NIMICK FORBESWAY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NIMICK FORBESWAY FOUNDATION (EIN 25-1597437)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-13
- IRS object ID
- 201710449349100206
- Schema version
- 2015v3.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-13T09:39:37-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251381032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHANAN INGERSOLL & ROONEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE OXFORD CENTRE 20TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152191410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251597437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NIMICK FORBESWAY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JJ KESSLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NIMI | BusinessNameControlTxt |
| Phone | 4125628879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE OXFORD CENTRE 20TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK J KESSLER ESQ | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4125628879 | PhoneNum |
| Signature | 2017-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL KELLER CPA | PreparerPersonNm |
| PTIN | P01712290 | PTIN |
| Phone | 4125621530 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,646,661 | 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 |
| Interest On Sav Rev And Expnss | $13,148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $449,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $449,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$105,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $48,202,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $357,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $462,687 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,087 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $29,087 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $136,639 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,520 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,396 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,501 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,250 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,046 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $288,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,003 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,132,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,132,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,420,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,003 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,137,453 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,063,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $276,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $134,070 | CashBOYAmt |
| Cash EOY | $1,210,058 | CashEOYAmt |
| Cash EOYFMV | $1,210,058 | CashEOYFMVAmt |
| US Government Obligations BOY | $465,882 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $465,882 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $587,459 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,220,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,081,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,849,144 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,820,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,756,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,646,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $14,554,273 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,554,273 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,266,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,202,718 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,820,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,756,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,820,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,756,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,820,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,063,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,756,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,756,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,850 SHRS - B/E AEROSPACE INC | 2013-10-31 | 2015-07-06 | $99,102 | $108,200 | -$9,098 | -$9,098 | |
| 1,600 SHRS - CHUBB CORP | 2010-03-02 | 2015-07-06 | $193,611 | $82,064 | $111,547 | $111,547 | |
| 5.835 SHRS - DEUTSCHE X TRACKERS | 2015-04-27 | 2015-07-06 | $155,811 | $176,529 | -$20,718 | -$20,718 | |
| 2,200 SHRS - ORACLE CORP | 2013-01-31 | 2015-07-06 | $87,856 | $78,034 | $9,822 | $9,822 | |
| 850 SHRS - PALL CORP | 2011-04-29 | 2015-07-06 | $106,075 | $49,798 | $56,277 | $56,277 | |
| 1,300 SHRS - RESMED INC | 2012-10-31 | 2015-07-06 | $71,356 | $52,486 | $18,870 | $18,870 | |
| 1,000 SHRS - UNION PACIFIC CORP | 2012-06-07 | 2015-07-06 | $96,918 | $55,980 | $40,938 | $40,938 | |
| 774 SHRS - EATON CORP | 2012-12-03 | 2015-09-24 | $40,309 | $37,979 | $2,330 | $2,330 | |
| 1,000 SHRS - AMERICAN EXPRESS | 2011-06-23 | 2015-09-24 | $74,819 | $49,090 | $25,729 | $25,729 | |
| 4,037 SHRS - DB X-TRACKERS | 2015-04-27 | 2015-09-24 | $145,695 | $175,287 | -$29,592 | -$29,592 | |
| 1,500 SHRS - WESTERN DIGITAL CORP | 2013-07-25 | 2015-09-24 | $107,317 | $95,250 | $12,067 | $12,067 | |
| 5,688.282 SHRS - DEUTSCHE GLB REAL EST | 2012-11-26 | 2015-10-05 | $50,000 | $46,360 | $3,640 | $3,640 | |
| 185 SHRS - BIOGEN INC | 2015-07-06 | 2015-12-21 | $54,892 | $75,233 | -$20,341 | -$20,341 | |
| 1,700 SHRS - DISCOVER FINANCIAL | 2011-04-29 | 2015-12-21 | $90,312 | $41,837 | $48,475 | $48,475 | |
| 1,400 SHRS - INTERNATIONAL PAPER | 2012-10-31 | 2015-12-21 | $52,191 | $49,100 | $3,091 | $3,091 | |
| 850 SHRS - POLARIS INDS | 2013-10-31 | 2015-12-21 | $71,241 | $111,686 | -$40,445 | -$40,445 | |
| 1,050 SHRS - APPLE INC | 2013-10-31 | 2016-01-08 | $103,277 | $78,628 | $24,649 | $24,649 | |
| 860 SHRS - AMERISOURCEBERGEN CORP | 2016-03-21 | $74,749 | $34,907 | $39,842 | $39,842 | ||
| 20,512.821 SHRS - EATON VANCE GLOBAL | 2012-12-03 | 2016-03-21 | $185,026 | $194,470 | -$9,444 | -$9,444 | |
| 1,600 SHRS - EBAY | 2016-03-21 | $38,655 | $39,970 | -$1,315 | -$1,315 | ||
| 9,969.325 SHRS - GOTHAM ABSOLUTE | 2016-03-21 | $125,414 | $130,000 | -$4,586 | -$4,586 | ||
| 1,105 SHRS - GILEAD SCIENCES INC | 2016-03-21 | $102,278 | $26,133 | $76,145 | $76,145 | ||
| 8,800 SHRS - HUNTINGTON BANCSHARES | 2016-03-21 | $84,304 | $99,124 | -$14,820 | -$14,820 | ||
| 10,855 SHRS - ISHARES FLOATING RATE | 2016-03-21 | $545,995 | $550,754 | -$4,759 | -$4,759 | ||
| 1,700 SHRS - MAGNA INTERNATIONAL | 2016-03-21 | $72,307 | $64,362 | $7,945 | $7,945 | ||
| 2,250 SHRS - TOTAL SYSTEMS SERVICES | 2016-03-21 | $101,801 | $105,095 | -$3,294 | -$3,294 | ||
| 590 SHRS - UNITEDHEALTH GROUP | 2016-03-21 | $74,566 | $29,128 | $45,438 | $45,438 | ||
| 1,700 SHRS - TE CONNECTIVITY LTD | 2016-05-12 | $99,703 | $99,063 | $640 | $640 | ||
| 1,740 SHRS - AMERISOURCEBERGEN | 2016-04-29 | $149,672 | $53,378 | $96,294 | $96,294 | ||
| 345 SHRS - BRISTOL MYERS | 2016-05-02 | $24,823 | $7,220 | $17,603 | $17,603 | ||
| 646 SHRS - CVS HEALTH CORPORATION | 2016-04-29 | $65,225 | $18,592 | $46,633 | $46,633 | ||
| 1,300 SHRS - CELGENE CORP | 2016-05-12 | $130,738 | $97,044 | $33,694 | $33,694 | ||
| 990 SHRS - GENERAL DYNAMICS CORP | 2016-04-29 | $138,755 | $140,176 | -$1,421 | -$1,421 | ||
| 1,000 SHRS - GILEAD SCIENCES | 2016-04-29 | $91,158 | $19,515 | $71,643 | $71,643 | ||
| 850 SHRS - GILEAD SCIENCES | 2016-05-02 | $75,429 | $16,588 | $58,841 | $58,841 | ||
| 1,000 SHRS - MASTERCARD | 2016-04-29 | $96,798 | $23,004 | $73,794 | $73,794 | ||
| 2,450 SHRS - SCHLUMBERGER | 2016-05-12 | $181,220 | $195,005 | -$13,785 | -$13,785 | ||
| 2,400 SHRS - SKYWORKS SOLUTIONS | 2016-04-29 | $168,932 | $99,370 | $69,562 | $69,562 | ||
| 1,500 SHRS - WYNDHAM WORLDWIDE | 2016-05-02 | $106,211 | $47,989 | $58,222 | $58,222 | ||
| BNY MELLON | 2016-06-30 | $42,870,864 | $43,956,909 | -$1,086,045 | -$1,086,045 | ||
| BNY MELLON | 2016-06-30 | $908,231 | $896,875 | $11,356 | $11,356 | ||
| CAPITAL GAINS DIVIDENDS | $88,920 | $88,920 | $88,920 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$105,656 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,244,279 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,389,200 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047151 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,186,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,928,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047603 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,136,949 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,399,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048588 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,325,051 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,120,010 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059903 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $841,612 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,830,202 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038553 | DistributionYr5Rt |
| Total Distribution | 0.241798 | TotalDistributionRt |
| Average Distribution | 0.048360 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,150,010 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,167,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,170,661 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,137,453 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,534 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,534 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,534 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,829 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,829 | TotalPaymentsAndCreditsAmt |
| Overpayment | $295 | OverpaymentAmt |
| Applied To ES Tax | $295 | 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 | WWW.NIMICKFORBESWAYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JACK J KESSLER ESQ | IndividualWithBooksNm |
| Phone | 4125628879 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 20TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152191408 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES LH NIMICK | ||||||||
| 1107 SAVILLE LANE | MCLEAN | VA | 22101 | DIRECTOR/CHAIRMAN | 5.00 | $0 | $0 | $0 |
| VICTORIA NIMICK ENRIGHT | ||||||||
| 605 SOUTH SHORE DRIVE | MADISON | WI | 53715 | DIRECTOR/VICE-CHAIRMAN | 0.50 | $0 | $0 | $0 |
| CATHLEEN LOCKHART NIMICK | ||||||||
| 311 EASTERN AVENUE | PITTSBURGH | PA | 15215 | DIRECTOR/VICE-CHAIRMAN | 0.50 | $0 | $0 | $0 |
| JACK J KESSLER | ||||||||
| 401 EAST LAS OLAS BLVD STE 2250 | FORT LAUDERDALE | FL | 33301 | DIRECTOR/SECY/TREAS | 1.00 | $0 | $0 | $0 |
| HAYLEY LITTLE | ||||||||
| 1010 CASTLEVIEW DRIVE | IRWIN | PA | 15642 | EXECUTIVE DIRECTOR | 20.00 | $50,000 | $0 | $0 |
| WILLIAM C AUSTIN | ||||||||
| 249 EMERSON ST APT 2 | BOSTON | MA | 02127 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BUCHANAN INGERSOLL ROONEY PC | |||||
| 301 GRANT ST 20TH FLOOR | PITTSBURGH | PA | 15219 | MANAGEMENT | $91,637 |
| PNC BANK NA - HAWTHORN | |||||
| 1600 MARKET ST 29TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT MANAGEMENT | $67,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $22,981,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,536,295 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,517,777 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,517,777 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $367,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,150,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,207,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,207,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,534 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,534 | TotalTaxAmt |
| Distributable Before Adj | $1,201,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,201,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,201,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,137,453 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,137,453 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,137,453 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,201,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $843,884 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,137,453 | QualifyingDistributionsAmt |
| Applied To Year1 | $843,884 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $293,569 | 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 | $908,398 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACK J KESSLER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 20TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4125628879 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30, 2017 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPINWALL RIVERFRONT PARK | ||||||||
| 285 RIVER AVE | ASPINWALL | PA | 15215 | NONE | PUBLIC | SUPPORT FOR GROWTH AND SUSTAINABILITY | $51,000 | |
| CALVARY EPISCOPAL CHURCH | ||||||||
| 315 SHADY AVE | PITTSBURGH | PA | 15206 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $15,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| C/O MARY FRANCES COOPER 4400 FORBES | PITTSBURGH | PA | 15213 | NONE | PUBLIC | GENERAL FUNDING FOR LIBRARY OPERATIONS AND PROGRAMS | $7,500 | AVENUE |
| CARNEGIE MUSEUM OF NATURAL HISTORY | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PUBLIC | GENERAL OPERATIONS & POWDERMILL NATURE RESERVE | $42,500 | |
| EAST END COOPERATIVE MINISTRY | ||||||||
| 6140 PENN CIRCLE NORTH | PITTSBURGH | PA | 15206 | NONE | PUBLIC | EDUCATION WING | $100,000 | |
| JEWISH FEDERATION OF MADISON | ||||||||
| 6434 ENTERPRISE LANE | MADISON | WI | 53719 | NONE | PUBLIC | FUND SCHOLARSHIPS TO ATTEND CAMP SHALOM | $15,000 | |
| LOYALHANNAH WATERSHED ASSOCIATION | ||||||||
| 110 ANDI LANE | LIGONIER | PA | 15658 | NONE | PUBLIC | NIMICK FAMILY EDUCATION CENTER | $75,000 | |
| MADISON MUSEUM OF CONTEMPORARY ART | ||||||||
| 227 STATE ST | MADISON | WI | 53703 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 | |
| MADISON PUBLIC LIBRARY FOUNDATION | ||||||||
| 201 W MIFFLIN ST | MADISON | WI | 53703 | NONE | PUBLIC | LEARNING FOR A LIFETIME CAMPAIGN | $35,000 | |
| PIEDMONT ENVIRONNMENTAL COUNCIL | ||||||||
| PO BOX 460 45 HORNER STREET | WARRENTON | VA | 20188 | NONE | PUBLIC | SUPPORT OF LAND CONSERVATION AND HABITAT RESTORATION EFFORTS. | $30,000 | |
| PORCHLIGHT INC | ||||||||
| 306 N BROOKS STREET | MADISON | WI | 53715 | NONE | PUBLIC | SUPPORT OF PORCHLIGHT PRODUCTS COMMERCIAL KITCHEN AND HOUSING UNIT | $200,000 | |
| SHELDON CALVARY CAMP | ||||||||
| 4411 LAKE ROAD | CONNEAUT | OH | 44030 | NONE | PUBLIC | SUPPORT THE CAPITAL CAMPAIGN AND THE BUILDING AND NAMING OF THE NEW LAKESIDE AMPHITHEATER. | $100,000 | |
| SIMPSON STREET FREE PRESS | ||||||||
| PO BOX 6307 | MONONA | WI | 53716 | NONE | PUBLIC | PROMOTE ACADEMIC ACHIEVEMENT | $50,000 | |
| ST MICHAEL'S OF THE VALLEY EPISCOPAL CHURCH | ||||||||
| PO BOX 336 | LIGONIER | PA | 15658 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 | |
| THE NEIGHBORHOOD ACADEMY | ||||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | NONE | PUBLIC | COLLEGE ADVISORY PROGRAM | $2,500 | |
| TICKETS FOR KIDS | ||||||||
| C/O MERL HELLRING 139 FREEPORT ROAD | ASPINWALL | PA | 15215 | NONE | PUBLIC | SUPPORT THE GENERAL OPERATIONS AND PROGRAMS OF THE ORGANIZATION | $5,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER ST | PRINCETON | NJ | 08540 | NONE | PUBLIC | THOMAS H. NIMICK, JR. '45 BRIDGE YEAR SCHOLAR FUND | $100,000 | |
| UNITED STATES HOLOCAUST MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $20,000 | |
| WASHINGTON UNVIERSY SCHOOL OF LAW | ||||||||
| ONE BROOKINGS DR | ST LOUIS | MO | 63130 | NONE | PUBLIC | OPENING DOORS TO THE FUTURE: THE SCHOLARSHIP INITIATIVE PROGRAM | $50,000 | |
| WESTERN RESERVE ACADEMY | ||||||||
| 115 COLLEGE STREET | HUDSON | OH | 44236 | NONE | PUBLIC | PROVIDE FUNDING FOR WRA'S GRANT INITIATIVES | $25,000 | |
| FRANKLIN & MARSHALL COLLEGE | ||||||||
| 637 COLLEGE AVE | LANCASTER | PA | 17603 | NONE | PUBLIC | SCHOLARSHIP ENDOWMENT | $10,000 | |
| JUSTWORLD INTERNATIONAL | ||||||||
| 3206 OLD HAMPTON DR | WELLINGTON | FL | 33414 | NONE | PUBLIC | SUPPORT OF LOS PATOJOS KITCHEN | $10,203 | |
| MOUNT VERNON LADIES' ASSOCIATION OF THE UNION | ||||||||
| 3200 MOUNT VERNON HWY | MT VERNON | CA | 22121 | NONE | PUBLIC | SLAVE EXHIBIT | $50,000 | |
| THE CHILDREN'S INSTITUTE | ||||||||
| 1405 SHADY AVE | PITTSBURGH | PA | 15217 | NONE | PUBLIC | SUPPORT OF CAPITAL CAMPAIGN | $75,000 | |
| WESTMORELAND MUSEUM | ||||||||
| 221 N MAIN ST | GREENSBURG | PA | 15601 | NONE | PUBLIC | SUPPORT OF JAZZ PROGRAM | $1,000 | |
| THE ELLIS SCHOOL | ||||||||
| 6425 FIFTH AVE | PITTSBURGH | PA | 15206 | NONE | PUBLIC | ELSIE HILLMAN DONATION | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,132,203 | 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 | $13,148 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $449,539 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$105,656 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $357,031 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,031 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $19,081,051 | EOYBookValueAmt |
| EOYFMV | $22,849,144 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $465,882 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $587,459 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUCHANAN INGERSOLL & ROONEY | CategoryTxt |
| Legal Fees | $29,087 | LegalFeesAmt |
| Net Investment Income | $29,087 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEB SITE DESIGN WORK | $2,616 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $75 | $0 | $0 |
| ONLINE STORAGE | $982 | $0 | $0 |
| MISCELLANEOUS | $8,115 | $0 | $0 |
| INSURANCE | $1,127 | $0 | $0 |
| BANK SERVICE CHARGES | $131 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BNY MELLON MANAGEMENT FEES | $41,357 | $41,357 | $0 |
| PNC BANK MANAGEMENT FEES | $67,163 | $67,163 | $0 |
| MANAGEMENT FEES | $28,119 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,451 | $2,451 | $0 |
| EXCISE TAX BASED ON INVESTMENT INCOME | $46,750 | $45,945 | $0 |