RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201811359349101346
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T10:27:10-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251502921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROSCH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 HOLIDAY DR STE 105 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152202846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256619892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O C ANDREW RUSSELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 4125621700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RIVER AVE 3RD FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA K RUSSELL | PersonNm |
| Person Title | TRUSTEE/MGR | PersonTitleTxt |
| Phone | 4125621700 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN MILTON | PreparerPersonNm |
| PTIN | P01224971 | PTIN |
| Phone | 4124584900 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $539,688 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $35,474 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,932 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,910 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,879 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $173 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $173 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $179 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $4,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,670 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $37,364 | AcctRcvblBOYAmt |
| Pledges Rcvbl | $7,500 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $7,500 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $7,500 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $441,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $502,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $502,518 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $7,321 | LandEOYAmt |
| Total Assets BOY | $482,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $547,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $539,688 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,817 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,262 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,262 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $463,414 | UnrestrictedBOYAmt |
| Unrestricted EOY | $495,058 | UnrestrictedEOYAmt |
| Temporarily Restricted EOY | $28,689 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $523,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $482,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $547,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $54,848 | OtherIncreasesAmt |
| Subtotal | $523,747 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $523,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,932 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $438,067 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,362 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $449,537 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,728 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $496,564 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.168615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,540 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $487,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072850 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,045 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $431,084 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099853 | DistributionYr5Rt |
| Total Distribution | 0.518894 | TotalDistributionRt |
| Average Distribution | 0.103779 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $486,148 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $50,452 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $69 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,521 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,683 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $138 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $138 | SubtotalAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $177 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $177 | TotalPaymentsAndCreditsAmt |
| Overpayment | $39 | OverpaymentAmt |
| Applied To ES Tax | $39 | 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 |
| Individual With Books | CYNTHIA K RUSSELL | IndividualWithBooksNm |
| Phone | 4125621700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 GLEN ABBEY COURT | AddressLine1Txt |
| City | PRESTO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| C ANDREW RUSSELL | ||||||||
| 600 RIVER AVENUE 3RD FLOOR | PITTSBURGH | PA | 15212 | TRUSTEE/MGR | 0.25 | $0 | $0 | $0 |
| ANDREW K RUSSELL | ||||||||
| 3737 SW CASCADE TERRACE | PORTLAND | OR | 97205 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| AMY R ZEMPER | ||||||||
| 7676 GLANMORE COURT | DUBLIN | OH | 43017 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CYNTHIA K RUSSELL | ||||||||
| 230 GLEN ABBEY COURT | PRESTO | PA | 15142 | TRUSTEE/MGR | 7.00 | $0 | $0 | $0 |
| FRITZ HEINEMANN | ||||||||
| 1000 BUFFALO ROAD | LEWISBURG | PA | 17837 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $472,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,551 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $493,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $24,169 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,169 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,169 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,683 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,683 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,169 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,979 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,673 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,104 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,937 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,856 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,549 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,683 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,169 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,514 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,063 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,979 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $123,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,673 | ExcessFromYear4Amt |
| Excess From Year3 | $59,104 | ExcessFromYear3Amt |
| Excess From Year2 | $21,937 | ExcessFromYear2Amt |
| Excess From Year1 | $12,856 | ExcessFromYear1Amt |
| Excess From Current Year | $17,514 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C ANDREW RUSSELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 RIVER AVENUE 3RD FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4125621700 | RecipientPhoneNum |
| Recipient Email Address | RUSSELL@LIBERTYTIRE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SELINSGROVE AREA COMMUNITY FD | |||||||
| 725 WEST FRONT STREET | BERWICK | PA | 18603 | NONE | CHARITY | DONATION | $300 |
| TASTE OF THE NFL | |||||||
| 5100 EDEN AVENUE | EDINA | MN | 55436 | NONE | CHARITY | DONATION | $2,500 |
| HOMELESS CHILDREN'S EDUCATION FUND | |||||||
| 1901 CENTRE AVE | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $1,700 |
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $21,660 |
| ST JUDE RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | DONATION | $200 |
| PAWS FOR PURPLE HEARTS | |||||||
| 5860 LABATH AVE | ROHNERT PARK | CA | 94928 | NONE | CHARITY | DONATION | $100 |
| THE PITTSBURGH FOUNDATION | |||||||
| 5 PPG PLACE STE 250 | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $500 |
| NFCA | |||||||
| P O BOX 14185 | PITTSBURGH | PA | 15239 | NONE | CHARITY | DONATION | $250 |
| TC OPEN - MAKE A WISH FD | |||||||
| 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $1,000 |
| PITTSBURGH SYMPHONY | |||||||
| 600 PENN AVE | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $300 |
| WILBUR R TROSCH FOUNDATION | |||||||
| 750 HOLIDAY DRIVE STE 105 | PITTSBURGH | PA | 15220 | NONE | CHARITY | DONATION | $500 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $4,200 |
| CANCER CARING CENTER | |||||||
| 4117 LIBERTY AVE | PITTSBURGH | PA | 15224 | NONE | CHARITY | DONATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,710 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,967 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,890 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,868 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,868 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 4 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 8 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MISC CONTRIBUTORS 5000 | ||||||
| 1 | VARIOUS | PITTSBURGH | PA | 15222 | $10,474 | Yes (X) |
| PA SPORTS HALL OF FAME WESTERN CHAPT | ||||||
| 2 | 4307 TROUTHAVEN DR | MURRYSVILLE | PA | 15668 | $5,000 | Yes (X) |
| JAMES G APPLE | ||||||
| 3 | 1004 WENDING WAY | LEWISBURG | PA | 17837 | $5,000 | Yes (X) |
| FIRST NATIONAL BANK OF PENNSYLVANIA | ||||||
| 4 | ONE FNB BLVD | HERMITAGE | PA | 16148 | $15,000 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COPIER | PropertyDesc |
| Acquired | 2017-10-24 | AcquiredDt |
| Cost Or Other Basis | $7,500 | CostOrOtherBasisAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 7.0000 | LifeRt |
| Current Year Expense | $179 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $67,480 | GrossSalesPriceAmt |
| Basis | $62,522 | BasisAmt |
| Total Net | $4,958 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SOUND POINT FLTG RT | $7,453 | $7,453 |
| DFA INVESTMENT GRADE | $21,913 | $21,913 |
| DFA WORLD EX US GOVT | $7,365 | $7,365 |
| DFA GLOBAL REAL ESTATE SECURITIES | $18,820 | $18,820 |
| ISHARES CORE US AGGREGATE BOND ETF | ||
| ISHARES ETF MSCI FRONTIER 100 FUND | $20,527 | $20,527 |
| ISHARES TR TIPS BOND ETF | $7,105 | $7,105 |
| LJM PRESERVATION & GROWTH FUND | $43,368 | $43,368 |
| OPPENHEIMER STEEL PATH | $31,453 | $31,453 |
| POWERSHARES PREFERRED PORTFOLIO | $11,460 | $11,460 |
| POWERSHARES QQQ TRUST SER 1 | $51,082 | $51,082 |
| SPDR BLMBRG BARCLAYS HI YLD BD ETF | $29,121 | $29,121 |
| VANGUARD FTSE ETF DEVELOPED MARKETS | $66,717 | $66,717 |
| VANGUARD FTSE EMERGING MARKETS | $287 | $287 |
| VANGUARD GROWTH | $45,942 | $45,942 |
| VANGUARD MID CAP | $68,743 | $68,743 |
| VANGUARD VALUE | $71,162 | $71,162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| MISCELLANEOUS | $182 | $182 |
| PROMOTIONAL MATERIALS | $939 | $939 |
| INSURANCE | $327 | $327 |
| RECEPTIONS | $2,646 | $2,646 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED APPREC IN INVESTMENTS | Desc |
| Amt | $54,848 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL AND ACCOUNTING | $5,879 | $3,000 | $2,879 |
| INVESTMENT ADVISOR FEES | $4,822 | $4,822 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| PA SPORTS HALL OF FAME WESTERN CHAP | |||
| 4307 TROUTHAVEN DRIVE | MURRYSVILLE | PA | 15668 |
| JAMES G APPLE | |||
| 1004 WENDING WAY | LEWISBURG | PA | 17837 |
| FIRST NATIONAL BANK OF PENNSYLVANIA | |||
| ONE FNB BLVD | HERMITAGE | PA | 16148 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES W/H ON DIVIDEND IN | CategoryTxt |
| Amt | $173 | Amt |
| Net Investment Income | $173 | NetInvestmentIncomeAmt |