HELPING HANDS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HELPING HANDS FOUNDATION INC (EIN 81-0636347)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-16
- IRS object ID
- 202420479349100112
- Schema version
- 2023v4.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-16T14:01:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | HAMMEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,068,189 | 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 | $395,056 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $395,056 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,135,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $539,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $539,715 | 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 | $17,149 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,372 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,777 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,975 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,975 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| 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 | $85,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $742,728 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $742,728 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $827,922 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $758,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$288,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $470,368 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $554,451 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $179,908 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $179,886 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,218,932 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,116,120 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,853,931 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,966,126 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,627,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,034,372 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,739,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,923,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,068,189 | 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 | $12,739,509 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,923,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,739,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,923,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,739,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,923,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,739,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$288,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $472,697 | OtherIncreasesAmt |
| Subtotal | $12,923,999 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,923,999 | 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 | $946,376 | $968,198 | -$21,822 | -$21,822 |
| PUBLICLY TRADED SECURITIES - LT | $3,188,986 | $3,022,505 | $166,481 | $166,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,199 | 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 | $8,199 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,661 | OverpaymentAmt |
| Applied To ES Tax | $1,661 | 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 | PITTSBURGH | PA | 15222 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| L HAMMEL | ||||||||
| C/O ONE PPG PLACE | 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 | $67,975 | 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 | $14,521,770 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,787,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,787,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $221,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,565,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $728,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $728,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,538 | TotalTaxAmt |
| Distributable Before Adj | $721,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $721,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $721,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $758,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $758,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $721,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $737,138 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $758,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $737,138 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,437 | 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 | $700,307 | 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 (8 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 | GENERAL SUPPORT | $50,000 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT | PITTSBURGH | PA | 15224 | N/A | PC | PENNIES FROM HEAVEN FUND | $58,124 | FLOOR 3 |
| CROSSROADS FOUNDATION | ||||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | N/A | PC | GENERAL SUPPORT | $103,769 | |
| GIVE KIDS THE WORLD | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | N/A | PC | GENERAL SUPPORT | $154,394 | |
| JUPITER MEDICAL HOSPITAL | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | PC | GENERAL SUPPORT | $100,534 | |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | N/A | PC | GENERAL SUPPORT | $139,127 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PC | GENERAL SUPPORT | $53,155 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSEN DRIVE SUITE 400 | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORT | $83,625 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $742,728 | 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 | $395,056 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $539,715 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $539,715 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,149 | Amt |
| Net Investment Income | $1,372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,777 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONDATE OF GIFT: 11/29/2023PROPERTY: 386 SHARES OF ISHARES MSCI ETFBOOK VALUE: $25,688BOOK VALUATION METHOD: PURCHASE PRICEFMV: $58,124FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CROSSROADS FOUNDATIONDATE OF GIFT: 11/29/2023PROPERTY: 510 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $34,216BOOK VALUATION METHOD: PURCHASE PRICEFMV: $103,769FMV 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: 11/29/2023PROPERTY: 333 SHARES OF VANGUARD INFORMATION TECHNOLOGY ETFBOOK VALUE: $39,325BOOK VALUATION METHOD: PURCHASE PRICEFMV: $154,394FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: JUPITER MEDICAL CENTERDATE OF GIFT: 12/12/23PROPERTY: 473 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $31,734BOOK VALUATION METHOD: PURCHASE PRICEFMV: $100,534FMV 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: 11/29/23PROPERTY: 353 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $23,492BOOK VALUATION METHOD: PURCHASE PRICEFMV: $53,155FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: YMCA OF GREATER PITTSBURGHDATE OF GIFT: 11/29/2023PROPERTY: 411 SHARES OF VANGUARD INDUSTRIALS ETFBOOK VALUE: $27,574BOOK VALUATION METHOD: PURCHASE PRICEFMV: $83,625FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: PLACE OF HOPE, INC.DATE OF GIFT: 11/29/2023PROPERTY: 236 SHARES OF VANGUARD INFORMATION TECHNOLOGY ETF AND 146 VANGUARD INDUSTRIALS ETFBOOK VALUE: $37,681BOOK VALUATION METHOD: PURCHASE PRICEFMV: $139,127FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,034 SHS ISHARES TIPS BOND ETF | $124,350 | $111,145 |
| 3,219 SHS ISHARES 20+ YEAR TREAS BOND ETF | $391,057 | $318,295 |
| 1,838 SHS ISHARES 3-7 YEAR TREAS BOND ETF | $235,056 | $215,285 |
| 1,155 SHS ISHARES 7-10 YEAR TREAS BOND | $135,386 | $111,329 |
| 1,538 SHS ISHARES FLOATING RATE BOND ETF | $77,637 | $77,854 |
| 2,486 SHS ISHARES CMBS ETF | $134,371 | $116,320 |
| 4,138 SHS ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF | $458,192 | $457,911 |
| 2,117 SHS ISHARES JP MORGAN EM CORPORATE BOND ETF | $100,784 | $93,423 |
| 5,149 SHS ISHARES 1-3 YR TREAS BOND ETF | $435,863 | $422,424 |
| 4,849 SHS VANGUARD SHORT TERM CORPORATE BOND ETF | $379,597 | $375,167 |
| 10,044 SHS ISHARES MBS ETF | $1,033,422 | $944,940 |
| 3,716 SHS SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $100,419 | $93,420 |
| 3,110 SHRS INVESCO TAXABLE MUNICIPAL BOND ETC | $82,394 | $83,690 |
| 1,417 SHRS ISHARES 10-20 YEAR TREAS BOND ETF | $153,178 | $153,404 |
| 2,029 SHRS SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $186,183 | $185,430 |
| 4,016 SHRS SPDR PORTFOLIO HIGH YIELD BOND ETF | $88,231 | $93,894 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,061 SHS ISHARES MSCI USA QUALITY | AT COST | $63,840 | $156,116 |
| 1,443 SHS SPDR S&P BIOTECH ETF | AT COST | $169,152 | $128,845 |
| 8,337 SHS VANGUARD FTSE PAC ETF | AT COST | $476,836 | $600,514 |
| 12,329 SHS VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $469,818 | $506,722 |
| 18,799 SHS VANGUARD FTSE EUROPE ETF | AT COST | $1,022,520 | $1,212,160 |
| 18,377 SHS VANGUARD FTSE DEVELOPED MKT ETF | AT COST | $725,907 | $880,258 |
| 1,708 SHS MATERIALS SELECT SECTOR SPDR TRUST ETF | AT COST | $114,296 | $146,102 |
| 1,560 SHS VANGUARD CONSUMER DISCRETIONARY ETF | AT COST | $415,367 | $475,098 |
| 716 SHS VANGUARD INDUSTRIALS ETF | AT COST | $47,091 | $157,828 |
| 3,744 SHS ENERGY SELECT SECTOR SPDR FUND | AT COST | $241,959 | $313,897 |
| 4,240 SHS VANGUARD VALUE ETF | AT COST | $592,734 | $633,880 |
| 369 SHS ISHARES CORE S&P MIDCAP ETF | AT COST | $49,994 | $102,268 |
| 25,000 SHS STARWOOD REAL ESTATE INCOME TRUST INC. CLASS S A/O 11/30/21 | AT COST | $500,000 | $602,050 |
| 730 SHS ISHARES CORE S&P SMALL-CAP ETF | AT COST | $57,450 | $79,023 |
| 926 SHS REAL ESTATE SELECT SECT SPDR ETF | AT COST | $33,471 | $37,096 |
| 3,048 SHS VANGUARD INFORMATION TECHNOLOGY ETF | AT COST | $885,758 | $1,475,232 |
| 3,093 SHS VANGUARD ESG INTL STOCK ETF | AT COST | $199,179 | $170,981 |
| 39,920 SHS BLACKSTONE REAL ESTATE INCOME TRUST INC CL S A/O 11/30/21 | AT COST | $400,000 | $571,617 |
| 4,416 SHS VANGUARD FINANCIALS ETF | AT COST | $187,561 | $407,420 |
| 1,183 SHS VANGUARD CONSUMER STAPLES ETF | AT COST | $122,805 | $225,906 |
| 7,423 SHS COMM SERVICES SELECT SECTOR | AT COST | $379,085 | $539,355 |
| 3,119 SHS SPDR GOLD MINISHARES TRUST ETF | AT COST | $112,636 | $127,598 |
| 82 SHS ISHARES MSCI USA MOMENTUM FACTOR ETF | AT COST | $5,457 | $12,866 |
| 2,324 SHS UTILITIES SECTOR SPDR FUND ETF | AT COST | $139,222 | $147,179 |
| 965 SHS CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD ETF | AT COST | $144,941 | $172,551 |
| 1,342 SHRS CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF | AT COST | $103,757 | $96,664 |
| 9,494 SHRS FINACIAL SELECT SECTOR SPDR FUND ETF | AT COST | $316,326 | $356,974 |
| 3,926 SHRS HEALTH CARE SELECT SECTOR SPDR FUND ETF | AT COST | $499,821 | $535,429 |
| 768 SHRS INDUSTRIAL SELECT SECTOR SPDR FUND ETF | AT COST | $77,611 | $87,544 |
| 2,411 SHRS ISHARES PFD & INCOME SECURITIES ETF | AT COST | $73,377 | $75,199 |
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 | $472,697 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $67,975 | Amt |
| Net Investment Income | $67,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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