ROBERT I GLIMCHER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ROBERT I GLIMCHER FAMILY FOUNDATION (EIN 20-7366908)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-05
IRS object ID
202413109349101631
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-05T15:15:34-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207366908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT I GLIMCHER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4123922021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MELLON CTR 500 GRANT ST 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4123922021PhoneNum
Signature2024-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH R PIOTPreparerPersonNm
PTINP01358891PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$784,642FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,272DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,272DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,758NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,645GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,758CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$8OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$96OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$55,022TotalRevAndExpnssAmt
Total Net Invst Incm$55,126TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,950OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,950OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,450TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$189,247ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$189,247ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$202,197TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,450TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$190,997TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$147,175ExcessRevenueOverExpensesAmt
Net Investment Income$47,676NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$28,707CashBOYAmt
Cash EOY$1,301CashEOYAmt
Cash EOYFMV$1,301CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$30,198USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$30,198USGovtObligationsEOYFMVAmt
Corporate Stock BOY$342,374CorporateStockBOYAmt
Corporate Stock EOY$186,851CorporateStockEOYAmt
Corporate Stock EOYFMV$500,201CorporateStockEOYFMVAmt
Other Assets BOY$249,846OtherAssetsBOYAmt
Other Assets EOY$252,942OtherAssetsEOYAmt
Other Assets EOYFMV$252,942OtherAssetsEOYFMVAmt
Total Assets BOY$620,927TotalAssetsBOYAmt
Total Assets EOY$471,292TotalAssetsEOYAmt
Total Assets EOYFMV$784,642TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$620,927NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$471,292NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$620,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$471,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$620,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$471,292TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$620,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$147,175ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$473,752SubtotalAmt
Other Decreases$2,460OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$471,292TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
FROM K-1: GG 2022 FAMILY INVESTMENT COMPANY LLC$12$12$12
FROM K-1: GG 2022 FAMILY INVESTMENT COMPANY LLC$194$194$194
PUBLICLY TRADED SECURITIES$190,439$37,552$37,552$152,887
FieldValueIRS element (for citing)
Capital Gain Net Income$37,758CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$663InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$663SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$663TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,173EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,173TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,510OverpaymentAmt
Applied To ES Tax$3,510AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT I GLIMCHERIndividualWithBooksNm
Phone4123922021PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREET SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT ST SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$637,656AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,235AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$252,942FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$907,833TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$907,833AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,617CashDeemedCharitableAmt
Net Vl Noncharitable Assets$894,216NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,711MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,711MinimumInvestmentReturnAmt
Tax Based On Investment Income$663TaxBasedOnInvestmentIncomeAmt
Total Tax$663TotalTaxAmt
Distributable Before Adj$44,048DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,048DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,048DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,997ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$190,997QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,048DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$199,254ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$132,217ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$88,869ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$81,403ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,004ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$556,747TotalExcessDistributionCyovAmt
Qualifying Distributions$190,997QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,048AppliedToCurrentYearAmt
Remaining Distri From Corpus$146,949RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$703,696TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$199,254ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$504,442ExcessDistriCyovToNextYrAmt
Excess From Year4$132,217ExcessFromYear4Amt
Excess From Year3$88,869ExcessFromYear3Amt
Excess From Year2$81,403ExcessFromYear2Amt
Excess From Year1$55,004ExcessFromYear1Amt
Excess From Current Year$146,949ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT I GLIMCHERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT I GLIMCHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4123922021RecipientPhoneNum
Form And Info And MaterialsLETTER OF INQUIRYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL STARS PROJECT
543 WEST 42ND STREETNEW YORKNY10036NONEPCGUS MILANO HONOREE$1,000
BOSTON UNIVERSITY-HILLEL
881 COMMONWEALTH AVEBOSTONMA02215NONEPCGENERAL SUPPORT$15,000
CHABAD OF SQUIRREL HILL INC
100 BEECHWOOD BLVDPITTSBURGHPA15217NONEPCINSTALLMENTS 2 & 3 OF PLEDGE$12,500
CHILDRENS INSTITUTE OF PITSBURGH
1405 SHADY AVEPITTSBURGHPA15217NONEPC2023 GENERAL FUND$2,500
CLASSROOMS WITHOUT BORDERS
4905 FIFTH AVEPITTSBURGHPA15213NONEPCANNUAL PLEDGE$25,000
CLASSROOMS WITHOUT BORDERS
4905 FIFTH AVEPITTSBURGHPA15213NONEPCGENERAL SUPPORT$3,600
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCYAHRZET CANDLES$72
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPC2023 ANNUAL CONTRIBUTION$3,070
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCALIYAH YOM KIPPUR$500
CONGREGATION POALE ZEDECK
6318 PHILLIPS AVENUEPITTSBURGHPA15217NONEPCMEMBERSHIP DUES$1,375
FRIENDSHIP CIRCLE PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217NONEPCFRIENDS ALL AROUND 2022$2,500
FRIENDSHIP CIRCLE PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217NONEPCEVENT SUPPORT$3,750
FRIENDSHIP CIRCLE PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217NONEPCFRIENDSHIP CIRCLE GENERAL SUPPORT$5,000
JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH
5738 FORBES AVENUEPITTSBURGHPA15217NONEPC2023 JCC BIG NIGHT$1,000
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021NONEPCAMMUNITION HILL$100,000
MOUNT ALOYSIUS COLLEGE
7373 ADMIRAL PEARY HWYCRESSONPA16630NONEPCIN HONOR OF PHILIP & COLLEEN$1,000
PELOTONIA
L-3454COLUMBUSOH432603454NONEPCIN HONOR OF RENEE CSUHRAN$1,000
PELOTONIA
L-3454COLUMBUSOH432603454NONEPCRIDER SPONSORSHIP$180
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPC2022-2026 THE DREAM CAMPAIGN$10,000
ZOA PITSBURGH DISTRICT
6507 WILKINS AVEPITTSBURGHPA15217NONEPCSPONSORSHIP$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$189,247TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S HOSPITAL OF PITTSBURGH
4401 PENN AVEPITTSBURGHPA15224NONEPCGENERAL SUPPORT$25,000
FRIENDSHIP CIRCLE PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$22,500
THE CATHOLIC CHARITIES COMPASSION CORNER
111 BOULEVARD OF THE ALLIESPITTSBURGHPA15222NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$57,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,272ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,758ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
GG 2022 FAMILY INVESTMENT COMPANY OTHER INCOME18$96
GG 2022 FAMILY INVESTMENT COMPANY ORDINARY INCOME523000-$104

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$104UnrelatedBusinessTaxblIncmAmt
Exclusion$55,126ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$55,022TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SECTION 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING: TAX YEAR AMOUNT 2007 $1,547 2008 $26,979_________________________________ _____________OFFICER SIGNATURE DATEElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
317 SHS LIBERTY MEDIA CORP A MEDIA$302$18,380
634 SHS LIBERTY MEDIA CORP C MEDIA$586$40,024
317 SHS LIBERTY BROADBAND CL A$711$25,563
634 SHS LIBERTY BROADBAND CL C$1,410$51,094
717 SHS LIBERTY LATIN AMER (LILAK)$2,529$5,263
37 SHS WABTEC$2,888$4,695
953 SHS LIBERTY MEDIA CORP C$879$27,427
5,000 SHS LIBERTY GLOBAL INC SER C$8,535$93,200
11,041 SHS WARNER BROTHERS DISCOVER$42,570$125,647
2,318 SHS LIONS GATE$60,500$23,620
4,000 SHS AT&T$63,384$67,120
459 SHS ATLANTA BRAVES HOLDINGS$2,557$18,168

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$30,198USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$30,198USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescGG 2022 FAMILY INVESTMENT COMPANY LLCDesc
BOY Book Value$249,846BOYBookValueAmt
EOY Book Value$252,942EOYBookValueAmt
EOYFMV$252,942EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$2,460Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM K-1: GG 2022 FAMILY INVESTMENT COMPANY LLC (INVESTMENT EXPENSES)$3,763$3,763$0
FROM K-1: GG 2022 FAMILY INVESTMENT COMPANY LLC$757$757$0
BANK FEES$70$70$0
MISCELLANEOUS EXPENSE$360$360$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
GG 2022 FAMILY INVESTMENT COMPANY OTHER INCOME$96$96$96
GG 2022 FAMILY INVESTMENT COMPANY ORDINARY INCOME-$104-$104

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX PAYMENTSCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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