PHILIP CHOSKY CHARITABLE & EDUCATIONAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PHILIP CHOSKY CHARITABLE & EDUCATIONAL FOUNDATION (EIN 23-2932969)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349102015
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:14:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251443981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIS DAVIS & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2740 SMALLMAN STREET SUITE 202 | 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 | 232932969 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILIP CHOSKY CHARITABLE & | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 4123389030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GILDA AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERYL AINSMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4123389030 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD D DAVIS | PreparerPersonNm |
| PTIN | P00139470 | PTIN |
| Phone | 4123912226 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,396,546 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $426,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $426,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,610,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $604,740 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $604,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,016 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,016 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,594 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,056 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,452 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,853 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $241,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,406,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,406,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,647,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,540,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,042,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,738 | CashBOYAmt |
| Cash EOY | $30,602 | CashEOYAmt |
| Cash EOYFMV | $30,602 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,610,578 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $986,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $986,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,119,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,225,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,499,892 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $953,015 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $798,047 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $777,415 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,993,794 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,640,797 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,088,531 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,112 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,017 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,017 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,738,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,695,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,396,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,738,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,695,304 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,738,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,695,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,738,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,695,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,738,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,042,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,695,304 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,695,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1,579 SH RIO TINTO PLC | P | 2023-02-22 | $115,246 | $98,188 | $17,058 | $17,058 | |
| 2,195 SH CITIZENS FINANCIAL | P | 2023-05-03 | $59,211 | $78,057 | -$18,846 | -$18,846 | |
| 1,585 SH US BANCORP DE NEW | P | 2023-05-03 | $48,772 | $94,329 | -$45,557 | -$45,557 | 2019-09-09 |
| 2,558 SH ZURICH INSURANCE | P | 2023-05-03 | $122,998 | $63,175 | $59,823 | $59,823 | 2021-09-23 |
| 328 SH ZURICH INSURANCE | P | 2023-05-03 | $15,771 | $14,012 | $1,759 | $1,759 | |
| 10,000 SH NEW JERSEY ECON DEV AUTH | P | 2023-07-03 | $10,000 | $10,332 | -$332 | -$332 | 2016-04-19 |
| 75,000 SH MINNESOTA ST | P | 2023-08-17 | $62,560 | $64,217 | -$1,657 | -$1,657 | 2022-06-22 |
| 492 SH BAE SYSTEMS PLC | P | 2023-09-08 | $25,573 | $16,395 | $9,178 | $9,178 | 2018-01-19 |
| 94 SH BROADCOM INC | P | 2023-09-08 | $80,467 | $27,939 | $52,528 | $52,528 | 2019-05-16 |
| 315 SH SIEMENS A G SPON ADR | P | 2023-09-08 | $23,044 | $18,660 | $4,384 | $4,384 | 2020-06-03 |
| 181 SH ABBVIE INC | P | 2023-11-10 | $24,927 | $16,761 | $8,166 | $8,166 | 2020-06-04 |
| 607 SH BP PLC | P | 2023-11-10 | $21,292 | $25,727 | -$4,435 | -$4,435 | 2018-01-19 |
| 539 SH BAE SYSTEMS PLC | P | 2023-11-10 | $29,521 | $17,961 | $11,560 | $11,560 | 2018-01-19 |
| 38 SH BROADCOM INC | P | 2023-11-10 | $35,959 | $11,295 | $24,664 | $24,664 | 2019-05-16 |
| 446 SH CROWN CASTLE INC | P | 2023-11-10 | $42,442 | $38,988 | $3,454 | $3,454 | |
| 146 SH JOHNSON & JOHNSON | P | 2023-11-10 | $21,356 | $9,410 | $11,946 | $11,946 | |
| 305 SH LYONDELLBASELL | P | 2023-11-10 | $28,461 | $20,311 | $8,150 | $8,150 | 2020-09-01 |
| 1,414 SH REPSOL SA | P | 2023-11-10 | $20,587 | $17,760 | $2,827 | $2,827 | 2021-03-26 |
| 1,880 SH SANOFI | P | 2023-11-10 | $86,015 | $82,154 | $3,861 | $3,861 | |
| 75,000 SH LOUISVILLE & JEFFERSON | P | 2023-11-15 | $75,000 | $75,000 | $0 | $0 | 2018-06-04 |
| 7,735 SH BAYER A G | P | 2023-11-20 | $71,471 | $106,665 | -$35,194 | -$35,194 | 2021-09-23 |
| 1,358 SH BAYER A G | P | 2023-11-20 | $12,548 | $19,867 | -$7,319 | -$7,319 | 2022-07-26 |
| 2,542 SH BAYER A G | P | 2023-11-20 | $23,488 | $27,581 | -$4,093 | -$4,093 | 2023-11-10 |
| 54,595.832 SH FOUNDATION EQUITY FUND | P | 2023-12-31 | $1,087,330 | $986,375 | $100,955 | $100,955 | |
| 59,334.355 SH FOUNDATION FIXED INCOME FUND | P | 2023-12-31 | $465,998 | $490,765 | -$24,767 | -$24,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,440 | 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 | $14,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $84 | EsPenaltyAmt |
| Overpayment | $7,271 | OverpaymentAmt |
| Applied To ES Tax | $7,271 | 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 | MERYL AINSMAN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 4123389030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 GILDA AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STANLEY BARG | ||||||||
| 575 MADISON AVENUE | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $15,000 | $0 | $0 |
| MERYL AINSMAN | ||||||||
| 111 GILDA AVENUE | PITTSBURGH | PA | 15217 | EXECUTIVE DIRECTOR | 2.00 | $90,000 | $0 | $0 |
| SUSAN O'MALLEY | ||||||||
| 1500 COCHRAN ROAD SUITE 814 | PITTSBURGH | PA | 15243 | DIRECTOR | 1.00 | $15,000 | $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 | $10,217,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,337,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,565 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,568,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,568,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,395,062 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $569,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $569,753 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,085 | TotalTaxAmt |
| Distributable Before Adj | $562,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $562,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $562,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,540,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,540,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $562,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $762,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $794,025 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $802,902 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $816,236 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $880,190 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,055,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,540,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $562,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $978,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,033,792 | 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 | $762,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,271,435 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $794,025 | ExcessFromYear4Amt |
| Excess From Year3 | $802,902 | ExcessFromYear3Amt |
| Excess From Year2 | $816,236 | ExcessFromYear2Amt |
| Excess From Year1 | $880,190 | ExcessFromYear1Amt |
| Excess From Current Year | $978,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| T OF L INC DBA TREE OF LIFE INC | ||||||
| 107 WOODLAND ROAD | PITTSBURGH | PA | 15232 | DISCRETIONARY FUND | $115,000 | |
| ALUMNI THEATER COMPANY | ||||||
| PO BOX 8185 | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $25,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | DISCRETIONARY FUND | $30,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | DISCRETIONARY FUND | $75,000 | |
| CARNEGIE SCIENCE CENTER | ||||||
| ONE ALLEGHENY AVENUE | PITTSBURGH | PA | 15212 | DISCRETIONARY FUND | $60,000 | |
| CENTER OF LIFE | ||||||
| 161 HAZELWOOD AVENUE | PITTSBURGH | PA | 15207 | DISCRETIONARY FUND | $30,000 | |
| CHABAD OF PITTSBURGH | ||||||
| 1700 BEECHWOOD BLVD | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $15,000 | |
| CITY THEATRE | ||||||
| 1300 BINGHAM STREET | PITTSBURGH | PA | 15203 | DISCRETIONARY FUND | $45,000 | |
| SENATOR JOHN HEINZ HISTORY CENTER | ||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | DISCRETIONARY FUND | $30,000 | |
| EAST END COOPERATIVE MINISTRY | ||||||
| 6140 STATION STREET | PITTSBURGH | PA | 15206 | DISCRETIONARY FUNDDISCRETIONARY FUND | $10,000 | |
| FILM PITTSBURGH | ||||||
| 1789 S BRADDOCK AVENUE SUITE 565 | PITTSBURGH | PA | 15218 | DISCRETIONARY FUND | $30,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | DISCRETIONARY FUND | $103,500 | |
| FRONT PORCH THEATRICALS | ||||||
| 112 SEWICKLEY RIDGE CIRCLE | SEWICKLEY | PA | 15143 | DISCRETIONARY FUND | $25,000 | |
| HILLEL JEWISH UNIVERSITY | ||||||
| 4607 FORBES AVENUE | PITTSBURGH | PA | 15213 | DISCRETIONARY FUND | $25,000 | |
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | ||||||
| 5783 FORBES AVENUE | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $130,000 | |
| JEWISH FAMILY AND COMMUNITY SERVICE | ||||||
| 5743 BARTLETT STREET | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $40,000 | |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | DISCRETIONARY FUND | $10,000 | |
| KINETIC THEATRE COMPANY | ||||||
| PO BOX 9246 | PITTSBURGH | PA | 15224 | DISCRETIONARY FUND | $12,000 | |
| HOSSANNA HOUSE | ||||||
| 807 WALLACE AVENUE | WILKINSBURG | PA | 15221 | DISCRETIONARY FUND | $20,000 | |
| JEWISH ASSISTANCE FUND | ||||||
| PO BOX 8197 | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $15,000 | |
| AMERICANS FOR BEN-GURION UNIVERSITY | ||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | DISCRETIONARY FUND | $18,000 | FLOOR |
| PRIME STAGE THEATRE | ||||||
| 840 SAW MILL RUN BLVD | PITTSBURGH | PA | 15220 | DISCRETIONARY FUND | $20,000 | |
| QUANTUM THEATER | ||||||
| 218 N HIGHLAND AVENUE | PITTSBURGH | PA | 15206 | DISCRETIONARY FUND | $25,000 | |
| READING IS FUNDAMENTAL PITTSBURGH | ||||||
| 10 CHILDRENS WAY SUITE 300 | PITTSBURGH | PA | 15212 | DISCRETIONARY FUND | $10,000 | |
| REPAIR THE WORLD PITTSBURGH | ||||||
| 6140 STATION STREET ENTRANCE B | PITTSBURGH | PA | 15206 | DISCRETIONARY FUND | $25,000 | |
| SOUTH HILLS INTERFAITH MINISTRY | ||||||
| 5301 PARK AVENUE | BETHEL PARK | PA | 15102 | DISCRETIONARY FUND | $20,000 | |
| THE FRIENDSHIP CIRCLE OF PITTSBURGH | ||||||
| 5872 NORTHUMBERLAND STREET | PITTSBURGH | PA | 15217 | DISCRETIONARY FUND | $25,000 | |
| THE JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | DISCRETIONARY FUND | $343,000 | |
| THE WORKING GROUPNOT IN OUR TOWN | ||||||
| PO BOX 70232 | OAKLAND | CA | 94612 | DISCRETIONARY FUND | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,406,500 | 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 | $426,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $604,740 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $604,740 | 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 | $325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS DEBT INSTRUMENTS | BondNm |
| EOY Book Value | $798,047 | EOYBookValueAmt |
| EOYFMV | $777,415 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS STOCKS | StockNm |
| EOY Book Value | $4,225,752 | EOYBookValueAmt |
| EOYFMV | $5,499,892 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,640,797 | BookValueAmt |
| EOYFMV | $4,088,531 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $7,935 | $6,840 | $6,840 |
| OTHER RECEIVABLE | $7,177 | $7,177 | $7,177 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,609 | $0 | $2,609 |
| INVESTMENT FEES | $75,452 | $75,452 | $0 |
| OFFICE | $2,244 | $0 | $2,244 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICES | CategoryTxt |
| Amt | $2,016 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,016 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $7,056 | $0 | $7,056 |
| FOREIGN TAXES | $19,594 | $19,594 | $0 |
| EXISE TAXES | $11,887 | $0 | $0 |