SLAGLE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SLAGLE FAMILY FOUNDATION (EIN 81-3126250)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349102726
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T13:27:51-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METZ LEWIS BRODMAN MUST O'KEEFE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVE STE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813126250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLAGLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NICHOLAS HOLLAND | InCareOfNm |
| Business Name Control | SLAG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVE SUITE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SLAGLE | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 4129181100 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS J HOLLAND | PreparerPersonNm |
| PTIN | P01656200 | PTIN |
| Phone | 4129181100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,376,136 | 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 | $9,474 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,474 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $85,250 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,250 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $462,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,534 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $116,258 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,510 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,991 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,991 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,501 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,501 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$185,743 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,757 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,248 | CashBOYAmt |
| Cash EOY | $380,748 | CashEOYAmt |
| Cash EOYFMV | $380,748 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $493,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $285,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $285,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,848,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,552,779 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,709,622 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,403,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,219,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,376,136 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,403,312 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,219,293 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,403,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,219,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,403,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,219,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,403,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$185,743 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,724 | OtherIncreasesAmt |
| Subtotal | $3,219,293 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,219,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PNC #4775 | 2024-01-01 | 2025-12-31 | $449,673 | $441,068 | $8,605 | $8,605 | |
| CAPITAL GAIN DIVIDENDS | $12,929 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,534 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,317 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,317 | SubtotalAmt |
| Tax Based On Investment Income | $1,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,408 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $18,408 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,091 | OverpaymentAmt |
| Applied To ES Tax | $17,091 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICHOLAS HOLLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129181000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 LIBERTY AVE SUITE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON L SLAGLE | ||||||||
| 444 LIBERTY AVE SUITE 2100 | PITTSBURGH | PA | 15222 | DIRECTOR/PRESIDENT | 0 | $0 | $0 | $0 |
| SCOTT R SLAGLE | ||||||||
| 444 LIBERTY AVE SUITE 2100 | PITTSBURGH | PA | 15222 | DIRECTOR/TREASURER | 0 | $0 | $0 | $0 |
| CHRISTOPHER L SLAGLE | ||||||||
| 444 LIBERTY AVE SUITE 2100 | PITTSBURGH | PA | 15222 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,690,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,151,196 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,151,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,088,928 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,317 | TotalTaxAmt |
| Distributable Before Adj | $203,129 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $203,129 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $203,129 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $280,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,129 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $86,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $58,079 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,193 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $201,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $203,129 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,371 | RemainingDistriFromCorpusAmt |
| Total Corpus | $278,372 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $278,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $86,729 | ExcessFromYear3Amt |
| Excess From Year2 | $58,079 | ExcessFromYear2Amt |
| Excess From Year1 | $56,193 | ExcessFromYear1Amt |
| Excess From Current Year | $77,371 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHARON L SLAGLE 600 MADISON AVE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NASCAR FOUNDATION | ||||||||||||
| 1 DAYTONA BLVD | DAYTONA BEACH | FL | 32114 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| TUNNELS TO TOWERS FOUNDATION | ||||||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PC | GENERAL SUPPORT | $51,000 | |||||
| ERIC MARSH FOUNDATION | ||||||||||||
| 624 W GURLEY ST STE E | PRESCOTT | AZ | 86305 | NONE | PC | GENERAL SUPPORT | $95,000 | |||||
| KATIE'S PLACE ANIMAL SHELTER | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $10,000 | 10255 JACKSON ROAD | BRITISH COLUMBIA | CA | V2W0A9 | |||||
| LA COUNTY FIREMAN'S WELFARE FUND | ||||||||||||
| 3375 E SALUSON AVE SUITE 211 | VERNON | CA | 90058 | NONE | PC | GENERAL SUPPORT | $40,000 | |||||
| HM3 PARTNER'S INDEPENDENCE FUND | ||||||||||||
| 405 AVONLEA COURT | GIBSONIA | PA | 15044 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| GARRETT COUNTY COMMUNITY ACTION | ||||||||||||
| 104 E CENTER ST | OAKLAND | MD | 21550 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| ALZHEIMERS ASSOCIATION | ||||||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $2,000 | FLOOR 17 | ||||
| K9S FOR WARRIORS | ||||||||||||
| 114 CAMP K9 ROAD | PONTE VEDRA | FL | 32081 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| UPMC | ||||||||||||
| 3600 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL SUPPORT | $20,000 | FORBES TOWER SUITE 8084 | ||||
| FIRST TEE - PITTSBURGH | ||||||||||||
| 5370 SCHENLEY DR | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,474 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,258 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX | $98,377 | $88,152 |
| PIMCO 0-5 YEAR HIGH YIELD | $100,326 | $94,820 |
| METROPOLITAN WEST UNCONSTRAINE | $100,000 | $87,834 |
| ISHARES CORE S&P MID-CAP ETF | $106,860 | $165,000 |
| ISHARES CORE S&P SMALL CAP ETF | $64,051 | $84,126 |
| SPDR S&P 500 ETF | $232,240 | $460,296 |
| SPDR DOW JONES INDUSTRIAL | $246,389 | $408,485 |
| VANGUARD FTSE ALL WORLD EX-US | $381,630 | $500,208 |
| GOLDMAN SACHS EQ | $171,611 | $241,659 |
| HARDING LOEVNER | ||
| MFS VALUE FUND CLASS I | ||
| SPDR GOLD TRUST (GLD) | $185,638 | $435,941 |
| BLACKROCK EVENT DRIVEN | $180,000 | $189,915 |
| EATON VANCE GLOBAL MACRO | $180,000 | $178,563 |
| GOLDMAN SACHS ABSOLUTE | $180,000 | $198,662 |
| VANGUARD GROWTH | $180,157 | $414,681 |
| VANGUARD FTSE EMERGING MARKETS | $145,500 | $161,280 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJUJSTMENT | Desc |
| Amt | $1,724 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,510 | Amt |
| Net Investment Income | $19,510 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,991 | Amt |
| Net Investment Income | $1,991 | NetInvestmentIncomeAmt |