LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2016
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- Organization
- LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST (EIN 22-6912465)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349102373
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T14:33:34-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251796920 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHFIELD TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226912465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD A AND MARY JANE SCHAFER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 4122610779 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET NO 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY W STERLING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122610779 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H MORROW | PreparerPersonNm |
| PTIN | P00451781 | PTIN |
| Phone | 4122610779 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.243.165.89 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-04 | IPDt |
| IP Tm | 15:21:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 61E094AF47277ACB803EC63809D3FBB756B6F0BF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 61E094AF47277ACB803EC63809D3FBB756B6F0BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $3,492,085 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $84,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $474,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,454 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,471 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,471 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $56,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,072 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $369 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $369 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,148 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $176,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$88,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,603 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,217,389 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,041,757 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,745,765 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $599,406 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $591,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $590,717 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,877,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,788,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,492,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,877,242 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,788,747 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,877,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,788,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,877,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,788,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,877,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$88,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,788,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,788,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60 SHS CHEMOURS CO | P | 2015-06-24 | 2016-03-31 | $421 | $969 | -$548 | -$548 |
| 70 SHS CHEMOURS CO | P | 2014-07-09 | 2016-03-31 | $491 | $1,102 | -$611 | -$611 |
| 70 SHS CHEMOURS CO | P | 2014-07-31 | 2016-03-31 | $491 | $1,091 | -$600 | -$600 |
| 50 SHS JOHNSON & JOHNSON | P | 2013-03-04 | 2016-06-01 | $5,629 | $3,870 | $1,759 | $1,759 |
| 100 SHS 3M COMPANY | P | 2012-10-02 | 2016-06-01 | $16,807 | $9,354 | $7,453 | $7,453 |
| 2000 SHS ANNALY CAP MNGMT | P | 2014-04-01 | 2016-07-01 | $21,997 | $21,947 | $50 | $50 |
| 600 SHS COCA COLA CO COM | P | 2013-06-04 | 2016-11-18 | $24,705 | $24,947 | -$242 | -$242 |
| 200 SHS DEERE & COMPANY | P | 2014-07-09 | 2016-11-18 | $18,377 | $17,761 | $616 | $616 |
| 100 SHS JPMORGAN CHASE & CO | P | 2014-04-10 | 2016-11-18 | $7,774 | $5,753 | $2,021 | $2,021 |
| 200 SHS JOHNSON & JOHNSON | P | 2013-03-04 | 2016-11-18 | $22,975 | $15,479 | $7,496 | $7,496 |
| 100 SHS 3M COMPANY | P | 2012-10-02 | 2016-11-18 | $17,283 | $9,354 | $7,929 | $7,929 |
| 18955.64 SHS FIDELITY GOVT MONEY | P | 2016-09-16 | 2016-11-11 | $18,956 | $18,956 | $0 | $0 |
| 300 SHS AT&T INC | P | 2002-12-06 | 2016-03-08 | $11,460 | $6,233 | $5,227 | $5,227 |
| 600 SHS MARSH & MCLENNAN | P | 2006-09-21 | 2016-03-28 | $36,058 | $16,840 | $19,218 | $19,218 |
| 0.8 SHS WESTERN DIGITAL CORP | P | 2006-07-06 | 2016-06-06 | $38 | $29 | $9 | $9 |
| 200 SHS MARSH & MCLENNAN | P | 2006-09-21 | 2016-06-21 | $13,325 | $5,613 | $7,712 | $7,712 |
| 52.91 SHS WESTERN DIGITAL CORP | P | 2006-07-06 | 2016-07-05 | $2,272 | $1,886 | $386 | $386 |
| 143.22 SHS WESTERN DIGITAL CORP | P | 2007-03-15 | 2016-07-05 | $6,151 | $5,104 | $1,047 | $1,047 |
| 23.87 SHS WESTERN DIGITAL CORP | P | 2009-04-14 | 2016-07-05 | $1,025 | $851 | $174 | $174 |
| 250 SHS MEDTRONIC PLC | P | 2008-10-15 | 2016-07-06 | $21,763 | $10,175 | $11,588 | $11,588 |
| 550 SHS CHART INDUSTRIES INC | P | 2014-09-19 | 2016-07-29 | $16,716 | $34,409 | -$17,693 | -$17,693 |
| 100 SHS PNC FINL SVCS GP INC | P | 2007-06-27 | 2016-11-17 | $11,013 | $7,099 | $3,914 | $3,914 |
| 30000 SHS JP MORGAN CHASE 2/16 | P | 2014-03-26 | 2016-02-26 | $30,000 | $29,999 | $1 | $1 |
| 30000 SHS BAXTER INTL 08/15/19 | P | 2014-03-26 | 2016-03-03 | $32,325 | $32,261 | $64 | $64 |
| 35000 SHS GENL ELEC 05/09/16 | P | 2014-03-26 | 2016-05-09 | $35,000 | $35,109 | -$109 | -$109 |
| 30000 SHS WELLS FARGO 05/16 | P | 2014-03-26 | 2016-05-16 | $30,000 | $30,130 | -$130 | -$130 |
| 925 SHS SANDISK | P | 2009-04-14 | 2016-05-15 | $70,307 | $36,177 | $34,130 | $34,130 |
| BAXTER INTERNATIONAL-CONSENT FEE | P | 2014-01-01 | 2016-03-03 | $1,500 | $1,500 | $1,500 | |
| P | 2014-01-01 | 2016-11-22 | $0 | $0 | |||
| CAPITAL GAINS DIVIDENDS | P | $93 | $93 | $93 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,454 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $176,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,486,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050614 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $169,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,663,968 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046261 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $155,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,466,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044720 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $158,605 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,175,533 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $142,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,169,415 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044961 | DistributionYr5Rt |
| Total Distribution | 0.236502 | TotalDistributionRt |
| Average Distribution | 0.047300 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,382,349 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,985 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $176,000 | 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 | $887 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $887 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,240 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,353 | OverpaymentAmt |
| Applied To ES Tax | $3,353 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SMITHFIELD TRUST COMPANY | IndividualWithBooksNm |
| Phone | 4122610779 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 650 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY W STERLING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 SILVER OAK DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 12.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $31,471 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,295,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,433,857 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,433,857 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,508 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,382,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $887 | TotalTaxAmt |
| Distributable Before Adj | $168,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,230 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $176,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $176,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $887 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,113 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,056 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $176,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,056 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,944 | 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 | $165,286 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 320 BILMAR DRIVE | PITTSBURGH | PA | 15205 | NONE | 501(C)(3) | GENERAL | $1,000 |
| BEST OF THE BATCH FOUNDATION | |||||||
| 200 WEST STREET | MUNHALL | PA | 15120 | NONE | 501(C)(3) | GENERAL | $1,000 |
| CIRCUS SAINTS & SINNERS CLUB | |||||||
| PO BOX 24585 | PITTSBURGH | PA | 15234 | NONE | 501(C)(3) | GENERAL | $3,000 |
| CRAFTON HEIGHTS PRESBYTERIAN CHURCH | |||||||
| 50 STRATMORE AVENUE | PITTSBURGH | PA | 15205 | NONE | 501(C)(3) | GENERAL | $30,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 810 RIVER AVENUE SUITE 100 | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | GENERAL | $1,000 |
| FIRST PRESBYTERIAN CHURCH OF BAKERSTOWN | |||||||
| 5800 HECKERT ROAD | BAKERSTOWN | PA | 15007 | NONE | 501(C)(3) | GENERAL | $3,000 |
| FOSTERCAT INC | |||||||
| PO BOX 23414 | PITTSBURGH | PA | 152226414 | NONE | 501(C)(3) | GENERAL | $1,000 |
| GLOBAL LINKS | |||||||
| 1023 15TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $5,000 |
| GOODFELLOWS TOYS FOR TOTS | |||||||
| PO BOX 590 | PITTSBURGH | PA | 15230 | NONE | 501(C)(3) | GENERAL | $2,000 |
| GOODWILL OF SOUTHWESTERN PA | |||||||
| 2600 E CARSON STREET | PITTSBURGH | PA | 15203 | NONE | 501(C)(3) | GENERAL | $10,000 |
| GREENTREE VOLUNTEER FIRE DEPARTMENT | |||||||
| 825 POPLAR STREET | PITTSBURGH | PA | 15220 | NONE | 501(C)(3) | GENERAL | $1,000 |
| HER STAR SCHOLARS | |||||||
| 8783 GH TAYLOR MEMORIAL DRIVE | HAMMONDSPORT | NY | 14840 | NONE | 501(C)(3) | GENERAL | $2,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA | |||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15701 | NONE | 501(C)(3) | GENERAL | $30,000 |
| KING LOW HEYWOOD THOMAS SCHOOL | |||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | NONE | 501(C)(3) | GENERAL | $2,000 |
| LIGHT OF LIFE MISSION | |||||||
| PO BOX 6283 | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | GENERAL | $5,000 |
| NATIONAL MS SOCIETY | |||||||
| 1501 REEDSDALE ST 105 | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | GENERAL | $1,000 |
| OFF THE FLOOR PITTSBURGH | |||||||
| 255 WASHINGTON ROAD | PITTSBURGH | PA | 15216 | NONE | 501(C)(3) | GENERAL | $5,000 |
| PAULINE AUBERLE FOUNDATION | |||||||
| 1101 HARTMAN STREET | MCKEESPORT | PA | 15132 | NONE | 501(C)(3) | GENERAL | $2,000 |
| ROTARY CLUB | |||||||
| PO BOX 12639 | PITTSBURGH | PA | 15241 | NONE | 501(C)(3) | GENERAL | $3,000 |
| SALVATION ARMY | |||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $8,000 |
| THE LONG RIDGE SCHOOL | |||||||
| 478 ERSKINE ROAD | STAMFORD | CT | 06903 | NONE | 501(C)(3) | GENERAL | $2,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 200 SOUTH CRAIG STREET | PITTSBURGH | PA | 15260 | NONE | 501(C)(3) | GENERAL | $15,000 |
| WALLACE MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1146 GREENTREE ROAD | PITTSBURGH | PA | 15220 | NONE | 501(C)(3) | GENERAL | $30,000 |
| WESTERN PENNSYLVANIA HUMANE SOCIETY | |||||||
| 1101 WESTERN AVENUE | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | GENERAL | $10,000 |
| WOMEN INVESTING IN SECURITY AND EDUCATION | |||||||
| 501 FRENCH STREET | SANTA ANA | CA | 92701 | NONE | 501(C)(3) | GENERAL | $2,000 |
| WOUNDED WARRIORS PROJECT | |||||||
| 301 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,454 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,565 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,565 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $591,387 | EOYBookValueAmt |
| EOYFMV | $590,717 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $2,041,757 | EOYBookValueAmt |
| EOYFMV | $2,745,765 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,148 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,072 | Amt |
| Net Investment Income | $56,072 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $369 | Amt |
| Net Investment Income | $369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |