RUSSELL CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RUSSELL CHARITABLE FOUNDATION (EIN 25-6619892)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-23
- IRS object ID
- 201232059349100258
- Schema version
- 2011v1.2
- 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
- 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) |
|---|---|---|
| Timestamp | 2012-07-23T12:38:34-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-07-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID HOFFMAN | Name |
| Phone | 4122614895 | Phone |
| Date Prepared | 2012-07-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 445481 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 74912 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7950 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7950 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6161 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 204665 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6161 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 89026 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14114 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 3941 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3941 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 299 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 299 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 741 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 741 | TravConfMeetingNetInvstIncm |
| Other Expenses Rev And Expnss | 138 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 138 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 5119 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5119 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 53644 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 53644 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58763 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5119 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 53644 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 30263 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8995 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 60504 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 19836 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 19836 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 47300 | AccountsReceivable |
| Accounts Receivable EOY | 47300 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 47300 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 367521 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 378345 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 378345 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 428025 | TotalAssetsBOY |
| Total Assets EOY | 445481 | TotalAssetsEOY |
| Total Assets EOYFMV | 445481 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 7822 | AccountsPayableBOY |
| Accounts Payable EOY | 17083 | AccountsPayableEOY |
| Total Liabilities BOY | 7822 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17083 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 420203 | UnrestrictedBOY |
| Unrestricted EOY | 428398 | UnrestrictedEOY |
| Total Net Assets BOY | 420203 | TotalNetAssetsBOY |
| Total Net Assets EOY | 428398 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 428025 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 445481 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 420203 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 30263 | ExcessOfRevenueOverExpenses |
| Subtotal | 450466 | Subtotal |
| Other Decreases | 22068 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 428398 | 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 | 203588 | GrossSalesPrice |
| Cost Or Other Basis | 198504 | CostOrOtherBasis |
| Gain Or Loss | 5084 | GainOrLoss |
| Gains Minus Excess Or Losses | 5084 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6161 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 5084 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 53721 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 359379 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.149483 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 24900 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 305765 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.081435 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 44968 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 326102 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.137896 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34350 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 324416 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.105883 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 33100 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 291993 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.113359 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.588056 | TotalDistributionRatio |
| Average Distribution Ratio | 0.117611 | AverageDistributionRatio |
| Net Noncharitable Assets | 452185 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 53182 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 90 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 53272 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 53644 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 90 | InvestmentIncomeExciseTax |
| Subtotal | 90 | Subtotal |
| Tax Based On Investment Income | 90 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 89 | TaxPaidWithExtension |
| Total Credits And Payments | 90 | TotalCreditsAndPayments |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | ||||||||
| 625 LIBERTY AVENUE SUITE 3100 | PITTSBURGH | PA | 15222 | 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 | 382553 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 29218 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 47300 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 459071 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 459071 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6886 | CashDeemedCharitable |
| Net Noncharitable Assets | 452185 | NetNoncharitableAssets |
| Minimum Investment Return | 22609 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22609 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 90 | TaxBasedOnInvestmentIncome |
| Total Tax | 90 | TotalTax |
| Distributable Amount Before Adj | 22519 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 22519 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 22519 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 53644 | ExpensesAndContributions |
| Qualifying Distributions | 53644 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 90 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 53554 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22519 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 18673 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 18279 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 28827 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 9733 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 35994 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 111506 | TotalExcessDistriCarryover |
| Qualifying Distributions | 53644 | QualifyingDistributions |
| Applied To Current Year | 22519 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 31125 | RemainingDistriFromCorpus |
| Total Corpus | 142631 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 18673 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 123958 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 18279 | ExcessFromYear4 |
| Excess From Year3 | 28827 | ExcessFromYear3 |
| Excess From Year2 | 9733 | ExcessFromYear2 |
| Excess From Year1 | 35994 | ExcessFromYear1 |
| Excess From Current Year | 31125 | 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 |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 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 | $1,200 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $2,500 |
| SHINING STARS | |||||||
| P O BOX 1308 | ASPEN | CO | 81612 | NONE | CHARITY | DONATION | $250 |
| MALONE UNIVERSITY | |||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 44709 | NONE | CHARITY | DONATION | $250 |
| ECONOMICS PA | |||||||
| 123 N MARKET STREET | SELLINSGROVE | PA | 17870 | NONE | CHARITY | DONATION | $15,190 |
| JUNIOR ACHIEVEMENT | |||||||
| ONE ALLEGHENY CTR STE430 | PITTSBURGH | PA | 15212 | NONE | CHARITY | DONATION | $500 |
| ANIMAL FRIENDS INC | |||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | CHARITY | DONATION | $9,650 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| P O BOX 6823 | PITTSBURGH | PA | 15212 | NONE | CHARITY | DONATION | $1,000 |
| TASTE OF THE NFL | |||||||
| 5100 EDEN AVE STE 103 | EDINA | MN | 55436 | NONE | CHARITY | DONATION | $1,009 |
| PITTSBURGH YOUTH LEADERSH | |||||||
| 1034 FIFTH AVE STE 400 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $600 |
| OPERATION TROOP APPRECIATION | |||||||
| P O BOX 14550 | PITTSBURGH | PA | 15234 | NONE | CHARITY | DONATION | $1,000 |
| BOYS & GIRLS CLUB OF W PA | |||||||
| 5432 BUTLER STREET | PITTSBURGH | PA | 15201 | NONE | CHARITY | DONATION | $400 |
| ROARING FORK CONSERVANCY | |||||||
| P O BOX 3349 | BASALT | CO | 81621 | NONE | CHARITY | DONATION | $250 |
| 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 | $1,425 |
| 2011 SCOUTING FOR FOOD CA | |||||||
| 600 GRANT STREET ROOM 639 | PITTSBURGH | PA | 15219 | NONE | CHARITY | DONATION | $500 |
| 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 | $1,000 |
| AIRLIFT RESEARCH FD | |||||||
| 1601 MARYS AVE STE 2G-2 | PITTSSBURGH | PA | 15215 | NONE | CHARITY | DONATION | $500 |
| 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 | $500 |
| N LIBERTY CHURCH OF CHRIST | |||||||
| 65225 STATE ROAD 23 | NORTH LIBERTY | IN | 46554 | NONE | CHARITY | DONATION | $500 |
| ANDREW CARNEGIE FREE LIBRARY & MUSI | |||||||
| 300 BEECHWOOD AVE | CARNEGIE | PA | 15106 | NONE | CHARITY | DONATION | $250 |
| MOTHER'S HOPE | |||||||
| 133 BLACK OAK DRIVE | PITTSBURGH | PA | 15220 | NONE | CHARITY | DONATION | $250 |
| VETERANS LEADERSHIP PROGR | |||||||
| 603 BEAVER STREET | SEWICKLEY | PA | 15143 | NONE | CHARITY | DONATION | $1,000 |
| THE LINSLY SCHOOL | |||||||
| 60 KNOX LANE | WHEELING | WV | 26003 | NONE | CHARITY | DONATION | $500 |
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | DONATION | $400 |
| UPMC | |||||||
| 3600 FORBES AVE MEYRAN | PITTSBURGH | PA | 15213 | NONE | CHARITY | DONATION | $8,520 |
| MT LEBANON VETERANS MEMORIAL | |||||||
| 710 WASHINGTON ROAD | PITTSBURGH | PA | 15228 | NONE | CHARITY | DONATION | $1,000 |
| UNITED WAY | |||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | CHARITY | DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 53644 | 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 | 3 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7950 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 6161 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14114 | 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 (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | UPMC 2011 GOLF TOURNAMENT | 200 LOTHROP STREET | PITTSBURGH | PA | 152132582 | 46000 | X |
| 2 | LESTER MILLER | 9904 CLAYTON ROAD STE B | ST LOUIS | MO | 63124 | 5000 | X |
| 3 | C ANDREW RUSSELL | 1251 WATERFRONT PLACE STE 400 | PITTSBURGH | PA | 15222 | 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 (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COHEN & STEERS INST'L - REALTY SHARE | 5443 | 5443 |
| COHEN & STEERS INST'L - GLOBAL REALT | 18028 | 18028 |
| DIAMOND HILL SELECT FUND CL A | 62832 | 62832 |
| FIRST EAGLE OVERSEAS FUND | 24353 | 24353 |
| HARBOR INT'L FUND | 23511 | 23511 |
| ISHARES RUSSELL 3000 GROWTH INDEX FD | 64811 | 64811 |
| ISHARES TR S&P GSSI NAT RES | ||
| JPMORGAN CHASE & CO ALERIAN MLP INDE | 17604 | 17604 |
| MATTHEWS PACIFIC TIGER FUND | 18520 | 18520 |
| PIMCO TOTAL RETURN FUND | 94315 | 94315 |
| PIMCO REAL RETURN FUND | ||
| PRUDENTIAL JENNISON NATURAL RESOURCE | 31288 | 31288 |
| SECTOR SPDR TR SHS BEN INT UTILITIES | 17640 | 17640 |
| WILLIAM BLAIR GROWTH FUND CL I |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED DEPRECIATION IN INVESTMENT VALUES | Description |
| Amount | $22,068 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 128 | 128 |
| MARGIN INTEREST | 10 | 10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | Category |
| Amount | $3,941 | Amount |
| Net Investment Income | 3941 | 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 | $177 | 177 |
| FEDERAL EXCISE TAX ON INVESTMENT | $122 | 122 |