LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST: Form 990PF, tax year 2015
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- Organization
- LEONARD A AND MARY JANE SCHAFER CHARITABLE FOUNDATION TRUST (EIN 22-6912465)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349102291
- Schema version
- 2015v2.1
- 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 | 2016-05-16T12:06:22-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,321,698 | 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 | $86,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,635 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $334,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,755 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,755 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,405 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,405 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,955 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $96,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $273,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $177,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,447 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,310,892 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,217,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,664,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $609,074 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $599,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $597,038 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,963,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,877,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,321,698 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $13,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $13,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,949,794 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,877,242 | 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 | $2,949,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,877,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,963,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,877,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,949,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,877,242 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,877,242 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SHS CHICO'S FAS INC | P | 2014-04-01 | 2015-03-16 | $17,949 | $16,069 | $1,880 | $1,880 |
| 1,000 SHS CHICO'S FAS INC | P | 2014-05-15 | 2015-03-16 | $17,949 | $15,782 | $2,167 | $2,167 |
| 100 SHS PRECISION CASTPARTS CORP | P | 2015-06-25 | 2015-08-11 | $23,070 | $20,468 | $2,602 | $2,602 |
| 146 SHS CVS HEALTH CORP | P | 2012-03-01 | 2015-01-20 | $14,293 | $6,627 | $7,666 | $7,666 |
| 154 SHS CVS HEALTH CORP | P | 2012-05-02 | 2015-01-20 | $15,076 | $7,079 | $7,997 | $7,997 |
| 1,500 SHS NUANCE COMMUNICATIONS INC | P | 2014-05-15 | 2015-08-18 | $27,274 | $22,849 | $4,425 | $4,425 |
| 77 SHS 3M CO | P | 2012-10-02 | 2015-02-20 | $12,936 | $7,202 | $5,734 | $5,734 |
| 175 SHS ALLERGAN INC | P | 2006-05-17 | 2015-03-18 | $22,614 | $22,614 | $22,614 | |
| 250 SHS ERIE INDTY CO | P | 2006-04-11 | 2015-12-14 | $24,259 | $12,981 | $11,278 | $11,278 |
| 500 SHS EXXON MOBIL CORP | P | 2002-12-06 | 2015-08-07 | $38,548 | $18,509 | $20,039 | $20,039 |
| 25 SHS HALYARD HEALTH INC | P | 2009-03-02 | 2015-12-14 | $782 | $381 | $401 | $401 |
| 25 SHS HALYARD HEALTH INC | P | 2009-07-30 | 2015-12-14 | $782 | $484 | $298 | $298 |
| 50 SHS HONEYWELL INTL INC | P | 2008-08-06 | 2015-05-13 | $5,211 | $2,564 | $2,647 | $2,647 |
| 100 SHS HONEYWELL INTL INC | P | 2008-08-06 | 2015-07-31 | $10,516 | $5,128 | $5,388 | $5,388 |
| 550 SHS JOY GLOBAL INC | P | 2006-09-21 | 2015-09-15 | $10,225 | $18,980 | -$8,755 | -$8,755 |
| 200 SHS MARSH & MCLENNAN COS | P | 2006-09-21 | 2015-08-07 | $11,503 | $5,613 | $5,890 | $5,890 |
| 100 SHS MERCK & CO INC | P | 2002-12-06 | 2015-04-28 | $6,015 | $4,341 | $1,674 | $1,674 |
| 50 SHS PNC FINL SVCS GROUP INC | P | 2007-06-27 | 2015-03-12 | $4,817 | $3,549 | $1,268 | $1,268 |
| 150 SHS ROCKWELL COLLINS INC | P | 2002-12-06 | 2015-04-17 | $14,226 | $4,043 | $10,183 | $10,183 |
| .490 SHS SYNCHRONY FINL | P | 2002-02-14 | 2015-11-30 | $16 | $18 | -$2 | -$2 |
| 305 SHS ZOETIS INC CL A | P | 2007-08-10 | 2015-12-14 | $14,014 | $5,411 | $8,603 | $8,603 |
| .450 SHS ACTAVIS PLC | P | 2006-05-17 | 2015-03-20 | $142 | $57 | $85 | $85 |
| 38,000 COCA COLA COMPANY 5.35% 11/15/17 | P | 2014-04-03 | 2015-03-30 | $42,280 | $41,972 | $308 | $308 |
| CAPITAL GAINS DIVIDENDS | P | $111 | $111 | $111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,501 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $169,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,663,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046261 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $155,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,466,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044720 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $158,605 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,175,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,169,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044961 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $133,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,973,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044850 | DistributionYr5Rt |
| Total Distribution | 0.230738 | TotalDistributionRt |
| Average Distribution | 0.046148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,486,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,873 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,060 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,933 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $177,500 | 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 | $1,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,240 | OverpaymentAmt |
| Applied To ES Tax | $4,240 | 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 | $32,755 | 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 | $3,428,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,539,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,539,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,486,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,060 | TotalTaxAmt |
| Distributable Before Adj | $173,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $177,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $177,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,060 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $176,440 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $177,315 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $177,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $177,315 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185 | 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 | $173,056 | 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 (29 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 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 100 W STATION SQUARE DRIVE 1900 | PITTSBURGH | PA | 15219 | 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 | $25,000 |
| 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 |
| FLIGHT 93 NATIONAL MEMORIAL FUND | |||||||
| 1201 EYE ST NW STE 550B | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $1,000 |
| 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 |
| HORSES WITH HOPE | |||||||
| 1054 VAL STREET | BETHEL PARK | PA | 15102 | NONE | 501(C)(3) | GENERAL | $1,000 |
| INDIANA UNIVERSITY OF PENNSYLVANIA | |||||||
| 1011 SOUTH DRIVE | INDIANA | PA | 15701 | NONE | 501(C)(3) | GENERAL | $25,000 |
| 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 | $8,000 |
| NATIONAL MS SOCIETY | |||||||
| 1501 REEDSDALE ST 105 | PITTSBURGH | PA | 15233 | NONE | 501(C)(3) | GENERAL | $1,000 |
| NORTHSIDE COMMON MINISTRIES | |||||||
| 1601 BRIGHTON ROAD | PITTSBURGH | PA | 15212 | NONE | 501(C)(3) | GENERAL | $2,000 |
| OFF THE FLOOR PITTSBURGH | |||||||
| 255 WASHINGTON ROAD | PITTSBURGH | PA | 15216 | NONE | 501(C)(3) | GENERAL | $5,000 |
| ROTARY CLUB | |||||||
| PO BOX 12639 | PITTSBURGH | PA | 15241 | NONE | 501(C)(3) | GENERAL | $4,000 |
| SALVATION ARMY | |||||||
| 424 THIRD AVENUE | PITTSBURGH | PA | 15219 | NONE | 501(C)(3) | GENERAL | $5,000 |
| STEELWHEELERS | |||||||
| 83 WESTMINSTER PLACE | PITTSBURGH | PA | 15209 | NONE | 501(C)(3) | GENERAL | $1,000 |
| THE LONG RIDGE SCHOOL | |||||||
| 478 ERSKINE ROAD | STAMFORD | CT | 06903 | NONE | 501(C)(3) | GENERAL | $1,000 |
| 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 | $16,500 |
| 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 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,500 | 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 | $86,635 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $114,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,136 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,136 | 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 | $599,406 | EOYBookValueAmt |
| EOYFMV | $597,038 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $2,217,389 | EOYBookValueAmt |
| EOYFMV | $2,664,213 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $1,073 | 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 | $55,405 | Amt |
| Net Investment Income | $55,405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $249 | $249 | $0 |
| FEDERAL EXCISE TAX | $6,706 | $6,706 | $0 |