VALLEYVIEW CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VALLEYVIEW CHARITABLE FOUNDATION (EIN 20-1779703)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-01
- IRS object ID
- 201740919349100504
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-01T12:36:47-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 Suite 500 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | 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 | 201779703 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALLEYVIEW CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BDO USA LLP | InCareOfNm |
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 2103428000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 VALLEYVIEW DRIVE | AddressLine1Txt |
| City | JEFFERSON HILLS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN NEWMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2103428000 | PhoneNum |
| Signature | 2017-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | N Ari Berlin | PreparerPersonNm |
| PTIN | P00665358 | PTIN |
| Phone | 2103428000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.249.80.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 70263520170915000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-01 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E4903FEEFEADAEBBCF2AF1551990F48493BB0B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 71C66092243E5BC8C72C59A5327E946B50226AA0 | 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 | $119,082 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,017 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,065 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,603 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $462 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $462 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,406 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,414 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,710 | CashBOYAmt |
| Cash EOY | $51,829 | CashEOYAmt |
| Cash EOYFMV | $51,829 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $379 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $125,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,713 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,232 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $175,969 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $119,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $175,969 | CapitalStockBOYAmt |
| Capital Stock EOY | $96,563 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $175,969 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $175,969 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $175,969 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,406 | ExcessRevenueOverExpensesAmt |
| Subtotal | $96,563 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $96,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,000 SHS AT&T | 2013-10-28 | 2016-10-10 | $37,707 | $36,088 | $1,619 | $1,619 | |
| 98.519 SHS AMERICAN INTL GROWTH | 2016-06-16 | $2,723 | $2,814 | -$91 | -$91 | ||
| 100 SHS DEERE & COMPANY | 2015-12-09 | 2016-06-16 | $8,319 | $7,925 | $394 | $394 | |
| 323.636 SHS GROWTH FUND AMERICA | 2016-06-16 | $13,360 | $14,589 | -$1,229 | -$1,229 | ||
| 750 SHS CAPITAL WORLD GROWTH | 2003-09-30 | 2016-06-16 | $32,072 | $19,762 | $12,310 | $12,310 | |
| CAPITAL GAIN DIVIDENDS | $1,895 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,898 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $187,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.545237 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,796 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $296,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.391163 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,870 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $350,937 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.281731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,778 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $283,888 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.284542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,559 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $288,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.192505 | DistributionYr5Rt |
| Total Distribution | 1.695178 | TotalDistributionRt |
| Average Distribution | 0.339036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $166,753 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $56,535 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,699 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,462 | 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 | $164 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $164 | SubtotalAmt |
| Tax Based On Investment Income | $164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $185 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21 | OverpaymentAmt |
| Applied To ES Tax | $21 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2103428000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 IH-10 SUITE 500 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN NEWMAN | ||||||||
| 411 VALLEYVIEW DRIVE | JEFFERSON HILLS | PA | 15025 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| SANDRA NEWMAN | ||||||||
| 411 VALLEYVIEW DRIVE | JEFFERSON HILLS | PA | 15025 | FIRST VICE PRES/SECRETARY | 1.0 | $0 | $0 | $0 |
| WILLIAM H NEWMAN | ||||||||
| 8100 MEMORIAL LANE 6304 | PLANO | TX | 75024 | 2ND VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| 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 | $123,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,350 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $169,292 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $169,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,539 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $164 | TotalTaxAmt |
| Distributable Before Adj | $8,174 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,174 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,174 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,462 | 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 | $95,462 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,174 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,058 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,149 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $388,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,288 | RemainingDistriFromCorpusAmt |
| Total Corpus | $475,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,950 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $433,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,058 | ExcessFromYear4Amt |
| Excess From Year3 | $83,149 | ExcessFromYear3Amt |
| Excess From Year2 | $101,642 | ExcessFromYear2Amt |
| Excess From Year1 | $93,454 | ExcessFromYear1Amt |
| Excess From Current Year | $87,288 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN NEWMAN | ContributingManagerNm |
| Contributing Manager | SANDRA NEWMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BROTHER'S BROTHER FOUNDATION | ||||||||
| 1200 GALVESTON AVENUE | PITTSBURGH | PA | 15233 | N/A | PC | UNRESTRICTED | $30,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | UNRESTRICTED | $2,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | UNRESTRICTED | $5,000 | |
| THE CHILDREN'S HOME OF PITTSBURGH | ||||||||
| 5324 PENN AVENUE | PITTSBURGH | PA | 15224 | N/A | PC | UNRESTRICTED | $500 | |
| MEDECINS SANS FRONTIERES USA INC | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | UNRESTRICTED | $20,000 | |
| FAMILIES FOR RUSSIAN & UKRAINIAN ADOPTION INC | ||||||||
| PO BOX 2944 | MERRIFIELD | VA | 22116 | N/A | PC | UNRESTRICTED | $2,000 | |
| LIGHT OF LIFE RESCUE MISSION | ||||||||
| 10 E NORTH AVENUE | PITTSBURGH | PA | 15212 | N/A | PC | UNRESTRICTED | $500 | PO BOX 6823 |
| MONTOUR TRAIL COUNCIL | ||||||||
| 304 HICKMAN ST STE 3 | BRIDGEVILLE | PA | 15017 | N/A | PC | UNRESTRICTED | $1,000 | |
| PENNSYLVANIA COALITION AGAINST RAPE | ||||||||
| 125 N ENOLA DR | ENOLA | PA | 17025 | N/A | PC | UNRESTRICTED | $2,000 | |
| CULVER EDUCATIONAL FOUNDATION | ||||||||
| 1300 ACADEMY ROAD NO 159 | CULVER | IN | 46511 | N/A | PC | UNRESTRICTED | $2,000 | |
| THE SALVATION ARMY WESTERN PA DIVISION | ||||||||
| 700 NORTH BELL AVENUE | CARNEGIE | PA | 15106 | N/A | PC | UNRESTRICTED | $25,000 | PO BOX 742 |
| WESTERN PENNSYLVANIA CONSERVANCY | ||||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | N/A | PC | CHALLENGE GRANT: LAND ACQUISITION AND MAINTENANCE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,107 | 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 | $14,898 | 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 | $19,017 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,017 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BDO USA, LLP | CategoryTxt |
| Amt | $3,065 | Amt |
| Net Investment Income | $2,603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $462 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL WORLD GROWTH & INCOME | $44,713 | $67,232 |
| AT&T INCORPORATED | $0 | |
| GROWTH FUND OF AMERICA | $0 | |
| AMERICAN INTL GROWTH & INCOME | $0 | |
| DEERE & COMPANY | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $358 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |