MUCK FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MUCK FAMILY FOUNDATION (EIN 36-4515100)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202301359349101715
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:14:33-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364515100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUCK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUCK | BusinessNameControlTxt |
| Phone | 7244431533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M MUCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7244431533 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | MUCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELENA FAURIE | PreparerPersonNm |
| PTIN | P01684710 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 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 | $1,067,774 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,680 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,680 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $300,389 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,806 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,486 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,241 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15 | CashBOYAmt |
| Cash EOY | $10,822 | CashEOYAmt |
| Cash EOYFMV | $10,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $24,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,180 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $408,346 | CorporateStockBOYAmt |
| Corporate Stock EOY | $363,215 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $479,383 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $519,126 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $544,633 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $557,389 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $952,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $938,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,067,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $697,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $697,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $254,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $241,396 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $952,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $938,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $952,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $938,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $952,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $938,945 | SubtotalAmt |
| Other Decreases | $95 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $938,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $297,560 | $260,583 | $36,977 | $36,977 |
| CAPITAL GAIN DIVIDENDS | P | $2,829 | $2,829 | $2,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,806 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $643 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $643 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,526 | 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 | $2,526 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,883 | OverpaymentAmt |
| Applied To ES Tax | $1,883 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M MUCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244431533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M MUCK | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | CHAIRMAN/CEO | 1.00 | $0 | $0 | $0 |
| CHRISTINE ROTELLA EXITED 43022 | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANGELA MUSILLO | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | SECRETARY/SENIOR FOUNDATION ADMIN. | 0.50 | $0 | $0 | $0 |
| RYAN PARKER | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | TREASURER | 0.50 | $0 | $0 | $0 |
| JENNIFER BOOTH | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | BOARD MEMBER | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,081,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,098 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,145,840 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,145,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,128,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $643 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $643 | TotalTaxAmt |
| Distributable Before Adj | $55,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,790 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,449 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,449 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $55,739 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN M MUCK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M MUCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7244431533 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN WHITEWATER | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ARMSTRONG TRAILS INC | |||||||
| PO BOX 777 | KITTANNING | PA | 16201 | N/A | PC | SUPPORT OF BRADY TUNNEL REHAB PROJECT | $2,500 |
| BUTLER MEALS ON WHEELS | |||||||
| PO BOX 348 | BUTLER | PA | 160030348 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CLEAR THOUGHTS FOUNDATION | |||||||
| 3000 VILLAGE RUN ROAD UNIT 103 225 | WEXFORD | PA | 15090 | N/A | PC | GENERAL SUPPORT | $4,000 |
| FREEPORT GIRLS SOCCER BOOSTERS | |||||||
| 149 WESTON LANE | SARVER | PA | 16055 | N/A | PC | GENERAL SUPPORT | $1,000 |
| HARMONY FIRE DEPT BUILDING FUND | |||||||
| 543 MAIN STREET | HARMONY | PA | 16037 | N/A | PC | GENERAL SUPPORT IN MEMORY OF PAUL R. RADER | $500 |
| HEALTHNETWORK FOUNDATION | |||||||
| 3550 LANDER ROAD SUITE 225 | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL SUPPORT | $10,000 |
| INNOVATE PGH | |||||||
| 218 OAKLAND AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL SUPPORT | $10,000 |
| KNOCH KNIGHTS LEGACIES FOUNDATION | |||||||
| 328 KNOCH ROAD | SAXONBURG | PA | 16056 | N/A | PC | GENERAL SUPPORT | $1,000 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 913 WESTERN AVENUE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 913 WESTERN AVENUE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT IN MEMORY OF JOHN "JACK" HENNE | $500 |
| PENNSYLVANIA TROLLEY MUSEUM | |||||||
| 1 MUSEUM RD | WASHINGTON | PA | 153016133 | N/A | PC | GENERAL SUPPORT FOR EXPANSION | $2,500 |
| PERRY TOWNSHIP FIRE COMPANY | |||||||
| 998 VALIER DRIVE | VALIER | PA | 15780 | N/A | PC | GENERAL SUPPORT IN MEMORY OF MELINDA "MINDY" MCAFEE | $1,000 |
| THE NATIONAL PANCREAS FOUNDATION | |||||||
| 3 BETHESDA METRO CENTER SUITE 700 | BETHESDA | MD | 20814 | N/A | PC | GENERAL SUPPORT IN MEMORY OF MARION E. "BEBE" PARKER | $500 |
| THE OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 896 | ATHENS | OH | 45701 | N/A | PC | GENERAL SUPPORT | $2,500 |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DRIVE SUITE 130 | STATE COLLEGE | PA | 16801 | N/A | PC | GENERAL SUPPORT | $10,000 |
| TRAIL PITTSBURGH | |||||||
| 7500 BROOKTREE ROAD SUITE 100 | WEXFORD | PA | 15090 | N/A | PC | ALAMEDA PARK TRAIL FUND | $2,500 |
| TROOPS FIRST FOUNDATION | |||||||
| 12788 BARNETT DRIVE | MOUNT AIRY | MD | 21771 | N/A | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,500 | 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 | $23,680 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,486 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,486 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 31.969 SHS COLGATE-PALMOLIVE CO COM USD | $1,958 | $2,519 |
| 63.665 NEXTERA ENERGY INC COM USD | $4,170 | $5,322 |
| 37.884 SHS CVS HEALTH CORPORATION COM | $2,179 | $3,530 |
| 58.000 SHS PAYPAL HLDGS INC COM(PYPL) | $6,003 | $4,131 |
| 73.840 SHS PROCTER & GAMBLE CO COM (PG) | $4,627 | $11,191 |
| 47.478 SHS CONOCOPHILLIPS COM | $1,935 | $5,602 |
| 32.496 SHS DUKE ENERGY CORP NEW COM NEW | $2,844 | $3,347 |
| 54.760 SHS RAYTHEON TECHNOLOGIES CORP | $3,919 | $5,526 |
| 18.243 SHS L3HARRIS TECHNOLOGIES INC COM | $3,893 | $3,798 |
| 31.883 SHS WASTE MANAGEMENT INC | $3,764 | $5,002 |
| 12.101 SHS THERMO FISHER SCIENTIFIC INC | $3,838 | $6,664 |
| 44.035 SHS PHILLIPS 66 COM | $2,633 | $4,583 |
| 19.092 SHS GENERAL DYNAMICS CORP COM USD | $3,466 | $4,737 |
| 21.963 SHS AIR PRODUCTS AND CHEMICALS INC | $5,887 | $6,770 |
| 17.193 SHS COSTCO WHOLESALE CORP COM USD | $6,130 | $7,849 |
| 27.027 SHS MCDONALD S CORP(MCD) | $5,741 | $7,122 |
| 40.160 SHS CHEVRON CORP NEW COM(CVX) | $3,588 | $7,208 |
| 280.352 SHS CISCO SYSTEMS INC | $12,156 | $13,356 |
| 52.262 SHS AMERICAN EXPRESS CO COM USD0.20 | $5,233 | $7,722 |
| 69.730 SHS NIKE INC CLASS B COM NPV | $7,023 | $8,159 |
| 127.240 SHS JOHNSON & JOHNSON COM | $8,062 | $22,477 |
| 21.229 SHS UNION PAC CORP | $2,924 | $4,396 |
| 143.032 SHS MONDELEZ INTL INC COM NPV (MDLZ) | $7,799 | $9,533 |
| 74.869 SHS MEDTRONIC PLC | $7,787 | $5,819 |
| 42.476 SHS HONEYWELL INTERNATIONAL INC | $7,827 | $9,103 |
| 18.000 SHS ADOBE SYSTEMS INCORPORATED COM | $6,183 | $6,058 |
| 173.648 SHS COMCAST CORP | $8,076 | $6,072 |
| 51.000 SHS SALESFORCE INC COM | $8,181 | $6,762 |
| 69.580 SHS PEPSICO INC (PEP) | $9,108 | $12,570 |
| 284.340 SHS PFIZER INC (PFE) | $5,587 | $14,570 |
| 96.770 SHS STARBUCKS CORP COM USD | $9,362 | $9,600 |
| 43.154 SHS HOME DEPOT INC | $9,894 | $13,631 |
| 35.653 SHS DISNEY WALT CO (DIS) | $5,133 | $3,098 |
| 91.997 SHS WALMART INC COM (WMT) | $10,389 | $13,044 |
| 47.029 SHS AMGEN INC | $11,167 | $12,352 |
| 209.798 SHS VERIZON COMMUNICATIONS INC | $12,145 | $8,266 |
| 27.927 SHS UNITEDHEALTH GROUP(UNH) | $7,437 | $14,806 |
| 72.497 SHS VISA INC COM CL A (V) | $12,865 | $15,062 |
| 343.324 SHS BANK OF AMERICA CORP COM | $10,537 | $11,371 |
| 107.083 SHS JPMORGAN CHASE & CO COM | $12,150 | $14,360 |
| 212.627 SHS APPLE INC | $11,840 | $27,627 |
| 180.000 SHS ALPHABET INC CAP STK CL A | $11,044 | $15,881 |
| 80.000 SHS AMAZON.COM INC | $7,564 | $6,720 |
| 60.000SHS BERKSHIRE HATHAWAY INC COM USD | $12,449 | $18,534 |
| 168.596 SHS MICROSOFT CORP (MSFT) | $23,608 | $40,433 |
| 37.298 SHS MASTERCARD INCORPORATED CL A | $13,931 | $12,970 |
| 15.000 SHS BOEING CO COM USD | $2,516 | $2,857 |
| 41.000 SHS CHEINERE ENERGY INC COM USD | $6,441 | $6,148 |
| 6.000 SHS DEERE & CO | $2,399 | $2,573 |
| 29.000 SHS NETFLIX INC | $7,823 | $8,552 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 181.700 SHS PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF | AT COST | $18,467 | $17,925 |
| 534.576 SHS CLERABRIDGE SMALL CAP GR CL | AT COST | $22,085 | $19,528 |
| 253.978 SHS VANGUARD BD INDEX FUND INC TOTAL BOND | AT COST | $21,260 | $18,246 |
| 1276.293 SHS BLACKROCK LOW DURATION BOND INSTL | AT COST | $12,033 | $11,321 |
| 299.438 SHS VANGUARD EXTENDED MARKETS INDEX | AT COST | $37,730 | $39,783 |
| 1367.162 SHS WISDOMTREE TR US QUALITY DIVID | AT COST | $63,981 | $82,522 |
| 5331.305 SHS GOLDMAN SACHS GQG PARTNERS INTL OPP I | AT COST | $82,896 | $88,553 |
| 2206.568 SHS ARTISAN INTL VALUE FUND ADVISOR | AT COST | $77,668 | $84,754 |
| 5946.212 SHS ALPS SMITH TOTAL RETURN BOND CL I | AT COST | $64,178 | $56,727 |
| 1680.282 SHS THE OSTERWEIS STRATEGIC INCOME FD | AT COST | $19,343 | $17,357 |
| 760.032 SHS ISHARES TRUST AAA - A RATED CORP BD ETF | AT COST | $34,216 | $35,208 |
| 276.000 SHS SPDR BLOOMBERG INVESTMENT GRADE | AT COST | $8,381 | $8,388 |
| 214.082.000 SHS SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | AT COST | $19,599 | $19,582 |
| 208.172 SHS DIREXION SHS ETF TR AUSPACE CMD STG | AT COST | $7,015 | $6,124 |
| 684.368 SHS BLACKROCK EVENT DRIVEN EQUITY INSTL | AT COST | $6,764 | $6,618 |
| 675.078 SHS BLACKROCK SYSTEMATIC MULTI-STRATEGY INSTL | AT COST | $6,871 | $6,521 |
| 334.942 SHS NEXPOINT MERGER ARBITRAGE CL Z | AT COST | $6,807 | $6,632 |
| 1399.9005 SHS JP MORGAN HEDGED EQUITY 2 FD I | AT COST | $22,760 | $19,431 |
| 715.963 SHS FULCRUM DIVRS ABSOL RETURN INSTL | AT COST | $6,571 | $6,487 |
| 506.417 SHS PIMCO TRENDS MANAGED FUTURES STRGY INSTL | AT COST | $6,008 | $5,682 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON INVESTMENTS | Desc |
| Amt | $95 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $17,235 | $17,235 | $0 |
| BANK FEES | $10 | $10 | $0 |
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