MCKAMISH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCKAMISH FAMILY FOUNDATION (EIN 27-5137609)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-03-08
- IRS object ID
- 202310679349100516
- Schema version
- 2021v4.2
- 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
- Schedule B
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-08T13:04:46-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275137609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCKAMISH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCKA | BusinessNameControlTxt |
| Phone | 4127816262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA MCKAMISH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4127816262 | PhoneNum |
| Signature | 2023-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | MCKAMISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,140,627 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,770,756 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $247,100 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $948,198 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,298,797 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $948,198 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,452 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,966,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,213,934 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $66,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $848 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $954,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $954,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,025,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $954,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,940,395 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,146,951 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $424,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $468,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $486,782 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,402,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,854,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,653,845 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,827,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,322,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,140,627 | 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 | $7,827,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,322,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,827,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,322,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,827,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,322,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,827,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,940,395 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,767,606 | SubtotalAmt |
| Other Decreases | $444,645 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,322,961 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $62,009 | $53,301 | $8,708 | $8,708 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $555,000 | $185,338 | $369,662 | $369,662 |
| PUBLICLY TRADED SECURITIES | P | 2021-12-31 | $184,812 | $111,960 | $72,852 | $72,852 |
| CAPITAL GAINS DIVIDENDS | P | $496,976 | $496,976 | $496,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $948,198 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,943 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,943 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,488 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,912 | OriginalReturnOverpaymentAmt |
| Es Penalty | $105 | EsPenaltyAmt |
| Tax Due | $560 | TaxDueAmt |
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 | JOSEPH D OSBORN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127816262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH D OSBORN | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS R MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | ASST. TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | ASST. TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIA MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MELISSA MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $13,243,163 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $407,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,650,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,650,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,445,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $672,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $672,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,943 | TotalTaxAmt |
| Distributable Before Adj | $656,345 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $656,345 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $656,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $954,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $954,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $656,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $70,873 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $218,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,699 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $577,484 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $954,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $656,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $297,655 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $875,139 | 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 | $875,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,873 | ExcessFromYear4Amt |
| Excess From Year3 | $146,672 | ExcessFromYear3Amt |
| Excess From Year2 | $218,240 | ExcessFromYear2Amt |
| Excess From Year1 | $141,699 | ExcessFromYear1Amt |
| Excess From Current Year | $297,655 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARING HEARTS MINISTRY | |||||||
| 5324 PENN AVE | PITTSBURGH | PA | 15224 | N/A | PC | GENERAL SUPPORT | $115,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH | |||||||
| 212 NINTH STREET | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CHOICES PREGNANCY SERVICES | |||||||
| 626 FIFTH AVENUE | CORAOPOLIS | PA | 15108 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CONVOY OF HOPE | |||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CORNERSTONE TV | |||||||
| 1 SIGNAL HILL DRIVE | WALL | PA | 15148 | N/A | PC | GENERAL SUPPORT | $8,000 |
| CROSSPOINTE CHURCH | |||||||
| 2581 FREEPORT RD | PITTSBURGH | PA | 15238 | N/A | PC | GENERAL SUPPORT | $8,000 |
| FAMILY GUIDANCE | |||||||
| 913 WESTERN AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FOOD FOR THE HUNGRY | |||||||
| 1224 E WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | PC | GENERAL SUPPORT | $5,000 |
| JDRF | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | GENERAL SUPPORT | $12,000 |
| JEREMIAH'S PLACE | |||||||
| 6436 FRANKSTOWN AVE | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL SUPPORT | $6,000 |
| LIGHT OF LIFE MINISTRIES INC | |||||||
| 913 WESTERN AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $12,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $72,000 |
| PRISM | |||||||
| 4001 FIFTH AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL SUPPORT | $2,000 |
| THE CHILDREN'S INSTITUTE OF PITTSBURGH | |||||||
| 1405 SHADY AVE | PITTSBURGH | PA | 15217 | N/A | PC | GENERAL SUPPORT | $5,000 |
| THE NETWORK OF HOPE INC | |||||||
| 2326 DUNCAN AVENUE | ALLISON PARK | PA | 15101 | N/A | PC | GENERAL SUPPORT | $6,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | N/A | PC | GENERAL SUPPORT | $450,000 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | PC | GENERAL SUPPORT | $50,000 |
| MONROEVILLE ASSEMBLY OF GOD | |||||||
| 4561 OLD WILLIAM PENN HWY | MONROEVILLE | PA | 15146 | N/A | PC | GENERAL SUPPORT | $3,000 |
| CROSSWAY COMMUNITY CHURCH | |||||||
| 3805 MILL ROAD | WILLOW GROVE | PA | 19090 | N/A | PC | GENERAL SUPPORT | $2,000 |
| REFUGE FOR WOMEN | |||||||
| 342 WALLER AVE STE D | LEXINGTON | KY | 40504 | N/A | PC | GENERAL SUPPORT | $1,000 |
| GOOD NEWS JAIL & PRISON MINISTRY | |||||||
| PO BOX 9760 | HENRICO | VA | 23228 | N/A | PC | GENERAL SUPPORT | $2,500 |
| LOCKING ARMS MEN | |||||||
| 6307 OYSTER BAY COURT | BRIDGEVILLE | PA | 15017 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CHRISTIAN COUNSELORS COLLABORATIVE | |||||||
| 801 UNION PL | PITTSBURGH | PA | 15212 | N/A | PC | GENERAL SUPPORT | $4,500 |
| FOX FAMILIES CARE | |||||||
| 401 WINDMERE DR | PITTSBURGH | PA | 15238 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ST ANTHONY'S | |||||||
| 2000 CORPORATE DRIVE STE 580 | PITTSBURGH | PA | 15090 | N/A | PC | GENERAL SUPPORT | $75,000 |
| CHILDREN'S HOSPITAL CHILD LIFE SPECIALIST | |||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | N/A | PC | GENERAL SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $954,000 | 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 | $247,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $948,198 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,195,298 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,195,298 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DENNIS AND JANET MCKAMISH | |||||||
| 1 | 3264 LONG MEADOW DRIVE | ALLISON PARK | PA | 15101 | $2,010,000 | Yes (X) | Yes (X) |
| MCKAMISH INC | |||||||
| 2 | 50 55TH STREET | PITTSBURGH | PA | 15209 | $760,656 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | DONATION OF SHARES OF VARIOUS STOCK. | $1,986,515 | 2021-04-21 |
| 2 | DONATION OF SHARES OF VARIOUS STOCK | $760,656 | 2021-12-17 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF AND SCHEUDLE B | FormAndLineReferenceDesc |
| Medium Explanation | THIS AMENDED RETURN FOR THE MCKAMISH FAMILY FOUNDATION IS BEING FILED TO INCLUDE INFORMATION THAT WAS INADVERTENTLY OMITTED FROM THE ORIGINAL RETURN. THE FOLLOWING SECTIONS OF THE RETURN CHANGED AS A RESULT:PART 1 LINE 1 WAS ORIGINALLY FILED WITH A CONTRIBUTION OF $10,000 - IT IS BEING AMENDED TO REFLECT CONTRIBUTION AMOUNTS OF $2,770,756.PART 1 LINE 27B WAS ORIGINALLY REPORTED AS $1,106,689 - IT IS BEING AMENDED TO INCLUDE ADDITIONAL INCOME AND EXPENSES. THE AMENDED AMOUNT IS $1,146,951.PART II, LINES 16 AND 30 WERE ORIGINALLY REPORTED AS $8,248,668 - THEY HAVE BEEN CHANGED TO $10,322,961.PART V LINE 5 WAS ORIGINALLY REPORTED AS $15,383 - IT HAS CHANGED TO $15,943.PART V LINE 9 WAS ORIGINALLY ZERO - IT HAS CHANGED TO $560.SCHEDULE B HAS BEEN CHANGED TO REPORT THE ADDITIONAL CONTRIBUTIONS. CONTRIBUTION FROM DENNIS AND JANET MCKAMISH CHANGED FROM $10,000 TO $2,010,000 AND A CONTRIBUTION FROM MCKAMISH, INC. WAS ADDED IN THE AMOUNT OF $760,656. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4,549.8767 SHS W P CAREY INC COM | AT COST | $266,695 | $373,317 |
| 34,266.8950 SHS CPG CARLYLE FUND | AT COST | $457,856 | $561,014 |
| 29,696.7640 SHS AMER FUNDS AMCAP | AT COST | $773,235 | $1,364,863 |
| 16,562.5100 SHS AMERICAN FUNDAMENTAL | AT COST | $819,460 | $1,257,260 |
| 8,702.2030 SHS AMERICAN NEW WORLD FUND | AT COST | $454,617 | $746,127 |
| 19,324.7290 SHS AMERICAN CAPITAL WORLD | AT COST | $761,869 | $1,228,473 |
| 1,078.4080 SHS BARON PARTNERS FUND CL | AT COST | $40,862 | $222,098 |
| 9,538.9710 SHS BARON GROWTH FD CL INST | AT COST | $515,145 | $1,160,416 |
| 12,329.5750 SHS DAVIS GLOBAL FUND | AT COST | $229,002 | $318,966 |
| 5,223.5590SHS DAVIS FINANCIAL FUND | AT COST | $238,998 | $293,773 |
| 66,131.5180SHS FIDELITY ADVISOR TOTAL | AT COST | $718,930 | $730,092 |
| 4,617.5280 SHS FIRST EAGLE | AT COST | $249,262 | $299,493 |
| 17,852.7970 SHS LOOMIS SAYLES STRATEGIC | AT COST | $283,494 | $252,974 |
| 24,191.8910 SHS PIMCO TOTAL RETURN FUND | AT COST | $258,408 | $248,451 |
| 578.9840 SHS PMF TEI FUND | AT COST | $57,898 | $80,952 |
| 191,101.0054 SHS PARTNERS GROUP PRIVATE | AT COST | $642,755 | $1,570,334 |
| 5,360.960 SHS AMERICAN FUNDS WASHINGTON | AT COST | $261,175 | $323,803 |
| 4,384.5510 SHS AMERICAN CAPITAL INCOME | AT COST | $269,130 | $307,313 |
| 5,337 SHS AMER FUNDS NEW | AT COST | $174,312 | $352,882 |
| 1,200 SHS BERKSHIRE HATHAWAY INC. | AT COST | $250,466 | $358,800 |
| 13,360.8027 SHS BLACKROCK RES & COMMODITY | AT COST | $96,282 | $124,924 |
| 1,432.3858 SHS ISHARES CORE S&P SMALL CAP ETF IV | AT COST | $163,700 | $164,023 |
| 6,243.269 SHS ISHS MSCI INTL QUALITY FACT ETF | AT COST | $247,816 | $245,864 |
| 2,674.2798 SHS SCHWAB US DIVIDEND EQUITY ETF | AT COST | $206,604 | $216,162 |
| 3,359.2698 SHS SCHWAB US TIP ETF | AT COST | $209,267 | $211,264 |
| 814.7071 SHS VANGUARD S&P 500 GROWTH | AT COST | $202,954 | $245,830 |
| 20,475.091 SHS JANUS HENDERSON MULTI-SECTOR INCOME I | AT COST | $206,988 | $203,318 |
| 5,110 SHS AMAGX AMANA GROWTH FUND | AT COST | $100,272 | $375,789 |
| 2,883.717 SHS BARON GLOBAL ADVANTAGE INSTITUTIONAL | AT COST | $70,683 | $152,058 |
| 4,505.1580 SHS GUGGENHEIM RISK MANAGED REAL ESTT INSTL | AT COST | $170,943 | $186,153 |
| 4,843.448 SHS JANUS HENDERSON BALANCED I | AT COST | $211,203 | $222,750 |
| 9,422.344 SHS JP MORGAN HEDGED EQUITY I | AT COST | $243,898 | $254,309 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $444,645 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PMF TEI FUND | Desc |
| Net Investment Income | $22,452 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $66,135 | Amt |
| Net Investment Income | $66,135 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ESTIMATE PAYMENTS | $4,676 | $0 | $0 | $0 |
| FOREIGN TAX | $848 | $848 | $0 | $0 |
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