HELPING HANDS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HELPING HANDS FOUNDATION INC (EIN 81-0636347)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-26
- IRS object ID
- 202540579349100414
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-26T15:06:42-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810636347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELPING HANDS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCHNEIDER DOWNS & CO INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELP | BusinessNameControlTxt |
| Phone | 4126975444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH W HAMMEL | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 4126975444 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | 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 | $15,684,177 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $422,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $422,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,237,027 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,796 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $503,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $503,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,018 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $721 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,297 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,136 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,367 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $892,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $892,688 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $982,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $901,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$478,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $179,908 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,346 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,346 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,481,765 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,536,891 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,358,275 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $2,707,732 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,046,690 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,891,141 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,554,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,241,438 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,250,415 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,923,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,009,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,684,177 | 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 | $12,923,999 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,009,365 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,923,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,009,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,923,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,009,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,923,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$478,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $564,219 | OtherIncreasesAmt |
| Subtotal | $13,009,365 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,009,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | $456,888 | $471,418 | -$14,530 | -$14,530 |
| PUBLICLY TRADED SECURITIES - LT | $1,780,139 | $1,684,813 | $95,326 | $95,326 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,796 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,957 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,957 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,043 | OverpaymentAmt |
| Applied To ES Tax | $2,043 | AppliedToESTaxAmt |
| Refund | $0 | 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 | DE | 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 |
| Individual With Books | SCHNEIDER DOWNS CO INC | IndividualWithBooksNm |
| Phone | 4126975444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| K HAMMEL | ||||||||
| C/O ONE PPG PLACE STE 1700 | PITTSBURGH | PA | 15222 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| L HAMMEL | ||||||||
| C/O ONE PPG PLACE STE 1700 | PITTSBURGH | PA | 15222 | DIRECTOR/SECRETARY/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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST PRATT STREET 11TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $74,136 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,784,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,680 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,927,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,927,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $238,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,688,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $784,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $784,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,957 | TotalTaxAmt |
| Distributable Before Adj | $778,459 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $778,459 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $778,459 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $901,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $901,055 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $778,459 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $700,307 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $901,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $700,307 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,748 | 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 | $577,711 | 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) |
|---|---|---|
| Contributing Manager | K HAMMEL | ContributingManagerNm |
| Contributing Manager | L HAMMEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELS OF HOPE | ||||||||
| 7755 22 MILE RD 183280 | SHELBY TWP | MI | 48318 | N/A | PC | PROVIDE FINANCIAL AND OTHER ASSISTANCE TO FAMILIES | $50,000 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT | PITTSBURGH | PA | 15224 | N/A | PC | PENNIES FROM HEAVEN FUND | $58,187 | FLOOR 3 |
| CROSSROADS FOUNDATION | ||||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | N/A | PC | SUPPORT ORGANIZATION'S EDUCATIONAL MISSION | $102,703 | |
| GIVE KIDS THE WORLD | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | N/A | PC | PROVIDE LODGING FOR CHILDREN WITH ILLNESS | $154,385 | |
| JUPITER MEDICAL HOSPITAL | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | PC | SUPPORT EMERGENCY ROOM UNIT | $100,432 | |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | N/A | PC | SUPPORT FOR FOSTER CHILDREN AND THEIR FAMILY MEMBERS | $138,829 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PC | SUPPORT CHARITABLE MISSION | $53,285 | |
| WEST JUPITER COMMUNITY GROUP INC | ||||||||
| 7187 EDNA RUNNER WY | JUPITER | FL | 33458 | N/A | PC | SUPPORT PROGRAMMATIC EFFORTS | $75,840 | |
| WEST JUPITER COMMUNITY GROUP INC | ||||||||
| 7187 EDNA RUNNER WY | JUPITER | FL | 33458 | N/A | PC | SUPPORT TUTORIAL CENTER | $75,086 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSEN DRIVE SUITE 400 | PITTSBURGH | PA | 15220 | N/A | PC | SUPPORT CAMP KON-O-KWEE | $83,941 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $892,688 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $422,602 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,796 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $503,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $503,398 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANTMAKING DUE DILIGENCE/ACCOUNTING FEES | CategoryTxt |
| Amt | $9,018 | Amt |
| Net Investment Income | $721 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,297 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONDATE OF GIFT: 12/19/2024PROPERTY: 118 SHARES OF ISHARES CORE S&P MIDCAP ETF, 163 SHARES OF VANGUARD CONSUMER STAPLES ETF, 24 SHARES OF ISHARES MSCI USA QUALITY FACTOR ETF AND 98 SHARES OF VANGUARD FINANCIALS ETF BOOK VALUE: $22,876BOOK VALUATION METHOD: PURCHASE PRICEFMV: $58,187FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CROSSROADS FOUNDATIONDATE OF GIFT: 12/19/2024PROPERTY: 478 SHARES OF VANGUARD CONSUMER STAPLES ETF BOOK VALUE: $38,198BOOK VALUATION METHOD: PURCHASE PRICEFMV: $102,703FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: GIVE KIDS THE WORLD, INC.DATE OF GIFT: 12/19/2024PROPERTY: 750 SHARES OF VANGUARD FINANCIALS ETF AND 1062 SHARES OF ISHARES CORE S&P MIDCAP ETFBOOK VALUE: $51,162BOOK VALUATION METHOD: PURCHASE PRICEFMV: $154,385FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: JUPITER MEDICAL CENTERDATE OF GIFT: 12/19/2024PROPERTY: 562 SHARES OF ISHARES MSCI USA QUALITY FACTOR ETF BOOK VALUE: $33,816BOOK VALUATION METHOD: PURCHASE PRICEFMV: $100,432FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: PLACE OF HOPE, INC.DATE OF GIFT: 12/19/2024PROPERTY: 82 SHARES OF ISHARES MSCI USA MOMENTUM FACTOR ETF, 39 SHARES OF VANGUARD CONSUMER STAPLES ETF AND 443 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $37,842BOOK VALUATION METHOD: PURCHASE PRICEFMV: $138,829FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: ST. JUDE CHILDREN'S RESEARCH HOSPITALDATE OF GIFT: 12/19/2024PROPERTY: 208 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $13,477BOOK VALUATION METHOD: PURCHASE PRICEFMV: $53,285FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: WEST JUPITER COMMUNITY GROUP, INCDATE OF GIFT: 12/19/2024PROPERTY: 646 SHARES OF VANGUARD FINANCIALS ETF BOOK VALUE: $31,150BOOK VALUATION METHOD: PURCHASE PRICEFMV: $75,840FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: WEST JUPITER COMMUNITY GROUP, INCDATE OF GIFT: 4/30/2024PROPERTY: 475 SHARES OF ISHARES MCI USA QUALITY FACTOR ETFBOOK VALUE: $28,581BOOK VALUATION METHOD: PURCHASE PRICEFMV: $75,086FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: YMCA OF GREATER PITTSBURGHDATE OF GIFT: 12/19/2024PROPERTY: 715 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $21,232BOOK VALUATION METHOD: PURCHASE PRICEFMV: $83,941FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,839 SHS ISHARES CMBS ETF | $150,982 | $134,001 |
| 4,287 SHS ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF | $474,579 | $458,023 |
| 6,681 SHS VANGUARD SHORT-TERM CORPORATE BOND ETF | $561,599 | $547,708 |
| 6,788 SHS VANGUARD SHORT TERM CORPORATE BOND ETF | $529,402 | $529,532 |
| 11,466 SHS ISHARES MBS ETF | $1,165,381 | $1,051,203 |
| 7,272 SHRS SPDR PORTFOLIO HIGH YIELD BOND ETF | $164,747 | $170,674 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,452,765 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,275,301 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $84,126 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $82,974 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,085 SHS SPDR S&P BIOTECH ETF | AT COST | $121,707 | $97,715 |
| 7,980 SHS VANGUARD FTSE PAC ETF | AT COST | $447,478 | $566,899 |
| 17,195 SHS VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $671,415 | $757,268 |
| 13,643 SHS VANGUARD FTSE EUROPE ETF | AT COST | $686,508 | $865,921 |
| 18,169 SHS VANGUARD FTSE DEVELOPED MKT ETF | AT COST | $738,900 | $868,842 |
| 2,000 SHS MATERIALS SELECT SECTOR SPDR TRUST ETF | AT COST | $140,774 | $168,280 |
| 1,466 SHS VANGUARD CONSUMER DISCRETIONARY ETF | AT COST | $385,306 | $550,307 |
| 2,963 SHS ENERGY SELECT SECTOR SPDR FUND | AT COST | $180,405 | $253,811 |
| 1,865 SHS VANGUARD VALUE ETF | AT COST | $255,513 | $315,745 |
| 620 SHS ISHARES CORE S&P MIDCAP ETF | AT COST | $18,852 | $38,632 |
| 25,000 SHS STARWOOD REAL ESTATE INCOME TRUST INC. CLASS S A/O 11/30/21 | AT COST | $500,000 | $546,050 |
| 713 SHS ISHARES CORE S&P SMALL-CAP ETF | AT COST | $56,032 | $82,152 |
| 887 SHS REAL ESTATE SELECT SECT SPDR ETF | AT COST | $32,054 | $36,074 |
| 3,940 SHS VANGUARD INFORMATION TECHNOLOGY ETF | AT COST | $1,340,668 | $2,449,892 |
| 39,920 SHS BLACKSTONE REAL ESTATE INCOME TRUST INC CL S A/O 11/30/21 | AT COST | $400,000 | $555,289 |
| 2,171 SHS VANGUARD FINANCIALS ETF | AT COST | $104,685 | $256,330 |
| 245 SHS VANGUARD CONSUMER STAPLES ETF | AT COST | $31,214 | $51,788 |
| 7,505 SHS COMM SERVICES SELECT SECTOR | AT COST | $398,382 | $726,559 |
| 1,759 SHS UTILITIES SECTOR SPDR FUND ETF | AT COST | $123,488 | $133,139 |
| 965 SHS CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD ETF | AT COST | $144,941 | $216,498 |
| 2,838 SHRS CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF | AT COST | $214,301 | $223,095 |
| 10,935 SHRS FINACIAL SELECT SECTOR SPDR FUND ETF | AT COST | $380,089 | $528,489 |
| 3,638 SHRS HEALTH CARE SELECT SECTOR SPDR FUND ETF | AT COST | $463,193 | $500,480 |
| 3,500 SHRS INDUSTRIAL SELECT SECTOR SPDR FUND ETF | AT COST | $405,533 | $461,160 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE REGISTRATION FEE & REGISTERED AGENT | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $564,219 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $74,136 | Amt |
| Net Investment Income | $74,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,339 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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