MUCK FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MUCK FAMILY FOUNDATION (EIN 36-4515100)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349101754
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:05:08-05:00 | 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 | 364515100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUCK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUCK | BusinessNameControlTxt |
| Phone | 7244431533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M MUCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7244431533 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | MUCK | 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 | ELENA FAURIE | PreparerPersonNm |
| PTIN | P01684710 | 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 | $1,108,743 | 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 | $23,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $393,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,755 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,548 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,548 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,054 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,822 | CashBOYAmt |
| Cash EOY | $3,516 | CashEOYAmt |
| Cash EOYFMV | $3,516 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $363,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $357,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $539,997 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $544,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $485,324 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $545,555 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $938,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $866,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,108,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $697,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $697,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $241,396 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $938,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $866,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $938,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $866,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $938,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $866,904 | SubtotalAmt |
| Other Decreases | $806 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $866,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $392,218 | $355,918 | $36,300 | $36,300 |
| CAPITAL GAIN DIVIDENDS | P | $1,455 | $1,455 | $1,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,755 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,883 | 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 | $1,883 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,243 | OverpaymentAmt |
| Applied To ES Tax | $1,243 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M MUCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244431533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M MUCK | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | CHAIRMAN/CEO | 1.00 | $0 | $0 | $0 |
| ANGELA MUSILLO | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | VICE PRESIDENT/SENIOR FOUNDATION ADMIN | 0.50 | $0 | $0 | $0 |
| RYAN PARKER | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | TREASURER | 0.50 | $0 | $0 | $0 |
| JENNIFER BOOTH | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | BOARD MEMBER TILL 7/23, SECRETARY 7/23 | 0.50 | $0 | $0 | $0 |
| WEN VAUGHAN-MUCK | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | BOARD MEMBER, ENTERED 7/23 | 0.50 | $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 | $1,048,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,891 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,096,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,096,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $640 | TotalTaxAmt |
| Distributable Before Adj | $53,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,739 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,739 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,922 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,922 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $8,922 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN M MUCK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M MUCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7244431533 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEAR THOUGHTS FOUNDATION | |||||||
| 3000 VILLAGE RUN ROAD UNIT 103 225 | WEXFORD | PA | 15090 | N/A | PC | GENERAL SUPPORT | $4,000 |
| THE HUMANE SOCIETY OF SOMERSET COUNTY | |||||||
| PO BOX 182 | SOMERSET | PA | 15501 | N/A | PC | GENERAL SUPPORT | $1,000 |
| THE OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 896 | ATHENS | OH | 45701 | N/A | PC | GENERAL SUPPORT | $103,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DRIVE SUITE 130 | STATE COLLEGE | PA | 16801 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,000 | 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 | $23,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,755 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,602 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,602 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 85.000 SHS CRH ORD EUR 0.32 | $4,946 | $5,879 |
| 77.468 SHS MEDTRONIC PLC | $7,994 | $6,382 |
| 21.000 SHS ADOBE SYSTEMS INCORPORATED COM | $8,879 | $12,529 |
| 45.000 SHS ADVANCE MICRO DEVICES INC | $4,888 | $6,633 |
| 18.427 SHS AIR PRODUCTS AND CHEMICALS INC | $4,938 | $5,045 |
| 310.000 SHS ALPHABET INC CAP STK CL A | $29,091 | $43,304 |
| 63.00 SHS AMAZON.COM INC | $5,957 | $9,572 |
| 45.936 SHS AMERICAN EXPRESS CO COM USD0.20 | $4,603 | $8,606 |
| 48.703 SHS AMGEN INC | $11,573 | $14,027 |
| 213.806 SHS APPLE INC | $12,042 | $41,164 |
| 191.455 SHS BANK OF AMERICA CORP COM | $5,782 | $6,446 |
| 60.000 SHS BERKSHIRE HATHAWAY INC COM USD | $12,449 | $21,400 |
| 36.000 SHS BOEING CO | $6,879 | $9,384 |
| 5.023 SHS BROADCOM INC COM | $4,547 | $5,607 |
| 41.413 SHS CHEINERE ENERGY INC COM USD | $6,508 | $7,070 |
| 44.415 SHS CHEVRON CORP NEW COM(CVX) | $4,853 | $6,625 |
| 189.427 SHS CISCO SYSTEMS INC | $8,734 | $9,570 |
| 178.547 SHS COMCAST CORP | $8,276 | $7,829 |
| 40.149 SHS CONOCOPHILLIPS COM | $1,618 | $4,660 |
| 17.321 SHS COSTCO WHOLESALE CORP COM USD | $6,198 | $11,433 |
| 20.128 SHS DEERE & CO | $7,883 | $8,049 |
| 33.903 SHS DUKE ENERGY CORP NEW COM NEW | $2,978 | $3,290 |
| 18.517 SHS GENERAL DYNAMICS CORP COM USD | $3,363 | $4,808 |
| 35.078 SHS HOME DEPOT INC | $8,048 | $12,156 |
| 35.229 SHS HONEYWELL INTERNATIONAL INC | $6,290 | $7,388 |
| 62.032 SHS JPMORGAN CHASE & CO COM | $6,886 | $10,552 |
| 30.088 SHS JOHNSON & JOHNSON COM | $1,752 | $4,716 |
| 18.693 SHS L3HARRIS TECHNOLOGIES INC COM | $3,977 | $3,937 |
| 5.010 SHS ELI LILLY &CO COM | $2,721 | $2,920 |
| 36.515 SHS MASTERCARD INCORPORATED CL A (MA) | $13,639 | $15,574 |
| 27.626 SHS MCDONALD S CORP(MCD) | $5,911 | $8,191 |
| 133.760 SHS MICROSOFT CORP (MSFT) | $18,958 | $50,299 |
| 125.024 SHS MONDELEZ INTL INC COM NPV (MDLZ) | $6,822 | $9,055 |
| 43.000 SHS NETFLIX INC | $13,939 | $20,936 |
| 148.382 SHS NEXTERA ENERGY INC COM USD | $9,542 | $9,013 |
| 51.399 SHS NIKE INC CLASS B COM NPV | $4,495 | $5,580 |
| 49.000 SHS NOVO NORDISK A/S ADR-EACH CNV INTO 1 | $4,902 | $5,069 |
| 49.025 SHS PEPSICO INC (PEP) | $6,433 | $8,326 |
| 297.557 SHS PFIZER INC (PFE) | $6,061 | $8,567 |
| 33.684 SHS PHILLIPS 66 COM | $2,019 | $4,485 |
| 66.523 SHS PROCTER & GAMBLE CO COM (PG) | $3,756 | $9,748 |
| 56.176 SHS RTX CORPORATION COM USD1.00 | $4,047 | $4,727 |
| 55.000 SHS SALESFORCE INC COM | $8,993 | $14,473 |
| 75.396 SHS STARBUCKS CORP COM USD | $7,200 | $7,239 |
| 11.129 SHS THERMO FISHER SCIENTIFIC INC | $3,516 | $5,907 |
| 12.593 SHS UNION PAC CORP | $1,741 | $3,093 |
| 28.341 SHS UNITEDHEALTH GROUP(UNH) | $7,642 | $14,921 |
| 58.962 SHS VISA INC COM CL A (V) | $10,432 | $15,351 |
| 80.261 SHS WALMART INC COM (WMT) | $9,028 | $12,653 |
| 32.433 SHS WASTE MANAGEMENT INC | $3,854 | $5,809 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1710.703 SHS ARTISAN INTL VALUE FUND ADVISOR | AT COST | $60,668 | $78,230 |
| 338.958 SHS BLACKROCK EVENT DRIVEN EQUITY INSTL | AT COST | $3,351 | $3,386 |
| 514.354 SHS BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL | AT COST | $5,174 | $5,061 |
| 4418.686 SHS GOLDMAN SACHS GQG PARTNERS INTL OPP I | AT COST | $69,097 | $87,534 |
| 249.793 SHS NEXPOINT MERGER ARBITRAGE CL Z | AT COST | $4,974 | $4,893 |
| 478.966 SHS CLERABRIDGE SMALL CAP GR CL | AT COST | $19,781 | $18,991 |
| 368.565 SHS FULCRUM DIVRS ABSOL RETURN INSTL | AT COST | $3,382 | $3,336 |
| 2368.353 SHS AMERICAN FUNDS CORPORATE BOND F3 | AT COST | $22,823 | $22,665 |
| 439.526 SHS PIMCO TRENDS MANAGED FUTURES STRGY INSTL | AT COST | $5,091 | $4,725 |
| 1778.723 SHS THE OSTERWEIS STRATEGIC INCOME FD | AT COST | $20,386 | $19,459 |
| 951.932 SHS FRANKLIN US MID CAP MULTIFACTOR INDEX | AT COST | $43,694 | $45,816 |
| 776.110 SHS JP MORGAN EXCHANGE TRADED FD EQUITY | AT COST | $42,460 | $42,671 |
| 1018.836 SHS WISDOMTREE TR US QUALITY DIVID | AT COST | $46,806 | $71,604 |
| 2327.000 SHS ALPS ETF TRUST SMITH CORE PLUS BD ETF | AT COST | $60,200 | $60,479 |
| 359.343 SHS INVESCO EXCHANGE-TRADED FUND | AT COST | $10,338 | $10,360 |
| 881.889 SHS ISHARES TRUST AAA - A RATED CORP BD ETF | AT COST | $39,932 | $42,445 |
| 262.098 SHS VANGUARD BD INDEX FUND INC TOTAL BOND | AT COST | $21,845 | $19,277 |
| 166.278 SHS DIREXION SHS ETF TR AUSPACE CMD STG | AT COST | $5,322 | $4,623 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON INVESTMENTS | Desc |
| Amt | $806 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $15,548 | $15,548 | $0 |
| BANK FEES | $0 | $0 | $0 |
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