PAUL G BENEDUM JR FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAUL G BENEDUM JR FOUNDATION (EIN 23-2887993)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202513109349100426
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T09:11:51-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232887993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL G BENEDUM JR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DONNA B JOHNSON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 4122880280 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 FOURTH AVENUE SUITE 1500 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221717 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA B JOHNSON | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4122880280 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL HOLTHAUS | PreparerPersonNm |
| PTIN | P00352524 | PTIN |
| Phone | 4123387200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,841,545 | 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 | $25,046,713 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $637,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,129 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $949,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,097,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $949,294 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,633,136 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,586,423 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $152,898 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $152,898 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,588 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,588 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,125 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,362 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,181 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,181 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,441 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,047 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,394 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $948 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $948 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $48,117 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $103,290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $103,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $498,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $316,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $690,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $690,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,188,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,006,476 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,444,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,452,372 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $82,219 | CashEOYAmt |
| Cash EOYFMV | $82,219 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $794,904 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,423,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,423,298 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,170,840 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,396,506 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,391,408 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,601,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,111,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,605,612 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $387,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,117 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $339,008 | LandEOYAmt |
| Land EOYFMV | $339,008 | LandEOYFMVAmt |
| Total Assets BOY | $19,567,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,352,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,841,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,567,155 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,352,865 | 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 | $19,567,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,352,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,567,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,352,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,567,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,444,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $341,218 | OtherIncreasesAmt |
| Subtotal | $45,352,865 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,352,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HAWTHORN #2727 | P | 2024-01-01 | 2024-12-31 | $1,192,803 | $1,135,482 | $57,321 | $57,321 |
| CHARLES SCHWAB #4379 | P | 2024-01-01 | 2024-12-31 | $3,008,870 | $2,941,147 | $67,723 | $67,723 |
| HAWTHORN #2727 | P | 2023-01-01 | 2024-12-31 | $1,896,002 | $1,065,497 | $830,505 | $830,505 |
| LOSS ON FIXED ASSET DISPOSITION | P | 2024-02-13 | 2024-12-31 | -$6,255 | -$6,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $949,294 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,148 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,040 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | DONNA B JOHNSON | IndividualWithBooksNm |
| Phone | 4122880280 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 FOURTH AVE SUITE 1500 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221717 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY A BERGSTROM JR | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| DONNA B JOHNSON | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | SECRETARY/TREASURER/TRUSTEE | 7.00 | $21,000 | $2,321 | $0 |
| THOMAS L MYRON JR | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | ASST. SECRETARY/ASST. TREAS. / TRUSTEE | 0.08 | $0 | $0 | $0 |
| JOHN C HARMON | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | PRESIDENT/TRUSTEE | 0.08 | $0 | $0 | $0 |
| EDWIN F SCHEETZ JR | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| MICHAEL S HIGGINS | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | VICE PRESIDENT/TRUSTEE | 0.08 | $0 | $0 | $0 |
| RICHARD B MEYER | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | CHIEF INV OFFICER/TRUSTEE | 0.08 | $0 | $0 | $0 |
| LANCE A WHITEMAN | ||||||||
| 223 FOURTH AVENUE STE 1500 | PITTSBURGH | PA | 152221717 | TRUSTEE | 0.08 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY NASCONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 FOURTH AVENUE STE 1500 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE MANAG | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $114,940 | CompensationAmt |
| Employee Benefits | $26,648 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $67,709 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,548,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,545,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,094,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,094,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $406,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,687,646 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,334,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,334,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,188 | TotalTaxAmt |
| Distributable Before Adj | $1,314,194 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,314,194 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,314,194 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,006,476 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,006,476 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,314,194 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $229,836 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,006,476 | QualifyingDistributionsAmt |
| Applied To Year1 | $229,836 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $776,640 | 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 | $537,554 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONNA B JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 FOURTH AVENUE SUITE 1500 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122880280 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE, EXCEPT THE ORGANIZATION MUST BE A PUBLIC CHARITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPE GIRLS HOPE OF PITTSBURGH | |||||||
| 1005 BEAVER GRADE ROAD SUITE 103 | CORAOPOLIS | PA | 15108 | NONE | PC | EDUCATION | $20,000 |
| BROWN UNIVERSITY | |||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | NONE | PC | EDUCATION | $100,000 |
| CARNEGIE INSTITUE-MUSEUMS | |||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | EDUCATION | $100,000 |
| CROSSROADS FOUNDATION | |||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | NONE | PC | GENERAL | $25,000 |
| GROVE CITY COLLEGE | |||||||
| 100 CAMPUS DRIVE | GROVE CITY | PA | 16127 | NONE | PC | EDUCATION | $20,000 |
| THE KISKI SCHOOL | |||||||
| 1888 BRETT LANE | SALTSBURG | PA | 156818951 | NONE | PC | EDUCATION | $30,000 |
| LINSLY SCHOOL | |||||||
| 60 KNOX LANE | WHEELING | WV | 260036489 | NONE | PC | EDUCATION | $25,000 |
| THE NEIGHBORHOOD ACADEMY | |||||||
| 709 NORTH AIKEN AVENUE | PITTSBURGH | PA | 15206 | NONE | PC | EDUCATION | $20,000 |
| PITTSBURGH URBAN CHRISTIAN SCHOOL | |||||||
| 809 CENTER STREET | PITTSBURGH | PA | 152212963 | NONE | PC | EDUCATION | $35,000 |
| SHADY SIDE ACADEMY | |||||||
| 423 FOX CHAPEL ROAD | PITTSBURGH | PA | 152382296 | NONE | PC | EDUCATION | $35,000 |
| SHADY SIDE ACADEMY | |||||||
| 423 FOX CHAPEL ROAD | PITTSBURGH | PA | 152382296 | NONE | PC | EDUCATION | $100,000 |
| VALLEY SCHOOL OF LIGONIER | |||||||
| BOX 616 | LIGONIER | PA | 15658 | NONE | PC | EDUCATION | $20,000 |
| VALLEY SCHOOL OF LIGONIER - NATURE PLAYGROUND & TROUT PROGRAM | |||||||
| BOX 616 | LIGONIER | PA | 15658 | NONE | PC | EDUCATION | $50,000 |
| WHEELING COUNTRY DAY SCHOOL | |||||||
| 8 PARK ROAD | WHEELING | WV | 26003 | NONE | PC | EDUCATION | $10,000 |
| YMCA OF COLLIER COUNTRY-NAPLES FL | |||||||
| 101 SAND HILL STREET | MARCO ISLAND | FL | 34145 | NONE | PC | EDUCATION | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $690,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $949,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,586,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,586,423 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL G BENEDUM JR ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 FOURTH AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221717 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,046,713 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,362 | Amt |
| Net Investment Income | $5,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,181 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2024-02-13 | $325,000 | SL | 39.000000000000 | $7,292 | $0 |
| FURNITURE & FIXTURES - BTB 15TH FLOOR | 2024-02-13 | $50,100 | 200DB | 7.000000000000 | $32,923 | $0 |
| FURNITURE & FIXTURES - GATEWAY TOWERS | 2024-02-17 | $1,500 | 200DB | 7.000000000000 | $986 | $0 |
| FURNITURE & FIXTURES - BUTTERFLY FARM | 2024-02-17 | $10,525 | 200DB | 7.000000000000 | $6,916 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $112,660 | $116,051 |
| ABBVIE | $78,866 | $90,094 |
| ACCENTURE PLC IRELAND | $143,403 | $147,752 |
| ACCENTURE PLC IRELAND | $103,502 | $105,537 |
| ALPHABET CL A | $344,233 | $507,135 |
| ALPHABET INC | $443,687 | $563,893 |
| AMAZON.COM INC | $214,912 | $268,753 |
| AMAZON.COM INC | $334,178 | $498,015 |
| APPLE INC | $477,173 | $605,516 |
| APPLIED MATLS INC | $264,666 | $233,374 |
| ASML HLDG N V SPONSORED ADR | $368,678 | $336,837 |
| ATMOS ENERGY | $81,471 | $99,717 |
| AUTOZONE | $74,474 | $89,656 |
| BANK OF AMERICA | $111,247 | $150,661 |
| BECTON DICKINSON & CO | $637,439 | $615,271 |
| BERKSHIRE HATHAWAY | $474,194 | $533,511 |
| BLACKROCK FUNDING | $90,496 | $118,913 |
| BLACKSTONE INC | $85,693 | $117,418 |
| BOSTON SCIENTIFIC | $70,085 | $111,114 |
| BROADCOM INC | $175,367 | $383,463 |
| CACI INTL INC | $246,555 | $244,456 |
| CADENCE DESIGN | $100,050 | $110,569 |
| CHEVRON CORP NEW | $79,240 | $75,606 |
| CHEVRON CORP NEW | $518,250 | $502,015 |
| CHUBB LTD | $87,419 | $114,665 |
| CINTAS CORP | $93,732 | $122,226 |
| CNH INDL N V | $538,051 | $528,363 |
| COSTCO | $112,610 | $162,180 |
| WALT DISNEY CORPORATION | $84,097 | $77,277 |
| EASTMAN CHEM | $76,451 | $63,193 |
| ELI LILLY | $152,073 | $205,352 |
| EXPEDIA GROUP INC | $178,145 | $261,048 |
| EXXON MOBIL | $120,046 | $156,192 |
| FISERV INC | $155,012 | $222,675 |
| FOX CORP CL A | $31,197 | $50,135 |
| HOME DEPOT | $144,863 | $159,875 |
| HONEYWELL INTL | $113,652 | $129,887 |
| HUBBELL | $92,715 | $102,209 |
| ILLINOIS TOOL WORKS | $130,483 | $129,316 |
| JOHNSON & JOHNSON | $644,120 | $589,471 |
| JP MORGAN | $127,591 | $223,410 |
| LAM RESEARCH | $95,563 | $98,666 |
| LINDE PLC | $93,029 | $81,641 |
| LINDE PLC | $298,911 | $283,858 |
| LOWES COS INC | $220,089 | $237,175 |
| MARRIOTT INTL | $81,055 | $93,166 |
| MASTERCARD INC | $148,971 | $187,459 |
| MASTERCARD INC | $457,580 | $531,309 |
| MCDONALDS CORP | $80,144 | $85,807 |
| MCDONALDS CORP | $219,027 | $224,085 |
| MERCK | $115,294 | $108,035 |
| META | $226,769 | $392,292 |
| MICRON TECHNOLOGY INC | $154,381 | $147,701 |
| MICROSOFT CORP | $467,817 | $539,520 |
| MICROSOFT CORP | $585,999 | $606,960 |
| MORGAN STANLEY | $69,395 | $111,639 |
| MOTOROLA SOL | $48,810 | $109,549 |
| NVIDIA CORP | $521,856 | $523,462 |
| PEPSICO INC | $111,650 | $100,512 |
| PEPSICO INC | $754,013 | $688,984 |
| PHILIP MORRIS | $103,545 | $131,663 |
| PNC FINL SERVICES | $314,461 | $398,042 |
| PROCTOR & GAMBLE | $80,389 | $106,122 |
| QUANTA SVCS INC | $59,505 | $130,845 |
| QUANTA SVCS INC | $103,964 | $153,600 |
| RAYMOND JAMES FINANCIAL | $96,286 | $98,169 |
| REPUBLIC SVCS INC | $378,674 | $413,023 |
| S&P GLOBAL | $84,944 | $114,049 |
| SERVICE NOW | $75,925 | $116,613 |
| SHERWIN WILLIAMS | $93,669 | $83,623 |
| STRYKER | $66,839 | $80,291 |
| TAIWAN SEMI | $49,741 | $94,005 |
| TE CONNECTIVITY PLC | $579,456 | $582,460 |
| TELEDYNE TECH | $57,973 | $63,122 |
| TEXAS INSTRS INC | $209,671 | $229,325 |
| THERMO FISHER SCIENTIFIC | $737,034 | $685,663 |
| TJX COS | $73,899 | $101,480 |
| TRANSDIGM GROUP | $100,237 | $95,046 |
| UNITED HEALTH GROUP | $184,762 | $183,121 |
| VISA | $120,101 | $153,911 |
| VISTRA CORP | $104,760 | $314,619 |
| WEC ENERGY | $51,679 | $54,355 |
| WESCO INTL INC | $121,191 | $147,844 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,980,392 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,029,392 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,416,114 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,362,016 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Cost Or Other Basis | $387,125 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $48,117 | AccumulatedDepreciationAmt |
| Book Value | $339,008 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,000 | LegalFeesAmt |
| Net Investment Income | $3,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $27,582 | $0 | $27,582 |
| INSURANCE | $44,856 | $0 | $44,856 |
| MISCELLANEOUS | $779 | $0 | $779 |
| MEALS & ENTERTAINMENT | $176 | $0 | $176 |
| MAINTENANCE | $29,897 | $0 | $29,897 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO INVESTMENT BALANCES | Desc |
| Amt | $341,218 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $131,441 | Amt |
| Net Investment Income | $124,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,394 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $948 | Amt |
| Net Investment Income | $948 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |