 | $0 | $326 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,364,800 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $370,051 | $370,051 | $0 |
| GOVERNMENT FEES | $185 | $0 | $185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $81,000 | $0 | $0 |
| PAYROLL TAXES | $22,843 | $0 | $22,843 |
| FOREIGN TAXES | $4,460 | $32,787 | $0 |