RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201332279349100268
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T11:02:04-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROSCH & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD ST 2430 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256619892 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | RUSS | NameControl |
| Phone | 4125621700 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C ANDREW RUSSELL | Name |
| Title | MANAGER/TRUSTEE | Title |
| Phone | 4125621700 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HOFFMAN | Name |
| Phone | 4122614895 | Phone |
| Date Prepared | 2013-08-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 487673 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 53301 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 12463 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12463 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16574 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 241492 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16574 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 82340 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29039 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 4257 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4257 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 244 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 244 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 125 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 4626 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4626 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 43045 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43045 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47671 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4626 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43045 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 34669 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24413 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 19836 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 70587 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 70587 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 47300 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 378345 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 417086 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 417086 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 445481 | TotalAssetsBOY |
| Total Assets EOY | 487673 | TotalAssetsEOY |
| Total Assets EOYFMV | 487673 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 17083 | AccountsPayableBOY |
| Accounts Payable EOY | 7822 | AccountsPayableEOY |
| Total Liabilities BOY | 17083 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7822 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 428398 | UnrestrictedBOY |
| Unrestricted EOY | 479851 | UnrestrictedEOY |
| Total Net Assets BOY | 428398 | TotalNetAssetsBOY |
| Total Net Assets EOY | 479851 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 445481 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 487673 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 428398 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 34669 | ExcessOfRevenueOverExpenses |
| Other Increases | 16784 | OtherIncreases |
| Subtotal | 479851 | Subtotal |
| Total Net Assets Fund Balances EOY | 479851 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 237709 | GrossSalesPrice |
| Cost Or Other Basis | 224918 | CostOrOtherBasis |
| Gain Or Loss | 12791 | GainOrLoss |
| Gains Minus Excess Or Losses | 12791 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16574 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 12791 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 53554 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 452185 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.118434 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 53721 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 359379 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.149483 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24900 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 305765 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.081435 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 44968 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 326102 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.137896 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 34350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 324416 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.105883 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.593131 | TotalDistributionRatio |
| Average Distribution Ratio | 0.118626 | AverageDistributionRatio |
| Net Noncharitable Assets | 431084 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 51138 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 244 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 51382 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43045 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 488 | InvestmentIncomeExciseTax |
| Subtotal | 488 | Subtotal |
| Tax Based On Investment Income | 488 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 393 | TaxPaidWithExtension |
| Total Credits And Payments | 393 | TotalCreditsAndPayments |
| Tax Due | 95 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | C ANDREW RUSSELL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4125621700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 412139 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25510 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 437649 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 437649 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6565 | CashDeemedCharitable |
| Net Noncharitable Assets | 431084 | NetNoncharitableAssets |
| Minimum Investment Return | 21554 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 21554 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 488 | TaxBasedOnInvestmentIncome |
| Total Tax | 488 | TotalTax |
| Distributable Amount Before Adj | 21066 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 21066 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 21066 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43045 | ExpensesAndContributions |
| Qualifying Distributions | 43045 | QualifyingDistributions |
| Adj Qualifying Distributions | 43045 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 21066 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 18279 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 28827 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9733 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 35994 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 31125 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 123958 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43045 | QualifyingDistributions |
| Applied To Current Year | 21066 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 21979 | RemainingDistriFromCorpus |
| Total Corpus | 145937 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 18279 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 127658 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 28827 | ExcessFromYear4 |
| Excess From Year3 | 9733 | ExcessFromYear3 |
| Excess From Year2 | 35994 | ExcessFromYear2 |
| Excess From Year1 | 31125 | ExcessFromYear1 |
| Excess From Current Year | 21979 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C ANDREW RUSSELL | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | C ANDREW RUSSELL | RecipientName |
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 Number | 4125621700 | RecipientPhoneNumber |
| Recipient Email Address | RUSSELL@LIBERTYTIRE.COM | RecipientEmailAddress |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PT PARK UNIV M COPE SCHOL | |||||||
| 201 WOOD STREET | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $1,500 |
| ROARING FORK OUTDOOR VOLUNTEERS | |||||||
| PO BOX 1341 | BASALT | CO | 81621 | NONE | CHARITY | DONATION | $1,000 |
| BLIND VISION & REHAB SERVICES | |||||||
| 1800 WEST STREET | HOMESTEAD | PA | 15120 | NONE | CHARITY | DONATION | $500 |
| MUSCULAR DISTROPHY ASSOC | |||||||
| 400 PENN CENTER BLVD 524 | PITTSBURGH | PA | 15235 | NONE | CHARITY | DONATION | $300 |
| ECONOMICS PA | |||||||
| 123 N MARKET STREET | SELLINSGROVE | PA | 17870 | NONE | CHARITY | DONATION | $4,670 |
| PITTSBURGH ZOO & PPG AQUARIUM | |||||||
| ONE WILD PLACE | PITTSBURGH | PA | 15206 | NONE | CHARITY | DONATION | $500 |
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $5,000 |
| HEINZ HISTORY CENTER | |||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $250 |
| TASTE OF THE NFL | |||||||
| 5100 EDEN AVE STE 103 | EDINA | MN | 55436 | NONE | CHARITY | DONATION | $11,750 |
| PITTSBURGH YOUTH LEADERSH | |||||||
| 1034 FIFTH AVE STE 400 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $600 |
| CHILDRENS CANCER DREAM NETWORK | |||||||
| P O BOX 7081 | GREENWOOD | IN | 46142 | NONE | CHARITY | DONATION | $200 |
| FAMILY HOSPICE | |||||||
| 50 MOFFETT STREET | PITTSBURGH | PA | 15243 | NONE | CHARITY | DONATION | $250 |
| ROARING FORK CONSERVANCY | |||||||
| P O BOX 3349 | BASALT | CO | 81621 | NONE | CHARITY | DONATION | $450 |
| NFCA | |||||||
| P O BOX 14185 | PITTSBURGH | PA | 15239 | NONE | CHARITY | DONATION | $1,000 |
| CENTER FOR THEATER ARTS | |||||||
| 250 MT LEBANON BLVD | PITTSBURGH | PA | 15234 | NONE | CHARITY | DONATION | $250 |
| W2W BREAST CANCER FD | |||||||
| 6278 NORTH FEDL HGHWY | FT LAUDERDALE | FL | 33308 | NONE | CHARITY | DONATION | $75 |
| PTRS FOR QUALITY FD INC | |||||||
| 250 CLEVER ROAD | MCKEES ROCKS | PA | 15136 | NONE | CHARITY | DONATION | $500 |
| TC OPEN - MAKE A WISH FD | |||||||
| 707 GRANT ST STE 3700 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $500 |
| VANGUARD SCHOOL | |||||||
| 22000 HIGHWAY 27 | LAKE WALES | FL | 33859 | NONE | CHARITY | DONATION | $250 |
| CHUCK FOLEY MEMORIAL FD | |||||||
| 121 NORMANDY COURT | NEVILLEWOOD | PA | 15142 | NONE | CHARITY | DONATION | $1,500 |
| THE ROTARY FOUNDATION | |||||||
| P O BOX 36 | MILTON | PA | 17847 | NONE | CHARITY | DONATION | $250 |
| ANIMAL RESCUE LEAGUE | |||||||
| 6620 HAMILTON AVE | PITTSBURGH | PA | 15206 | NONE | CHARITY | DONATION | $250 |
| ANDREW CARNEGIE FREE LIBRARY & MUSI | |||||||
| 300 BEECHWOOD AVE | CARNEGIE | PA | 15106 | NONE | CHARITY | DONATION | $250 |
| WOUNDED WARRIOR PROJECT | |||||||
| 301 GRANT STREET 900 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $200 |
| HOMELESS CHILDRENS EDUC FD | |||||||
| 2100 SMALLMAN STREET 2ND | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $600 |
| THE LINSLY SCHOOL | |||||||
| 60 KNOX LANE | WHEELING | WV | 26003 | NONE | CHARITY | DONATION | $500 |
| DAPPER DAN CHARITIES | |||||||
| 34 BLVD OF THE ALLIES | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $2,125 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $500 |
| DUQUESNE UNIVERSITY | |||||||
| 600 FORBES AVENUE | PITTSBURGH | PA | 15282 | NONE | CHARITY | DONATION | $1,350 |
| UNITED WAY | |||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $1,000 |
| HISTORICAL SOCIETY OF CARNEGIE | |||||||
| 1 WEST MAIN STREET | CARNEGIE | PA | 15106 | NONE | CHARITY | DONATION | $250 |
| BAY VALLEY FOODS | |||||||
| 1555 E HIGHWAY 151 | PLATTEVILLE | WI | 53818 | NONE | CHARITY | DONATION | $700 |
| SIGMA CHI FD | |||||||
| 1714 HMMAN AVE | EVANSTON | IL | 60201 | NONE | CHARITY | DONATION | $1,000 |
| SOLDIERS & SAILORS MEM HALL | |||||||
| 4141 FIFTH AVE | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $550 |
| LOOSE CANNONS INC | |||||||
| 471 WEST END AVE | NEW YORK | NY | 10024 | NONE | CHARITY | DONATION | $250 |
| VERLAND | |||||||
| 212 IRIS ROAD | SEWICKLEY | PA | 15143 | NONE | CHARITY | DONATION | $250 |
| CCO | |||||||
| 5912 PENN AVE | PITTSBURGH | PA | 15206 | NONE | CHARITY | DONATION | $500 |
| UNITED WAY | |||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | DONATION | $1,475 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43045 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12463 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16574 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 29039 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29039 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 4 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
| 7 | INCREASED ASSETS AVAILABLE FOR CHARITABLE PURPOSES |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | UPMC 2012 GOLF TOURNAMENT | 200 LOTHROP STREET | PITTSBURGH | PA | 152132582 | 45000 | X |
| 2 | FIRST NATIONAL BANK OF PA | ONE FNB BOULEVARD | HERMITAGE | PA | 16148 | 5000 | X |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| C ANDREW RUSSELL |
| ANDREW K RUSSELL |
| AMY R ZEMPER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (15 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COHEN & STEERS INST'L - REALTY SHARE | ||
| COHEN & STEERS INST'L GLOBAL REALTY | ||
| DIAMOND HILL SELECT FUND CL A | 55745 | 55745 |
| FIRST EAGLE OVERSEAS FUND | 28775 | 28775 |
| HARBOR INT'L FUND | 27162 | 27162 |
| ISHARES RUSSELL 3000 GROWTH INDEX FD | 57801 | 57801 |
| JPMORGAN CHASE & CO. ALERIAN MLP | ||
| MATTHEWS PACIFIC TIGER FUND | 14065 | 14065 |
| METROPOLITAN WEST TOTAL RETURN BOND | 69751 | 69751 |
| PIMCO TOTAL RETURN FD INSTITUTIONAL | 71631 | 71631 |
| PRUDENTIAL JENNISON NATURAL RESOURCE | 20453 | 20453 |
| SELECT SECTOR SPDR TR UTILS | 25249 | 25249 |
| SPDR GOLD TR GOLD SHARES | 22035 | 22035 |
| SPDR INDEX SHS FDS DOW JONES GLOBAL | 11046 | 11046 |
| VIRTUS EMERGING MKTS OPPORTUNITIES | 13373 | 13373 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 125 | 125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPRECIATION IN INVESTMENT VALUES | Description |
| Amount | $16,784 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | Category |
| Amount | $4,257 | Amount |
| Net Investment Income | 4257 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| UPMC HEALTH SYSTEM | |||
| 200 LOTHROP STREET | PITTSBURGH | PA | 152132528 |
| LESTER MILLER | |||
| 9904 CLAYTON ROAD SUITE B | ST LOUIS | MO | 63124 |
| C ANDREW RUSSELL | |||
| 1251 WATERFRONT PLACE STE 400 | PITTSBURGH | PA | 152224227 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES W/H ON DIVIDEND IN | $155 | 155 |
| FEDERAL EXCISE TAX ON INVESTMENT | $89 | 89 |