RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201501349349101700
- Schema version
- 2014v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T10:38:29-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251502921 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROSCH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 HOLIDAY DR STE 105 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152202846 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256619892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O C ANDREW RUSSELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUSS | BusinessNameControlTxt |
| Phone | 4125621700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 WATERFRONT PL STE 400 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152224261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C ANDREW RUSSELL | PersonNm |
| Person Title | MANAGER/TRUSTEE | PersonTitleTxt |
| Phone | 4125621700 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID HOFFMAN | PreparerPersonNm |
| PTIN | P00546882 | PTIN |
| Phone | 4124584900 | PhoneNum |
| Preparation | 2015-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $487,183 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,937 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,193 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,363 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,830 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,830 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,517 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,342 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,342 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30,731 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $255,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $433,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $433,841 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $500,510 | TotalAssetsBOYAmt |
| Total Assets EOY | $487,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $487,183 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,817 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,817 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $11,817 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,817 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $488,693 | UnrestrictedBOYAmt |
| Unrestricted EOY | $475,366 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $488,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $475,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $500,510 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $487,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $488,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,839 | OtherIncreasesAmt |
| Subtotal | $475,366 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $475,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $288,036 | GrossSalesPriceAmt |
| Cost Or Other Basis | $284,271 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,765 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,765 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,765 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,765 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $35,540 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $487,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072850 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,045 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $431,084 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,554 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $452,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.118434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $359,379 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $305,765 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081435 | DistributionYr5Rt |
| Total Distribution | 0.522055 | TotalDistributionRt |
| Average Distribution | 0.104411 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $496,564 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,847 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $102 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,949 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $83,830 | 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 | $102 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $102 | SubtotalAmt |
| Tax Based On Investment Income | $102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $530 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $530 | TotalPaymentsAndCreditsAmt |
| Overpayment | $428 | OverpaymentAmt |
| Applied To ES Tax | $428 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | C ANDREW RUSSELL | IndividualWithBooksNm |
| Phone | 4125621700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 WATERFRONT PLACE STE 400 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| C ANDREW RUSSELL | ||||||||
| 1251 WATERFRONT PLACE SUITE 400 | PITTSBURGH | PA | 152224227 | TRUSTEE/MGR | 0.50 | $0 | $0 | $0 |
| ANDREW K RUSSELL | ||||||||
| 3737 SW CASCADE TERRACE | PORTLAND | OR | 97205 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| AMY R ZEMPER | ||||||||
| 7676 GLANMORE COURT | DUBLIN | OH | 43017 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CYNTHIA K RUSSELL | ||||||||
| 1251 WATERFRONT PLACE STE 400 | PITTSBURGH | PA | 152224261 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $473,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $504,126 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $504,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $496,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102 | TotalTaxAmt |
| Distributable Before Adj | $24,726 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,726 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,830 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,830 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $102 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $83,728 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,726 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,733 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,994 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,125 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,673 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,830 | QualifyingDistributionsAmt |
| Applied To Current Year | $24,726 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,104 | RemainingDistriFromCorpusAmt |
| Total Corpus | $169,608 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,733 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,994 | ExcessFromYear4Amt |
| Excess From Year3 | $31,125 | ExcessFromYear3Amt |
| Excess From Year2 | $21,979 | ExcessFromYear2Amt |
| Excess From Year1 | $11,673 | ExcessFromYear1Amt |
| Excess From Current Year | $59,104 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | C ANDREW RUSSELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 WATERFRONT PLACE STE 400 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4125621700 | RecipientPhoneNum |
| Recipient Email Address | RUSSELL@LIBERTYTIRE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| POINT PARK UNIVERSITY | |||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $1,000 |
| MAKE A WISH FOUNDATION | |||||||
| 707 GRANT STREET 37TH FL | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $1,000 |
| TASTE OF THE NFL | |||||||
| 5100 EDEN AVE SUITE 103 | EDINA | MN | 55436 | NONE | CHARITY | DONATION | $4,800 |
| PITTSBURGH YOUTH LEADERSHIP INC | |||||||
| 1034 5TH AVE STE 400 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $500 |
| ECONOMICS PA | |||||||
| 123 N MARKET STREET | SELLINSGROVE | PA | 17870 | NONE | CHARITY | DONATION | $2,105 |
| PITTSBURGH ZOO & PPG AQUARIUM | |||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | CHARITY | DONATION | $2,500 |
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $15,500 |
| ST BARNABAS CHARITIES | |||||||
| 5850 MERIDIAN ROAD | GIBSONIA | PA | 15044 | NONE | CHARITY | DONATION | $250 |
| VETERANS LEADERSHIP PROGRAM OF W PA | |||||||
| 2417 E CARSON STREET | PITTSBURGH | PA | 15203 | NONE | CHARITY | DONATION | $350 |
| PG CHARITIES GOOD FELLOWS FUND | |||||||
| 34 BLVD OF THE ALLIES | PITTSBURGH | PA | 15220 | NONE | CHARITY | DONATION | $250 |
| ROARING FORK CONSERVANCY | |||||||
| PO BOX 3349 | BASALT | CO | 81621 | NONE | CHARITY | DONATION | $450 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | NONE | CHARITY | DONATION | $1,000 |
| MAGEE WOMENS RESEARCH INSTITUTE | |||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $250 |
| NFCA | |||||||
| P O BOX 14185 | PITTSBURGH | PA | 15239 | NONE | CHARITY | DONATION | $500 |
| SHERWOOD FOREST CAMP | |||||||
| 2708 SUTTON BLVD | ST LOUIS | MO | 63143 | NONE | CHARITY | DONATION | $1,000 |
| PITTERICH FOUNDATION | |||||||
| 801A BLACKBURN ROAD | SEWICKLEY | PA | 15143 | NONE | CHARITY | DONATION | $1,000 |
| LIGHT OF LIFE MISSION | |||||||
| 10 E NORTH AVENUE | PITTSBURGH | PA | 15212 | NONE | CHARITY | DONATION | $250 |
| TC OPEN - MAKE A WISH FD | |||||||
| 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $1,000 |
| ALZHEIMER'S DISEASE RESEARCH CENTER | |||||||
| 3501 FORBES AVE STE 830 | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $50 |
| DAPPER DAN CHARITIES | |||||||
| 34 BLVD OF THE ALLIES | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $1,125 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $2,000 |
| SOLDIERS & SAILORS MEM HALL & MUSEU | |||||||
| 4141 FIFTH AVE | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $2,800 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | NONE | CHARITY | DONATION | $100 |
| UPMC CANCER RESEARCH | |||||||
| 5150 CENTRE AVE | PITTSBURGH | PA | 15232 | NONE | CHARITY | DONATION | $50 |
| THE WILDS | |||||||
| 14000 INTL ROAD | CUMBERLAND | OH | 43732 | NONE | CHARITY | DONATION | $900 |
| WILDERNESS WORKSHOP | |||||||
| 520 SOUTH 3RD STREET | CARBONDALE | CO | 81623 | NONE | CHARITY | DONATION | $100 |
| HOMELESS CHILDREN EDUCATION FUND | |||||||
| 2020 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $2,300 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON RD STE 200 | BETHESDA | MD | 20814 | NONE | CHARITY | DONATION | $500 |
| CHUCK FOLEY FOUNDATION | |||||||
| 121 NORMANDY COURT | NEVILLEWOOD | PA | 15142 | NONE | CHARITY | DONATION | $200 |
| VETERAN'S EDUC TRAINING PLACEMENT | |||||||
| 1626 POWERS RUN ROAD | PITTSBURGH | PA | 15238 | NONE | CHARITY | DONATION | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,830 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $13,171 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,765 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,937 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,937 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 4 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 8 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
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 |
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 | UPMC 2014 GOLF TOURNAMENT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LOTHROP STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152132582 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAMOND HILL SELECT FUND CL A | ||
| FIRST EAGLE OVERSEAS FUND | $15,573 | $15,573 |
| HARBOR INT'L FUND | ||
| HARDING LOEVNER INT'L | $15,218 | $15,218 |
| ISHARES CORE ETF AGGREGATE BOND | $33,731 | $33,731 |
| ISHARES ETF FLOATING RATE BOND ETF | $6,543 | $6,543 |
| ISHARES ETF MSCI FRONTIER 100 FUND | $21,930 | $21,930 |
| ISHARES MORNINGSTAR SMALL-CAP VALUE | $9,936 | $9,936 |
| ISHARES RUSSELL 3000 GROWTH INDEX FD | ||
| ISHARES TR TIPS BOND ETF | $6,713 | $6,713 |
| LOOMIS SAYLES BOND FUND | $8,380 | $8,380 |
| MATTHEWS PACIFIC TIGER FUND | ||
| METROPOLITAN WEST TOTAL RETURN BOND | $42,731 | $42,731 |
| PIMCO LOW DURATION FUND | ||
| PIMCO REAL RETURN FUND | ||
| PIMCO TOTAL RETURN FD INSTITUTIONAL | ||
| POWERSHARES QQQ TRUST SER 1 | $13,521 | $13,521 |
| PROSHARES SHORT S&P 500 | $11,761 | $11,761 |
| PRUDENTIAL JENNISON NATURAL RESOURCE | $9,597 | $9,597 |
| RIVERBRIDGE GROWTH FUND INST | $32,869 | $32,869 |
| ROBECO BOSTON PARTNERS | $29,290 | $29,290 |
| SCHWAB FUNDAMENTAL INT'L | $13,004 | $13,004 |
| SELECT SECTOR SPDR TR UTILS | ||
| SPDR BARCLAYS ETF | $5,749 | $5,749 |
| SPDR GOLD TRUST | $7,723 | $7,723 |
| SPDR GOLD TR GOLD SHARES | $10,790 | $10,790 |
| SPDR INDEX SHS FDS DOW JONES GLOBAL | $10,310 | $10,310 |
| VANGUARD FTSE EMERGING MARKETS | $22,496 | $22,496 |
| VANGUARD FTSE ETF DEVELOPED MARKETS | $26,550 | $26,550 |
| VANGUARD GROWTH | $13,002 | $13,002 |
| VANGUARD MID CAP | $25,904 | $25,904 |
| VANGUARD VALUE | $31,121 | $31,121 |
| VIRTUS EMERGING MKTS OPPORTUNITIES | $9,399 | $9,399 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $142 | $142 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED NET APPRECIATION IN INVESTMENTS | Desc |
| Amt | $27,839 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $5,193 | Amt |
| Net Investment Income | $5,193 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UPMC HEALTH SYSTEM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LOTHROP STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152132528 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES W/H ON DIVIDEND IN | $296 | $296 |
| FEDERAL EXCISE TAX ON INVESTMENT | $1,067 | $1,067 |