THE COTTAGE BRIDGE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE COTTAGE BRIDGE FOUNDATION (EIN 20-8724288)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349101023
- 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
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T10:51:42-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251491692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & GRIGSBY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152223152 | 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 | 208724288 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COTTAGE BRIDGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COTT | BusinessNameControlTxt |
| Phone | 4125802303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LONGUEVUE DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15228 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J BLAIR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4125802303 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY M LENGYEL | PreparerPersonNm |
| PTIN | P00734474 | PTIN |
| Phone | 4122974621 | PhoneNum |
| 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 | $7,098,924 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $413,274 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $182 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $182 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $728,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,803,456 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $732,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,235,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $826,416 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,854 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,391 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,463 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,216 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,021 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,016 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,005 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $339,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $339,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $352,968 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $834,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $784,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $509 | CashBOYAmt |
| Cash EOY | $610 | CashEOYAmt |
| Cash EOYFMV | $610 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,726 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,379,809 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,135,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,967,588 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,432,813 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,267,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,098,924 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,432,813 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,267,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,432,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,267,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,432,813 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,267,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,432,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $834,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,267,162 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,267,162 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,592,254 | $1,071,086 | $521,168 | $521,168 | |
| CAPITAL GAINS DIVIDENDS | $211,202 | $211,202 | $211,202 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $732,370 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $264,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,939,974 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $215,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,771,821 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045163 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $259,741 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,113,778 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063139 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $219,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,474,833 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,386 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,910,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071951 | DistributionYr5Rt |
| Total Distribution | 0.296950 | TotalDistributionRt |
| Average Distribution | 0.059390 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,365,824 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $378,066 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $385,914 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $352,968 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,696 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIANNE BOKAN-BLAIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4125802303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 LONGUEVUE DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15228 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J BLAIR | ||||||||
| 60 LONGUEVUE DRIVE | PITTSBURGH | PA | 15228 | DIRECTOR, CHAIR, VP, TREAS | 1.00 | $0 | $0 | $0 |
| MARIANNE BOKAN-BLAIR | ||||||||
| 60 LONGUEVUE DRIVE | PITTSBURGH | PA | 15228 | DIRECTOR, VICE CHAIR, PRES | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,399,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,462,765 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,462,765 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,941 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,365,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $318,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $318,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,696 | TotalTaxAmt |
| Distributable Before Adj | $302,595 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $302,595 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $302,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $352,968 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $352,968 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $352,968 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,595 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,298 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,923 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,726 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $185,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $352,968 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,373 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $235,634 | 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 | $53,298 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,336 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,923 | ExcessFromYear4Amt |
| Excess From Year3 | $59,726 | ExcessFromYear3Amt |
| Excess From Year1 | $23,314 | ExcessFromYear1Amt |
| Excess From Current Year | $50,373 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID J BLAIR | ContributingManagerNm |
| Contributing Manager | MARIANNE BOKAN-BLAIR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA | |||||||
| 247 FORT PITT BOULEVARD | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL PURPOSES OF DONEE | $10,000 |
| AMERICAN FOUNDATION FOR SURGERY OF THE HAND | |||||||
| 822 W WASHINGTON BOULEVARD | CHICAGO | IL | 60607 | NONE | PC | OUTREACH FUND | $10,000 |
| ANDOVER NEWTON THEOLOGICAL SCHOOL | |||||||
| 210 HERRICK ROAD | NEWTON CENTRE | MA | 024592243 | NONE | PC | CAPITAL FUND $20,000; OPERATING FUND $7,500 | $27,500 |
| BLESSINGS IN A BACKPACK | |||||||
| 4121 SHELBYVILLE ROAD | LOUISVILLE | KY | 40207 | NONE | PC | TO FEED LOW-INCOME ELEMENTARY SCHOOL CHILDREN | $10,000 |
| COASTAL BEND FOOD BANK | |||||||
| 826 KRILL STREET | CORPUS CHRISTI | TX | 78408 | NONE | PC | HURRICANE HARVEY RELIEF | $5,000 |
| CONSTRUCTION JUNCTION | |||||||
| 214 N LEXINGTON STREET | PITTSBURGH | PA | 15208 | NONE | PC | SPONSORSHIP OF THE STEEL CITY BIG POUR FUNDRAISER | $3,500 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | SUPPORT FOR GUN VIOLENCE PREVENTION | $10,000 |
| FOUNDATION OF HOPE | |||||||
| 950 SECOND AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | INMATE COUNSELING AND TRAINING | $5,000 |
| GALVESTON COUNTY FOOD BANK | |||||||
| 624 4TH AVENUE NORTH | TEXAS CITY | TX | 77590 | NONE | PC | HURRICANE HARVEY RELIEF | $5,000 |
| GEORGE HW BUSH PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| PO BOX 14141 | COLLEGE STATION | TX | 778414141 | NONE | PC | ONE AMERICA APPEAL | $20,000 |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 5120 WOODWAY DR SUITE 6000 | HOUSTON | TX | 77056 | NONE | PC | HURRICANE HARVEY RELIEF FUND | $10,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 NORTH LINDEN STREET | DUQUESNE | PA | 15110 | NONE | PC | 2017 GIVING TUESDAY MATCH POOL | $7,500 |
| HAMPSHIRE COLLEGE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NONE | PC | UNDOCUMENTED STUDENT SCHOLARSHIP FUND | $25,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL STREET | HOUSTON | TX | 77029 | NONE | PC | HURRICANE HARVEY RELIEF | $5,000 |
| JEREMIAH'S PLACE | |||||||
| 6435 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL PURPOSES OF DONEE | $5,000 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 913 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | PC | GENERAL PURPOSES OF DONEE | $5,000 |
| MOTHERS2MOTHERS | |||||||
| 7441 W SUNSET BLVD SUITE 205 | LOS ANGELES | CA | 90046 | NONE | PC | TO PROVIDE HEALTH CARE TO WOMEN & CHILDREN OF SUB-SAHARAN AFRICA | $5,000 |
| PITTSBURGH CULTURAL TRUST | |||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | ANNUAL CAMPAIGN | $30,000 |
| SOCIETY FOR CONTEMPORARY CRAFT | |||||||
| 2100 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | PC | CRAFTING OUR FUTURE CAMPAIGN | $30,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSES OF DONEE | $10,000 |
| TEXAS DIAPER BANK | |||||||
| 5415 BANDERA RD SUITE 504 | SAN ANTONIO | TX | 78238 | NONE | PC | HURRICANE HARVEY DISASTER RELIEF | $5,000 |
| TEXAS ENVIRONMENTAL JUSTICE ADVOCACY SERVICES | |||||||
| 6731 HARRISBURG BLVD | HOUSTON | TX | 77011 | NONE | PC | HURRICANE HARVEY RELIEF | $2,500 |
| THE COMMUNITY FOUNDATION | |||||||
| SIX TOWER PLACE | ALBANY | NY | 12203 | NONE | PC | DRILLING FOR HOPE FUND | $10,000 |
| THE DENIS THEATRE FOUNDATION | |||||||
| 685 WASHINGTON ROAD | MT LEBANON | PA | 15228 | NONE | PC | REBUILD THE DENIS CAMPAIGN | $2,500 |
| THE MOONCATCHER PROJECT | |||||||
| PO BOX 9443 | SCHENECTADY | NY | 12309 | NONE | PC | GENERAL PURPOSES OF DONEE | $1,000 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | NONE | PC | DISASTER RELIEF FUND | $10,000 |
| WE CAN'T HAVE THAT FOUNDATION | |||||||
| 242 S WASHINGTON BLVD 135 | SARASOTA | FL | 34236 | NONE | PC | HURRICANE IRMA FARMWORKER RELIEF FUND | $20,000 |
| WESA FM PUBLIC RADIO | |||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | PC | LEADERSHIP CIRCLE SUPPORT | $15,000 |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | |||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NONE | PC | SHELTER FROM THE STORM CAPITAL CAMPAIGN | $20,000 |
| WYEP FM PUBLIC RADIO | |||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL PURPOSES OF DONEE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $339,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,864 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $728,515 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $822,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $822,561 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID J BLAIR AND MARIANNE BOKAN-BL | |||||||
| 1 | 60 LONGUEVUE DRIVE | PITTSBURGH | PA | 15228 | $112,854 | Yes (X) | |
| DAVID J BLAIR AND MARIANNE BOKAN-BLAIR | |||||||
| 2 | 60 LONGUEVUE DRIVE | PITTSBURGH | PA | 15228 | $110,150 | Yes (X) | |
| DAVID J BLAIR AND MARIANNE BOKAN-BLAIR | |||||||
| 3 | 60 LONGUEVUE DRIVE | PITTSBURGH | PA | 15228 | $190,270 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 5,000 SHS. WHEATON PRECIOUS METALS CORP. | $110,150 | 2017-12-22 |
| 3 | 3,059 SHS. AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 | $190,270 | 2017-12-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDAMENTAL INVESTORS FUND CL F2 | $703,006 | $855,537 |
| AMERICAN NEW WORLD FUND CL F2 | $240,545 | $309,196 |
| AMERICAN CAPITAL WORLD GROWTH & INCOME CL 2 | $275,690 | $390,261 |
| AMER FUNDS WASHINGTON MUTUAL INV FD CL F2 | $513,342 | $707,914 |
| AMERICAN INTL GROWTH & INCOME FUND F2 | $157,957 | $187,334 |
| LOOMIS SAYLES INVT GRADE BOND FUND CL Y | $347,618 | $318,923 |
| FIRST EAGLE GOLD FUND CL I | $166,968 | $122,002 |
| PIMCO TOTAL RETURN FUND CL P | $233,929 | $222,560 |
| PNC FINANCIAL SERVICES GROUP | $374,800 | $721,450 |
| AMER FUNDS AMCAP FUND CL F2 | $908,119 | $792,042 |
| AMERICAN GROWTH FUND OF AMERICA CL F2 | $332,563 | $376,657 |
| BARON GROWTH FUND CL INST | $208,371 | $200,673 |
| FIRST EAGLE GLOBAL CLASS I | $164,567 | $182,606 |
| BARON PARTNERS FUND | $68,964 | $101,437 |
| DAVIS GLOBAL FUND CL Y | $49,343 | $73,446 |
| DAVIS NEW YORK VENTURE FUND | $61,801 | $71,848 |
| FIDELITY ADVISOR TOTAL BOND FUND CL I | $229,457 | $228,595 |
| WHEATON PRECIOUS METALS CORPORATION | $110,150 | $110,650 |
| U.S. TRUST INVESTMENT PORTFOLIO | $988,636 | $994,457 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHEN & GRIGSBY, P.C. | CategoryTxt |
| Legal Fees | $5,854 | LegalFeesAmt |
| Net Investment Income | $4,391 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,463 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH INVESTMENT FEES | $48,017 | $36,013 | $12,004 |
| BANK SERVICE CHARGES | $4 | $3 | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SEC. 4940 TAX - 2016 BALANCE DUE | $895 | $0 | $0 |
| SEC. 4940 TAX - 2017 ESTIMATE | $6,000 | $0 | $0 |
| FOREIGN TAXES | $1,216 | $1,216 | $0 |