THE IRENE C SHEA CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE IRENE C SHEA CHARITABLE FOUNDATION (EIN 25-6410108)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2017-10-06
- IRS object ID
- 201722799349100317
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-06T15:00:23-05:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256410108 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRENE C SHEA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEA | BusinessNameControlTxt |
| Phone | 4127623792 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8-YB35- | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127623792 | PhoneNum |
| Signature | 2017-10-04 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F96C4B8A82D2104D457C419FE0D8C5FF400BC06 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CC7BA5074E8AB1797D9DE59A1DFA746CF600023 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,817,747 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $429,047 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $412,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$95,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,067,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $333,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $412,905 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $183,279 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,274 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $107,005 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,036 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,036 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,044 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $221,411 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $748,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $748,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $969,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $886,041 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$635,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $335,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $254,781 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,285 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $791,662 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $808,789 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,420,116 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,274,043 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,447,781 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,617,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $475,605 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $474,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,507,202 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,533,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,995,092 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,799,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,165,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,817,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $16,776,004 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,133,947 | CapitalStockEOYAmt |
| Retained Earning BOY | $23,767 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,799,771 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,165,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,799,771 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,165,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,799,771 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$635,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,355 | OtherIncreasesAmt |
| Subtotal | $16,165,619 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,165,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100000. WALT DISNEY COMPANY/THE SR UNSEC | 2013-07-09 | 2016-08-16 | $100,000 | $100,000 | |||
| 50000. COCA-COLA CO/THE SR UNSEC | 2013-04-15 | 2016-09-01 | $50,000 | $50,000 | |||
| 52. ADVANSIX INC - W/I | 2012-11-03 | 2017-01-30 | $1,321 | $624 | $697 | $697 | |
| 2110. AMERICAN ELECTRIC POWER INC | 2016-03-11 | 2017-01-30 | $132,516 | $135,975 | -$3,459 | -$3,459 | |
| 930.06 ARTISAN INTERNATIONAL FD-ADV | 2013-03-18 | 2017-01-30 | $25,000 | $24,180 | $820 | $820 | |
| 4130. D R HORTON INC | 2016-03-11 | 2017-01-30 | $125,006 | $121,472 | $3,534 | $3,534 | |
| 1390. DOLLAR GENERAL CORP | 2016-07-15 | 2017-01-30 | $98,816 | $127,679 | -$28,863 | -$28,863 | |
| 1330. GILEAD SCIENCES INC COM | 2016-03-11 | 2017-01-30 | $95,080 | $118,862 | -$23,782 | -$23,782 | |
| 3631.204 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS | 2010-09-23 | 2017-01-30 | $55,267 | $50,000 | $5,267 | $5,267 | |
| 730. PUBLIC STORAGE INC | 2016-03-11 | 2017-01-30 | $156,896 | $185,873 | -$28,977 | -$28,977 | |
| 1730. TRACTOR SUPPLY CO COM | 2015-05-19 | 2017-01-30 | $127,911 | $155,757 | -$27,846 | -$27,846 | |
| 930. UNIVERSAL HEALTH SERVICES INC CLASS B | 2016-03-11 | 2017-01-30 | $104,101 | $107,309 | -$3,208 | -$3,208 | |
| 2500. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2014-11-12 | 2017-01-30 | $184,900 | $154,055 | $30,845 | $30,845 | |
| 1500. CHECK POINT SOFTWARE COM | 2014-11-12 | 2017-01-30 | $147,155 | $113,719 | $33,436 | $33,436 | |
| 100000. PFIZER INC UNSC | 2016-07-15 | 2017-05-15 | $100,000 | $100,000 | |||
| 1800. DICK'S SPORTING GOODS, INC. | 2017-01-30 | 2017-05-25 | $75,775 | $93,622 | -$17,847 | -$17,847 | |
| 760. O REILLY AUTOMOTIVE INC | 2016-03-11 | 2017-05-25 | $184,557 | $205,372 | -$20,815 | -$20,815 | |
| 4730. VERIZON COMMUNICATIONS COM | 2013-07-09 | 2017-05-25 | $214,312 | $242,878 | -$28,566 | -$28,566 | |
| 75000. ARIZONA ST TRANSN BRD EXCISE TAX MARICOPA CNTY REGAL AREA RD | 2012-01-18 | 2017-07-01 | $75,000 | $75,000 | |||
| CAPITAL GAIN DIVIDENDS | $13,621 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$95,143 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $587,095 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,951,325 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.030979 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $662,546 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,782,479 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $793,361 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,175,195 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046192 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,118 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,947,986 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029105 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,858 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,451,049 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051757 | DistributionYr5Rt |
| Total Distribution | 0.191525 | TotalDistributionRt |
| Average Distribution | 0.038305 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,919,896 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $763,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,355 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $766,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $886,041 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,355 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,355 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,355 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,984 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,984 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,629 | OverpaymentAmt |
| Applied To ES Tax | $1,678 | AppliedToESTaxAmt |
| Refund | $6,951 | RefundAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127623792 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8-YB35- | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||
| 116 Allegheny Center Mall P8-YB35- | PITTSBURGH | PA | 152129938 | CO-TRUSTEE | 24 | $152,547 |
| THOMAS J HICKEY | ||||||
| 315 QUEENSBERRY CIRCLE | PITTSBURGH | PA | 15234 | CO-TRUSTEE | 6 | $30,732 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,223,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,223,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,223,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,919,896 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $995,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $995,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,355 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,355 | TotalTaxAmt |
| Distributable Before Adj | $992,640 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $992,640 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $992,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $886,041 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $886,041 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,355 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $882,686 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $992,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $770,729 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $886,041 | QualifyingDistributionsAmt |
| Applied To Year1 | $770,729 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,312 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $877,328 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Community at Holy Family Manor | ||||||||
| 301 NAZARETH WAY | Pittsburgh | PA | 15229 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| Orange Arrow Inc | ||||||||
| 3945 FORBES AVENUE SUITE 445 | Pittsburgh | PA | 15213 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Pittsburgh Mercy Health System Inc | ||||||||
| 101 BRADFORD ROAD SUITE 320 | Wexford | PA | 15090 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Three Rivers Youth Inc | ||||||||
| 6117 BROAD STREET | Pittsburgh | PA | 15206 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| The Blessing Board | ||||||||
| 140 PENNSYLVANIA AVENUE | Oakmonth | PA | 15139 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| WARRIORS OF HOLINESS IN POWER | ||||||||
| 1174 MIFFLIN ROAD | PITTSBURGH | PA | 15207 | NONE | PC | GRANT | $10,000 | |
| YMCA OF PITTSBURGH FBO YMCA | ||||||||
| 126 NAGEL ROAD | FOMBELL | PA | 16123 | NONE | PC | GRANT | $20,000 | CAMP KON-O-KWEE SPENCER |
| East End Cooperative Ministry | ||||||||
| 6140 STATION STREET | Pittsburgh | PA | 15206 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| KidsVoice | ||||||||
| 437 GRANT STREET SUITE 700 | Pittsburgh | PA | 15219 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| Catholic Charities of the Diocese of PGH | ||||||||
| 212 9TH STREET | Pittsburgh | PA | 15222 | NONE | PC | GENERAL SUPPORT | $20,000 | f/b/o St Joesph's House |
| Bethlehem Haven of Pittsburgh | ||||||||
| 905 WATSON STREET | Pittsburgh | PA | 15219 | NONE | PC | GENERAL SUPPORT | $65,000 | |
| Angel's Place | ||||||||
| 2615 NORWOOD AVENUE | Pittsburgh | PA | 15214 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Beaver Falls Youth Network Inc | ||||||||
| PO BOX 34 | Beaver Falls | PA | 15010 | NONE | PC | GENERAL SUPPORT | $8,000 | d/b/a Tiger Pause |
| The Neighborhood Academy | ||||||||
| 709 NORTH AIKEN AVENUE | Pittsburgh | PA | 15222 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Pittsburgh CLO | ||||||||
| 719 LIBERTY AVENUE | Pittsburgh | PA | 15222 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| THE PITTSBURGH PROJECT | ||||||||
| 2801 NORTH CHARLES STREET | PITTSBURGH | PA | 15214 | NONE | PC | GRANT | $50,000 | |
| CARLOW UNIVERSITY | ||||||||
| 3333 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | GRANT | $75,000 | |
| THE COALITION FOR CHRISTIAN OUTREACH | ||||||||
| 5912 PENN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | GRANT | $85,000 | |
| THE EXTRA MILE EDUCATION | ||||||||
| 603 STANWIX STREET | PITTSBURGH | PA | 15222 | NONE | PC | GRANT | $15,000 | FOUNDATION INC |
| EAST LIBERTY FAMILY HEALTH CARE | ||||||||
| 7171 CHURCHLAND STREET | PITTSBURGH | PA | 15206 | NONE | PC | GRANT | $75,000 | CENTER INC |
| WOMEN'S CENTER & SHELTER OF | ||||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NONE | PC | GRANT | $75,000 | GREATER PITTSBURGH |
| ALLEGHENY HISTORIC PRESERVATION | ||||||||
| 971 BEECH AVENUE | PITTSBURGH | PA | 15233 | NONE | PC | 2016 GRANT | $10,000 | SOCIETY INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $748,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $429,047 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$95,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $333,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $333,904 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $275,308 | $274,924 |
| AGENCY BONDS | $200,297 | $199,876 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $10,274,043 | EOYBookValueAmt |
| EOYFMV | $14,447,781 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $791,662 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $808,789 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $2,787,829 | $2,776,431 |
| MUTUAL FUNDS - EQUITY | AT COST | $720,460 | $810,718 |
| ETF - EQUITY | AT COST | $913,839 | $1,297,683 |
| ETF - FIXED INCOME | AT COST | $110,895 | $110,260 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY ACCRUED INTERST CARRIED TO CY | $1,327 |
| PY AMORTIZATION ADJUSTMENT | $28 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC PRIVATE FOUNDATION MANAGEM | CategoryTxt |
| Amt | $31,036 | Amt |
| Disbursements Charitable Prps | $31,036 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $634 | $634 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,992 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $373 | $373 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $37 | $37 | $0 |