WITTMER ZOERB FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WITTMER ZOERB FOUNDATION (EIN 93-4961379)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-12
- IRS object ID
- 202601329349102485
- Schema version
- 2024v5.5
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:51:17-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251771198 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS COULSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 FORT DUQUESNE BLVD 16TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 934961379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITTMER ZOERB FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WITT | BusinessNameControlTxt |
| Phone | 4127658939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2302 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152302302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA LOVEJOY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4127658939 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P JOHNSON | PreparerPersonNm |
| PTIN | P01589377 | PTIN |
| Phone | 4124540200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,765,058 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $256,231 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $256,231 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $619,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $619,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,000,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $767,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $875,667 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $211,780 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,780 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $205 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $212,137 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $619,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $619,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $831,137 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $619,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $663,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,824 | CashBOYAmt |
| Cash EOY | $6,033 | CashEOYAmt |
| Cash EOYFMV | $6,033 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,028,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,295,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,295,972 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,844,733 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,708,726 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,750,665 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $24,314,247 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,830,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,037,887 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $391,371 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,678,498 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,674,501 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $31,583,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,520,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,765,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $31,583,356 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,520,141 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,583,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,520,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,583,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,520,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,583,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,520,141 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,520,141 | 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 |
| Acquired | 2024-07-01 | AcquiredDt |
| Sold | 2025-06-30 | SoldDt |
| Gross Sales Price | $5,000,602 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,108,347 | CostOrOtherBasisAmt |
| Gain Or Loss | -$107,745 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$107,745 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $489 | EsPenaltyAmt |
| Overpayment | $10,285 | OverpaymentAmt |
| Applied To ES Tax | $9,240 | AppliedToESTaxAmt |
| Refund | $1,045 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127658939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2302 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152302302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA LOVEJOY | ||||||||
| PO BOX 2302 | PITTSBURGH | PA | 152302302 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ERICA L SNYDER | ||||||||
| PO BOX 2302 | PITTSBURGH | PA | 152302302 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ERICA L SNYDER | ||||||||
| PO BOX 2302 | PITTSBURGH | PA | 152302302 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,098,105 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,595,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,254,287 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,947,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,947,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $539,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,408,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,770,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,770,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,226 | TotalTaxAmt |
| Distributable Before Adj | $1,761,193 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,761,193 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,761,193 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $619,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $619,205 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,761,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $540,717 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $619,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $540,717 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,682,705 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1ST CONGREGATIONAL CHURCH OF ETNA | ||||||||
| 49 LOCUST STREET | PITTSBURGH | PA | 15223 | NONE | NC | RELIGIOUS SUPPORT | $5,000 | |
| ALLIED ARTISTS OF JOHNSTOWN | ||||||||
| C/O BOTTLEWORKS 411 3RD AVE | JOHNSTOWN | PA | 15906 | NONE | PC | ARTS & CULTURE | $7,000 | |
| AMERICAN RED CROSS | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | DISASTER RELIEF | $14,000 | |
| ANIMAL FRIENDS | ||||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | PC | ANIMAL PROTECTION & WELFARE | $15,000 | |
| ASSOCIATED ARTISTS OF PITTSBURGH | ||||||||
| 100 43RD STREET UNIT 107 | PITTSBURGH | PA | 15207 | NONE | PC | SUPPORT, PROMOTE & EXHIBIT WORK OF VISUAL ARTISTS | $7,000 | |
| BAKERSFIELD SOMERSET COUNTY VFD | ||||||||
| 2341 W BAKERSVILLE EDIE RD | SOMERSET | PA | 15501 | NONE | PC | FIRE PROTECTION & EMERGENCY SERVICES | $7,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | ANIMAL PROTECTION & WELFARE | $5,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | NONE | NC | EDUCATION | $70,000 | |
| CARNEGIE MUSEUM OF ART | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | ARTS CULTURE AND HUMANITIES | $35,000 | |
| CHILDREN'S INSTITUTE PITTSBURGH | ||||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 15217 | NONE | PC | EDUCATION FOR CHILDREN & FAMILIES ON BEHAVIOR THERAPIES | $25,000 | |
| COMMUNITY ARTS CENTER OF CAMBRIA COUNTY | ||||||||
| 1217 MENOHER BLVD | JOHNSTOWN | PA | 15905 | NONE | PC | ARTS, EDUCATION, EVENTS, PERFORMANES & EXHIBITIONS | $6,000 | |
| HUMANE ANIMAL RESCUE OF PITTSBURGH | ||||||||
| 6926 HAMILTON AVE | PITTSBURGH | PA | 15208 | NONE | PC | ANIMAL PROTECTION & WELFARE | $15,000 | |
| HUMANE SOCIETY OF SOMERSET COUNTY | ||||||||
| PO BOX 182 | SOMERSET | PA | 15501 | NONE | PC | ANIMAL PROTECTION & WELFARE | $55,000 | |
| LAUREL ARTS OF SOMERSET | ||||||||
| 601 GEORGIAN PLACE | SOMERSET | PA | 15501 | NONE | NC | ARTS EDUCATION | $30,000 | |
| MAKE A WISH FOUNDATION OF WPA | ||||||||
| 436 SEVENTH AVE 25TH FLOOR | PITTSBURGH | PA | 152191986 | NONE | PC | GRANT ONE TIME WISH OF CHILDREN WITH CRITICAL ILLNESS | $6,000 | |
| MEALS ON WHEELS (SOMERSET) | ||||||||
| 235 W CHURCH STREET | SOMERSET | PA | 15501 | NONE | PC | NUTRITIONAL MEALS FOR ELDERLY & NEEDY | $7,000 | |
| OPERATION SMILE | ||||||||
| 3641 FACULTY BOULEVARD | VIRGINIA BEACH | VA | 23453 | NONE | PC | FREE CLEFT LIP & PALATE REPAIR SURGURIES FOR CHILDREN | $6,000 | |
| PHIPPS CONSERVATORY AND BOTANICAL GARDEN | ||||||||
| ONE SCHENLEY PARK | PITTSBURGH | PA | 152133830 | NONE | PC | BOTANICAL, HORICULTURAL & LANDSCAPE SERVICES | $6,000 | |
| PITTSBURGH PUBLIC THEATRE | ||||||||
| 621 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | PERFORMING ARTS | $10,000 | |
| PITTSBURGH SYMPHONY | ||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | PERFORMING ARTS | $35,000 | |
| SIXTH PRESBYTERIAN CHURCH OF PITTSBURGH | ||||||||
| 1688 MURRAY AVENUE | PITTSBURGH | PA | 15217 | NONE | NC | RELIGIOUS SUPPORT | $30,000 | |
| SOMERSET COUNTY HABITAT FOR HUMANITY | ||||||||
| PO BOX 785 | SOMERSET | PA | 15501 | NONE | PC | HOUSING DEVELOPMENT, CONSTRUCTION & MGT | $14,000 | |
| SOMERSET HOSPITAL | ||||||||
| 225 SOUTH CENTER AVENUE | SOMERSET | PA | 15501 | NONE | PC | HOSPITAL | $15,000 | |
| SOUTHERN ALLEGHENIES MUSEUM OF ART | ||||||||
| ONE BOUCHER LANE | LIGONIER | PA | 15658 | NONE | PC | COLLECTION, PRESERVATION & EXHIBITION OF ART | $20,000 | |
| SPECIAL OLYMPICS - SOMERSET | ||||||||
| PO BOX 4 | FAYETTEVILLE | PA | 17222 | NONE | PC | SPORTS TRAINING & COMPETITION FOR CHILDREN & ADULTS WITH DISABILITIES | $7,000 | |
| ST PAUL'S PRESBYTERIAN CHURCH SOMERSET | ||||||||
| 1845 N CENTER AVENUE | SOMERSET | PA | 15501 | NONE | NC | RELIGIOUS SUPPORT | $55,000 | |
| UNIVERSITY OF PITTSBURGH SCHOOL OF NURSING | ||||||||
| 218 VICTORIA BUILDING 3500 VICTORIA | PITTSBURGH | PA | 15261 | NONE | NC | EDUCATION | $70,000 | STREET |
| WESTERN PENNSYLVANIA CONSERVANCY | ||||||||
| 800 WATERFRONT DRIVE | PITTSBURGH | PA | 15222 | NONE | PC | NATURAL RESOURCE CONSERVATION & PROTECTION | $35,000 | |
| WQED - FM | ||||||||
| 4802 FIFTH AVENUE | PITTSBURGH | PA | 15213 | NONE | PC | MEDIA & COMMUNICATIONS | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $619,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,231 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $619,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$107,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $767,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $767,922 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HUNTER ASSOCIATES INVESTMENTS | BondNm |
| EOY Book Value | $1,678,498 | EOYBookValueAmt |
| EOYFMV | $1,674,501 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $100,330 | $92,345 |
| AMAZON COM INC | $99,507 | $98,506 |
| AMGEN INC COM | $1,556,678 | $1,954,470 |
| AMPHENOL CORP NEW CL A | $37,440 | $73,075 |
| APPLE | $1,213,766 | $1,291,340 |
| APPLIED DIGITAL CORP COM NEW | $98,899 | $177,413 |
| ARLO TECHNOLOGIES INC COM | $51,880 | $58,546 |
| AT&T INC COM | $63,535 | $115,037 |
| AUTOZONE INC | $66,602 | $89,094 |
| BELLRING BRANDS INC NEW COM | $99,113 | $103,637 |
| BOOKING HLDGS INC COM | $50,062 | $57,892 |
| BROADCOM INC COM | $138,095 | $235,956 |
| BRUNSWICK CORP COM | $80,948 | $54,522 |
| CBRE GROUP INC CL A | $66,080 | $93,180 |
| CHURCHILL DOWNS INC | $72,700 | $74,639 |
| CISCO SYSTEMS INC | $827,760 | $1,110,080 |
| CORNING INC COM | $63,073 | $95,083 |
| DELL TECHNOLOGIES INC CL C | $19,520 | $44,136 |
| EXPEDIA GROUP INC COM NEW | $117,118 | $137,306 |
| EXXON MOBIL CORP COM | $1,451,976 | $1,455,300 |
| F N B CORP PA COM | $468,575 | $591,948 |
| FEDEX CORP COM | $100,081 | $94,106 |
| FIDELITY NATL FINL INC NEW FNF GROUP | $74,185 | $79,045 |
| FIDELITY NATL INFORMATION SVCS INC COM | $206,675 | $300,729 |
| FIRST AMERN FINL CORP COM | $111,913 | $115,413 |
| FISERV INC COM | $1,099,537 | $1,493,415 |
| GE VERNOVA INC COM | $45,616 | $273,571 |
| GENERAL ELEC CO COM NEW | $179,275 | $531,510 |
| GENUINE PARTS CO COM | $123,158 | $109,179 |
| HERC HLDGS INC COM | $44,047 | $38,980 |
| HYATT HOTELS CORP COM CL A | $81,145 | $84,907 |
| INTERNATIONAL BUSINESS MACHS CORP COM | $267,838 | $589,560 |
| JABIL INC COM | $49,494 | $86,150 |
| JOHNSON & JOHNSON COM | $822,050 | $763,750 |
| JONES LANG LASALLE INC COM | $73,999 | $94,639 |
| KNIFE RIV HLDG CO COM | $26,094 | $21,716 |
| LILLY ELI & CO COM | $1,393,125 | $2,338,590 |
| MARTIN MARIETTA MATLS INC COM | $57,165 | $63,679 |
| MASTERCARD INC CL A COM | $50,171 | $53,384 |
| META PLATFORMS INC CL A | $100,555 | $125,475 |
| MICROSOFT CORP COM | $1,832,152 | $2,685,517 |
| MONDELEZ INTL INC CL A | $57,384 | $52,266 |
| NVIDIA CORP COM | $98,873 | $114,069 |
| NXP SEMICONDUCTORS NV COM | $51,474 | $54,623 |
| OLD DOMINION FREIGHT LINE INC COM | $110,851 | $91,862 |
| OMEGA FLEX INC COM | $828,860 | $259,040 |
| ORACLE CORP COM | $50,157 | $65,808 |
| PALOMAR HLDGS INC COM | $20,955 | $53,371 |
| PEPSICO INC COM | $553,883 | $396,120 |
| PHILIP MORRIS INTL INC COM | $37,675 | $66,113 |
| PNC FINL SVCS GROUP INC COM | $886,515 | $1,304,940 |
| PPG INDS INC COM | $1,109,306 | $853,125 |
| PRICE T ROWE GROUP INC COM | $2,811,841 | $2,419,931 |
| RELIANCE STL & ALUM CO COM | $108,409 | $119,596 |
| RYMAN HOSPITALITY PPTYS INC COM | $56,512 | $58,117 |
| SAIA INC COM | $146,586 | $99,458 |
| SHELL PLC SPONSORED ADR REPSTG ORD SH | $411,059 | $477,169 |
| SHIFT4 PMTS INC CL A | $181,872 | $256,497 |
| SMUCKER J M CO COM NEW | $117,741 | $90,148 |
| SNAP ON INC COM | $96,998 | $105,490 |
| SOMERSET TR HLDG CO COM | $19,500 | $25,750 |
| TAKE TWO INTERACTIVE SOFTWARE INC CDT COM | $72,293 | $106,611 |
| TETRA TECH INC NEW COM | $36,508 | $41,354 |
| TEXAS INSTRUMENTS INC | $49,602 | $64,362 |
| THE SCOTTS MIRACLE GRO CO HLDG CO | $47,067 | $55,077 |
| TRIMBLE INC COM | $167,903 | $258,332 |
| UNITED PARKS & RESORTS INC COM | $50,588 | $48,046 |
| VISA INC COM CL A | $295,077 | $442,037 |
| WARNER BROS DISCOVERY INC COM SER A | $12,139 | $11,013 |
| WASTE MGMT INC DEL COM | $343,060 | $457,640 |
| WILLIS TOWERS WATSON PUB LTD CO SHS | $467,835 | $613,000 |
| WINNEBAGO INDS INC COM | $50,457 | $30,102 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,708,726 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,750,665 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST OFFICE BOX RENTAL FOR FOUNDATION | Desc |
| Revenue And Expenses Per Books | $205 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $205 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $211,580 | $211,580 | $0 |
| ACCOUNT FEES | $200 | $200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $152 | Amt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |