STEIN RICH FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEIN RICH FAMILY FOUNDATION (EIN 27-3556436)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349103280
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:42:02-05:00 | 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 | 273556436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEIN RICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 4127990106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY SUE RICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4127990106 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETTY | PersonFirstNm |
| Person Last | SUE RICH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $2,330,705 | 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 | $53,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $73,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,046 | 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 |
| Accounting Fees Rev And Expnss | $3,376 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $844 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,532 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $221 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,532 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,849 | CashBOYAmt |
| Cash EOY | $147,990 | CashEOYAmt |
| Cash EOYFMV | $147,990 | CashEOYFMVAmt |
| Corporate Stock BOY | $972,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $887,469 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,159,633 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $420,416 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $420,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $372,030 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $525,127 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $523,006 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $651,052 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,008,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,978,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,330,705 | 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 | $2,008,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,978,881 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,008,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,978,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,008,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,978,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,008,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,366 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,979,844 | SubtotalAmt |
| Other Decreases | $963 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,978,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS ON INVESTMENT | P | $81,770 | $58,861 | $22,909 | $22,909 |
| CAPITAL GAIN/LOSS ON INVESTMENT | P | $55,033 | $68,609 | -$13,576 | -$13,576 |
| CAPITAL GAINS DIVIDENDS | P | $10,959 | $10,959 | $10,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $765 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $765 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,038 | 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 | $1,038 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $273 | OverpaymentAmt |
| Applied To ES Tax | $273 | 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 | 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 |
| Individual With Books | BETTY SUE RICH | IndividualWithBooksNm |
| Phone | 4127990106 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15215 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN J STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| BETTY SUE RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANDREW RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LAWRENCE S RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DEBORAH F GRAVER | ||||||||
| 610 SMITHFIELD STREET 400 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ELLIE RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER (ENTERED 01/05/2023) | 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 | $2,156,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,265,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,265,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,975 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,231,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,553 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,553 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $765 | TotalTaxAmt |
| Distributable Before Adj | $110,788 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $110,788 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $110,788 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,032 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,788 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,029 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,029 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,003 | 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 | $106,785 | 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 | ALVIN J STEIN | ContributingManagerNm |
| Contributing Manager | BETTY SUE RICH | 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 |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION WESTERN PENNSYLVANIA CHAPTER | |||||||
| 416 LINCOLN AVE | MILLVALE | PA | 15209 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BNAI ISRAEL CEMETERY | |||||||
| BLACKDORE AVE | PENN HILLS | PA | 15235 | N/A | PC | GENERAL SUPPORT | $10,000 |
| DEFENDERS OF FREEDOM | |||||||
| PO BOX 22582 | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FRIENDSHIP CIRCLE | |||||||
| 1922 MURRAY AVE | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $5,000 |
| JEWISH CEMETERY AND BURIAL ASSOCIATION | |||||||
| PO BOX 81863 | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $2,500 |
| JEWISH FEDERATION OF GREATER PITTSBURGH | |||||||
| 2000 TECHNOLOGY DR | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $40,000 |
| THE EDUCATION PARTNERSHIP | |||||||
| 281 CORLISS ST | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORT | $2,500 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL SUPPORT | $2,500 |
| TZOHAR SEMINARY | |||||||
| 6404 FORBES AVE | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $5,000 |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | |||||||
| 1250 PENN AVE | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,500 | 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 | $53,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $73,702 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,702 | 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 | $3,376 | Amt |
| Net Investment Income | $844 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,532 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11,045.435 SHS AB GLOBAL BOND CLASS A | $94,345 | $76,655 |
| 8,940.599 SHS AB MUNI INCOME PENNSYLVANIA CL A | $93,111 | $86,634 |
| 10,397.26 SHS LORD ABBETT CORE FIXED INCOME CL I | $109,917 | $97,422 |
| 10,222.141 SHS T ROWE PRICE TAX FREE HIGH YIELD | $123,043 | $111,319 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 280 SHS ALPHABET INC CL A | $2,257 | $39,113 |
| 280 SHS ALPHABET INC CL C | $2,243 | $39,460 |
| 480 SHS AMAZON.COM INC | $8,965 | $72,931 |
| 193 SHS BERKSHIRE HATHAWAY INC CL B | $31,081 | $68,835 |
| 255 SHS EXELON CORP | $5,786 | $9,155 |
| 110 SHS NATIONAL OILWELL VARCO INC | $2,258 | $2,231 |
| 278 SHS PNC FINANCIAL SERVICES GROUP COM | $42,232 | $43,048 |
| 583 SHS TAIWAN SEMICONDUCTOR MFG CO LTD | $5,874 | $60,632 |
| 709 SHS VERIZON COMMUNICATIONS | $42,115 | $26,729 |
| MUTUAL FUNDS | $675,497 | $697,258 |
| 300 SHS TESLA INC COM | $46,846 | $74,544 |
| 85 SHS CONSTELLATION ENERGY CORP COM | $2,385 | $9,936 |
| 200 SHS PFIZER INC | $9,878 | $5,758 |
| 19 SHS UNITEDHEALTH GROUP INC | $10,052 | $10,003 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 574 SHS INVESCO EXCH TRD SLF IDX FD TR DEFENSIVE | AT COST | $31,600 | $41,541 |
| 1,108 SHS INVESCO EXCHANGE TRADED FD TR S&P500 EQL | AT COST | $63,780 | $69,427 |
| 834 SHS ISHARES MSCI GBL MIN VOL | AT COST | $79,823 | $83,692 |
| 1,410 SHS ISHARES MSCI EAFE ETF | AT COST | $99,526 | $106,244 |
| 1,436 SHS ISHARES TR COHEN STEER REIT | AT COST | $71,380 | $84,336 |
| 276 SHS VANGUARD INDEX FUNDS S&P 500 ETF USD | AT COST | $69,184 | $120,557 |
| 544 SHS VANGUARD ENERGY INDEX FUND | AT COST | $42,088 | $63,800 |
| 453 SHS WISDOMTREE EUROPE HEDGED EQUITY FUND | AT COST | $25,627 | $38,822 |
| 560 SHS SCHWAB US DIVIDEND ETF | AT COST | $39,998 | $42,633 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $963 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,971 | Amt |
| Net Investment Income | $10,971 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $221 | Amt |
| Net Investment Income | $221 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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