MCGONIGLE FAMILY FOUNDATION INCORPORATED: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCGONIGLE FAMILY FOUNDATION INCORPORATED (EIN 06-1826952)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349101000
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T06:13:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814474059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061826952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGONIGLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INCORPORATED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGO | BusinessNameControlTxt |
| Phone | 4122881936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 NORTH DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE NEWCAMP | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122881936 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTINE | PersonFirstNm |
| Person Last | NEWCAMP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | GINA A DEIULIIS CPA | PreparerPersonNm |
| PTIN | P00440458 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,346,580 | 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 |
| Interest On Sav Rev And Expnss | $331 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $331 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,418 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,418 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,748 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,220 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,620 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,770 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,067 | CashBOYAmt |
| Cash EOY | $2,500 | CashEOYAmt |
| Cash EOYFMV | $2,500 | CashEOYFMVAmt |
| Acct Rcvbl | $3,521 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,047 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,521 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,521 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $698,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $671,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,340,559 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $711,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $677,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,346,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $711,573 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $677,803 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $711,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $677,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $711,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $677,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $711,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,770 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $677,803 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $677,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 17.90 SHS GS GLOBAL REAL ESTATE SECURITIES FUND | P | 2008-03-28 | 2022-11-30 | $167 | $357 | -$190 | -$190 |
| 70.08 SHS GS GLOBAL REAL ESTATE SECURITIES FUND | P | 2008-05-30 | 2022-11-30 | $653 | $1,480 | -$827 | -$827 |
| 72.97 SHS GS GLOBAL REAL ESTATE SECURITIES FUND | P | 2008-06-09 | 2022-11-30 | $680 | $1,479 | -$799 | -$799 |
| 80 SHS ISHARES MSCI EAFE ETF | P | 2008-06-18 | 2022-11-30 | $5,276 | $3,721 | $1,555 | $1,555 |
| 209 SHS ISHARES MSCI EAFE ETF | P | 2009-06-04 | 2022-11-30 | $13,783 | $9,983 | $3,800 | $3,800 |
| 64 SHS SPDR S&P 500 ETF TRUST | P | 2009-02-20 | 2022-11-30 | $25,224 | $4,954 | $20,270 | $20,270 |
| 14.57 SHS GS REAL ESTATE SECURITIES FUND | P | 2018-06-28 | 2022-11-30 | $172 | $233 | -$61 | -$61 |
| 14.95 SHS GS REAL ESTATE SECURITIES FUND | P | 2017-12-11 | 2022-11-30 | $176 | $237 | -$61 | -$61 |
| 23.24 SHS GS REAL ESTATE SECURITIES FUND | P | 2016-12-09 | 2022-11-30 | $274 | $435 | -$161 | -$161 |
| 48.30 SHS GS REAL ESTATE SECURITIES FUND | P | 2015-12-10 | 2022-11-30 | $569 | $929 | -$360 | -$360 |
| 129.91 SHS GS REAL ESTATE SECURITIES FUND | P | 2016-12-09 | 2022-11-30 | $1,532 | $2,433 | -$901 | -$901 |
| 166.76 SHS GS REAL ESTATE SECURITIES FUND | P | 2017-12-11 | 2022-11-30 | $1,966 | $2,642 | -$676 | -$676 |
| 14.09 SHS GS REAL ESTATE SECURITIES FUND | P | 2019-09-27 | 2022-11-30 | $166 | $230 | -$64 | -$64 |
| 12.74 SHS GS REAL ESTATE SECURITIES FUND | P | 2017-03-30 | 2022-11-30 | $150 | $237 | -$87 | -$87 |
| 12.60 SHS GS REAL ESTATE SECURITIES FUND | P | 2017-09-28 | 2022-11-30 | $149 | $235 | -$86 | -$86 |
| 12.53 SHS GS REAL ESTATE SECURITIES FUND | P | 2015-03-30 | 2022-11-30 | $148 | $147 | $1 | $1 |
| 12.32 SHS GS REAL ESTATE SECURITIES FUND | P | 2016-06-29 | 2022-11-30 | $145 | $265 | -$120 | -$120 |
| 12.21 SHS GS REAL ESTATE SECURITIES FUND | P | 2014-03-28 | 2022-11-30 | $144 | $144 | $0 | $0 |
| 11.97 SHS GS REAL ESTATE SECURITIES FUND | P | 2013-03-27 | 2022-11-30 | $141 | $141 | $0 | $0 |
| 11.95 SHS GS REAL ESTATE SECURITIES FUND | P | 2015-09-29 | 2022-11-30 | $141 | $217 | -$76 | -$76 |
| 11.05 SHS GS REAL ESTATE SECURITIES FUND | P | 2016-03-30 | 2022-11-30 | $130 | $231 | -$101 | -$101 |
| 10.66 SHS GS REAL ESTATE SECURITIES FUND | P | 2014-06-27 | 2022-11-30 | $126 | $126 | $0 | $0 |
| 9.44 SHS GS REAL ESTATE SECURITIES FUND | P | 2014-09-29 | 2022-11-30 | $111 | $111 | $0 | $0 |
| 9.31 SHS GS REAL ESTATE SECURITIES FUND | P | 2013-09-27 | 2022-11-30 | $110 | $110 | $0 | $0 |
| 9.26 SHS GS REAL ESTATE SECURITIES FUND | P | 2015-06-29 | 2022-11-30 | $109 | $110 | -$1 | -$1 |
| 9.06 SHS GS REAL ESTATE SECURITIES FUND | P | 2016-09-29 | 2022-11-30 | $107 | $194 | -$87 | -$87 |
| 8.74 SHS GS REAL ESTATE SECURITIES FUND | P | 2013-06-27 | 2022-11-30 | $103 | $103 | $0 | $0 |
| 8.34 SHS GS REAL ESTATE SECURITIES FUND | P | 2016-12-22 | 2022-11-30 | $98 | $154 | -$56 | -$56 |
| 6.69 SHS GS REAL ESTATE SECURITIES FUND | P | 2017-06-29 | 2022-11-30 | $79 | $125 | -$46 | -$46 |
| 4.71 SHS GS REAL ESTATE SECURITIES FUND | P | 2022-03-30 | 2022-11-30 | $56 | $71 | -$15 | -$15 |
| 54.99 SHS GS REAL ESTATE SECURITIES FUND | P | 2021-12-14 | 2022-11-30 | $648 | $816 | -$168 | -$168 |
| 122.99 SHS GS REAL ESTATE SECURITIES FUND | P | 2021-12-14 | 2022-11-30 | $1,450 | $1,825 | -$375 | -$375 |
| CAPITAL GAINS DIVIDENDS | P | $691 | $691 | $691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,999 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $733 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $733 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $467 | OverpaymentAmt |
| Applied To ES Tax | $467 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTINE NEWCAMP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129680955 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 NORTH DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARY ITA MCGONIGLE | ||||||||
| 114 MOORINGS PARK DRIVE APT 812 | NAPLES | FL | 34105 | PRESIDENT, SECRETARY | 1.00 | $0 | $0 | $0 |
| KEVIN M MCGONIGLE | ||||||||
| 362 MANOR RIDGE DR | ATLANTA | GA | 30305 | 2ND VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHRISTINE NEWCAMP | ||||||||
| 159 NORTH DRIVE | PITTSBURGH | PA | 15238 | VICE PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL J MCGONIGLE | ||||||||
| PO BOX 66 | BUTLER | MD | 210230066 | 3RD VICE PRESIDENT | 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 | $1,477,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,502,262 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,502,262 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,534 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,479,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $73,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $73,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $733 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $733 | TotalTaxAmt |
| Distributable Before Adj | $73,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $73,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $73,253 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $73,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,246 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,246 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,701 | 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 | $9,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $9,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY ITA MCGONIGLE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRISTINE NEWCAMP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 NORTH DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4129680955 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING CHARITABLE PURPOSE AND AMOUNT OF GRANT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 4720 FIFTH AVENUE | PITTSBURGH | PA | 15213 | N/A | PUBLIC | GENERAL | $43,261 |
| LITTLE SISTERS OF THE POOR | |||||||
| 1028 BENTON AVENUE | PITTSBURGH | PA | 15212 | N/A | PUBLIC | GENERAL | $40,239 |
| ST WILLIAM CATHOLIC CHURCH | |||||||
| 601 SEAGATE DRIVE | NAPLES | FL | 34108 | N/A | PUBLIC | GENERAL | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,418 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,621 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,850 | 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 | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS 4698 | StockNm |
| EOY Book Value | $671,782 | EOYBookValueAmt |
| EOYFMV | $1,340,559 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $2,621 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,621 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAXES | $47 | $47 | $0 |
| FEDERAL EXCISE TAX | $1,173 | $0 | $0 |
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