RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-18
- IRS object ID
- 201401999349100510
- Schema version
- 2013v3.1
- 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
- Schedule B
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-18T13:54:24-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 HOLIDAY DR STE 105 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152202846 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O C ANDREW RUSSELL | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152224261 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C ANDREW RUSSELL | PersonNm |
| Person Title | MANAGER/TRUSTEE | PersonTitleTxt |
| Phone | 4125621700 | PhoneNum |
| Signature | 2014-06-27 | 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 | 2014-06-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $500,510 | 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 | $33,061 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,221 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,221 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,943 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,168 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,812 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $604 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $440 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $440 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,517 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30,731 | AcctRcvblAmt |
| Acct Rcvbl EOY | $30,731 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30,731 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $417,086 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,262 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $255,262 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $487,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $500,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $500,510 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,822 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,817 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,817 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $479,851 | UnrestrictedBOYAmt |
| Unrestricted EOY | $488,693 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $488,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $487,673 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $500,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $503,684 | SubtotalAmt |
| Other Decreases | $14,991 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $488,693 | 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 | $220,147 | GrossSalesPriceAmt |
| Cost Or Other Basis | $205,204 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,943 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,943 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,943 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,943 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,045 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $431,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099853 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,554 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $452,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.118434 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,721 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $359,379 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $305,765 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081435 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,968 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $326,102 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.137896 | DistributionYr5Rt |
| Total Distribution | 0.587101 | TotalDistributionRt |
| Average Distribution | 0.117420 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $487,854 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,284 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $263 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,547 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,540 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $526 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $526 | SubtotalAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $495 | AppliedToEsTaxAmt |
| Total Payments And Credits | $495 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $42 | TaxDueAmt |
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 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 10.00 | $0 | $0 | $0 |
| ANDREW K RUSSELL | ||||||||
| 3737 SW CASCADE TERRACE | PORTLAND | OR | 97205 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| AMY R ZEMPER | ||||||||
| 7676 GLANMORE COURT | DUBLIN | OH | 43017 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| CYNTHIA K RUSSELL | ||||||||
| 1251 WATERFRONT PLACE STE 400 | PITTSBURGH | PA | 152224261 | TRUSTEE | 10.00 | $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 | $444,340 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $495,283 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $495,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,429 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $487,854 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $526 | TotalTaxAmt |
| Distributable Before Adj | $23,867 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,867 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,540 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,540 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,540 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,867 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $28,827 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,733 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,994 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,658 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,540 | QualifyingDistributionsAmt |
| Applied To Current Year | $23,867 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,673 | RemainingDistriFromCorpusAmt |
| Total Corpus | $139,331 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,827 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $110,504 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,733 | ExcessFromYear4Amt |
| Excess From Year3 | $35,994 | ExcessFromYear3Amt |
| Excess From Year2 | $31,125 | ExcessFromYear2Amt |
| Excess From Year1 | $21,979 | ExcessFromYear1Amt |
| Excess From Current Year | $11,673 | 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 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PT PARK UNIV M COPE SCHOL | |||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $750 |
| MUSA | |||||||
| PO BOX 433 | HOMESTEAD | PA | 151200433 | NONE | CHARITY | DONATION | $250 |
| NEWTON COMMUNITY DEVELOPMENT FD | |||||||
| 425 WATERTOWN ST STE 205 | NEWTON | MA | 02458 | NONE | CHARITY | DONATION | $100 |
| THE DENIS THEATRE FOUNDATION | |||||||
| 685 WASHINGTON ROAD | PITTSBURGH | PA | 15228 | NONE | CHARITY | DONATION | $250 |
| ECONOMICS PA | |||||||
| 123 N MARKET STREET | SELLINSGROVE | PA | 17870 | NONE | CHARITY | DONATION | $5,000 |
| PITTSBURGH ZOO & PPG AQUARIUM | |||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | CHARITY | DONATION | $1,000 |
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $3,940 |
| ST ANTHONY SCHOOL PROGRAM | |||||||
| 2000 CORP DR STE 580 | WEXFORD | PA | 15090 | NONE | CHARITY | DONATION | $150 |
| VETERANS LEADERSHIP PROGRAM OF W PA | |||||||
| 2417 E CARSON STREET | PITTSBURGH | PA | 15203 | NONE | CHARITY | DONATION | $350 |
| TICKETS FOR KIDS CHARITIES | |||||||
| 439 FREEPORT RD STE 100 | PITTSBURGH | PA | 152152943 | NONE | CHARITY | DONATION | $1,000 |
| NATIONAL AVIARY IN PITTSBURGH | |||||||
| ALLEGHENY COMMONS WEST | PITTSBURGH | PA | 152125248 | NONE | CHARITY | DONATION | $100 |
| THE USO | |||||||
| PO BOX 96322 | WASHINGTON | DC | 200906322 | NONE | CHARITY | DONATION | $100 |
| MAGEE WOMENS RESEARCH INSTITUTE | |||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $500 |
| NFCA | |||||||
| P O BOX 14185 | PITTSBURGH | PA | 15239 | NONE | CHARITY | DONATION | $500 |
| CENTER FOR THEATER ARTS | |||||||
| 250 MT LEBANON BLVD | PITTSBURGH | PA | 15234 | NONE | CHARITY | DONATION | $425 |
| HEATHER'S FIGHT FOR THERAPY | |||||||
| HAMPTON TWP | PITTSBURGH | PA | 15101 | NONE | CHARITY | DONATION | $1,000 |
| NATIONAL MS SOCIETY | |||||||
| 1501 REEDSDALE ST 105 | PITTSBURGH | PA | 15233 | NONE | CHARITY | DONATION | $250 |
| TC OPEN - MAKE A WISH FD | |||||||
| 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $500 |
| LUCKY DOG RESCUE OF COLORADO | |||||||
| PO BOX 8856 | ASPEN | CO | 81612 | NONE | CHARITY | DONATION | $5,000 |
| 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 | $4,450 |
| SOLDIERS & SAILORS MEM HALL & MUSEU | |||||||
| 4141 FIFTH AVE | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $3,800 |
| VERLAND | |||||||
| 212 IRIS ROAD | SEWICKLEY | PA | 15143 | NONE | CHARITY | DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,540 | 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 | $4 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,221 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,943 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,168 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,168 | 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 |
| 7 | 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 Person | UPMC 2013 GOLF TOURNAMENT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 LOTHROP STREET | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152132582 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,731 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| C ANDREW RUSSELL |
| ANDREW K RUSSELL |
| AMY R ZEMPER |
| CYNTHIA K RUSSELL |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAMOND HILL SELECT FUND CL A | $45,399 | $45,399 |
| FIRST EAGLE OVERSEAS FUND | $17,015 | $17,015 |
| HARBOR INT'L FUND | $16,185 | $16,185 |
| ISHARES RUSSELL 3000 GROWTH INDEX FD | $37,732 | $37,732 |
| MATTHEWS PACIFIC TIGER FUND | $7,279 | $7,279 |
| METROPOLITAN WEST TOTAL RETURN BOND | $35,314 | $35,314 |
| PIMCO LOW DURATION FUND | $2,952 | $2,952 |
| PIMCO REAL RETURN FUND | $5,412 | $5,412 |
| PIMCO TOTAL RETURN FD INSTITUTIONAL | $35,227 | $35,227 |
| PRUDENTIAL JENNISON NATURAL RESOURCE | $11,252 | $11,252 |
| SELECT SECTOR SPDR TR UTILS | $13,859 | $13,859 |
| SPDR GOLD TR GOLD SHARES | $15,792 | $15,792 |
| SPDR INDEX SHS FDS DOW JONES GLOBAL | $5,523 | $5,523 |
| VIRTUS EMERGING MKTS OPPORTUNITIES | $6,321 | $6,321 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED NET DEPRECIATION IN INVESTMENT VALUES | Description |
| Amount | $14,991 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $152 | $152 |
| MISCELLANEOUS | $288 | $288 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISOR FEES | $4,912 | $4,912 |
| TAX PREPARATION | $3,900 | $3,900 |
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 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152132528 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES W/H ON DIVIDEND IN | $116 | $116 |
| FEDERAL EXCISE TAX ON INVESTMENT | $488 | $488 |