HELPING HANDS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HELPING HANDS FOUNDATION INC (EIN 81-0636347)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-02
- IRS object ID
- 202321229349100137
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-02T09:12:10-05:00 | 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 | 810636347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELPING HANDS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCHNEIDER DOWNS & CO INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELP | BusinessNameControlTxt |
| Phone | 4126975444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH W HAMMEL | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 4126975444 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | HAMMEL | 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 | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | 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 | $13,932,729 | 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 | $343,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,175 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $343,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,175 | 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 |
| Accounting Fees Rev And Expnss | $7,152 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $572 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,155 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,155 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $796,194 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $796,194 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $883,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $802,844 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$540,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $348,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $554,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $554,451 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,218,932 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,218,932 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,814,784 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,160,940 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,966,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,563,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,728,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,739,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,932,729 | 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 | $12,728,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,739,509 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,728,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,739,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,728,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,739,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,728,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$540,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $551,538 | OtherIncreasesAmt |
| Subtotal | $12,739,509 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,739,509 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,801 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,801 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | 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 | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,199 | OverpaymentAmt |
| Applied To ES Tax | $8,199 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCHNEIDER DOWNS CO INC | IndividualWithBooksNm |
| Phone | 4126975444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| K HAMMEL | ||||||||
| C/O ONE PPG PLACE | PITTSBURGH | PA | 15222 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| L HAMMEL | ||||||||
| C/O ONE PPG PLACE | PITTSBURGH | PA | 15222 | DIRECTOR/SECRETARY/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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST PRATT STREET 11TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $69,155 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,007,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $423,481 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,431,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,431,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,472 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,200,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $760,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $760,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,801 | TotalTaxAmt |
| Distributable Before Adj | $756,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $756,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $756,199 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $802,844 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $802,844 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $756,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $783,783 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $802,844 | QualifyingDistributionsAmt |
| Applied To Year1 | $783,783 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,061 | 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 | $737,138 | 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 | K HAMMEL | ContributingManagerNm |
| Contributing Manager | L HAMMEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELS OF HOPE | ||||||||
| 7755 22 MILE RD 183280 | SHELBY TWP | MI | 48318 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT | PITTSBURGH | PA | 15224 | N/A | PC | PENNIES FROM HEAVEN FUND | $59,161 | FLOOR 3 |
| CROSSROADS FOUNDATION | ||||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | N/A | PC | GENERAL SUPPORT | $110,267 | |
| GIVE KIDS THE WORLD | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | N/A | PC | GENERAL SUPPORT | $162,127 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $135,945 | |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | N/A | PC | GENERAL SUPPORT | $135,807 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PC | GENERAL SUPPORT | $58,088 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSEN DRIVE SUITE 400 | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORT | $84,799 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $796,194 | 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 | $343,175 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $343,175 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $343,175 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,152 | Amt |
| Net Investment Income | $572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,580 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONDATE OF GIFT: 12/07/2022PROPERTY: 235 SHARES OF VANGUARD HEALTH CARE ETFBOOK VALUE: $57,290BOOK VALUATION METHOD: PURCHASE PRICEFMV: $59,161FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CROSSROADS FOUNDATIONDATE OF GIFT: 12/07/2022PROPERTY: 438 SHARES OF VANGUARD HEALTH CARE ETFBOOK VALUE: $26,478BOOK VALUATION METHOD: PURCHASE PRICEFMV: $110,267FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: GIVE KIDS THE WORLD, INC.DATE OF GIFT: 12/07/2022PROPERTY: 644 SHARES OF VANGUARD HEALTH CARE ETFBOOK VALUE: $38,931BOOK VALUATION METHOD: PURCHASE PRICEFMV: $162,127FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: MAKE-A-WISH FOUNDATION OF GREATER PENNSYLVANIA AND WEST VIRGINIADATE OF GIFT: 12/07/2022PROPERTY: 540 SHARES OF VANGUARD HEALTH CARE ETFBOOK VALUE: $32,644BOOK VALUATION METHOD: PURCHASE PRICEFMV: $135,945FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: ST. JUDE CHILDREN'S RESEARCH HOSPITALDATE OF GIFT: 12/07/2022PROPERTY: 200 SHARES OF VANGUARD HEALTH CARE ETF AND 33 SHARES OF VANGUARD CONSUMER DISCRETIONARY ETFBOOK VALUE: $14,268BOOK VALUATION METHOD: PURCHASE PRICEFMV: $58,088FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: YMCA OF GREATER PITTSBURGHDATE OF GIFT: 12/07/2022PROPERTY: 141 SHARES OF VANGUARD CONSUMER DISCRETIONARY ETF AND 156 SHARES OF VANGUARD INFORMATION TECHNOLOGY ETFBOOK VALUE: $24,231BOOK VALUATION METHOD: PURCHASE PRICEFMV: $84,799FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: PLACE OF HOPE, INC.DATE OF GIFT: 12/07/2022PROPERTY: 135 SHARES OF VANGUARD INFORMATION TECHNOLOGY ETF, 75 VANGUARD CONSUMER DISCRETIONARY ETF, AND 869 VANGUARD FINANCIALS ETFBOOK VALUE: $43,898BOOK VALUATION METHOD: PURCHASE PRICEFMV: $135,807.23FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,217 SHS ISHARES TIPS BOND ETF | $157,830 | $129,537 |
| 1,268 SHS ISHARES 20+ YEAR TREAS BOND ETF | $189,029 | $126,242 |
| 1,443 SHS ISHARES 3-7 YEAR TREAS BOND ETF | $189,506 | $165,786 |
| 1,616 SHS ISHARES 7-10 YEAR TREAS BOND | $189,424 | $154,780 |
| 1,794 SHS ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF | $160,815 | $132,092 |
| 1,866 SHS ISHARES FLOATING RATE BOND ETF | $94,578 | $93,916 |
| 2,311 SHS ISHARES CMBS ETF | $126,293 | $106,098 |
| 2,681 SHS ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF | $300,848 | $282,658 |
| 3,000 SHS ISHARES JP MORGAN EM CORPORATE BOND ETF | $145,353 | $128,280 |
| 4,029 SHS ISHARES 1-3 YR TREAS BOND ETF | $347,527 | $327,034 |
| 5,156 SHS VANGUARD SHORT TERM CORPORATE BOND ETF | $405,120 | $387,680 |
| 557 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $62,304 | $47,117 |
| 6,106 SHS ISHARES MBS ETF | $663,222 | $566,332 |
| 6,899 SHS SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $187,083 | $167,232 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,061 SHS ISHARES MSCI USA QUALITY | AT COST | $63,840 | $120,912 |
| 1,074 SHS SPDR S&P BIOTECH ETF | AT COST | $142,336 | $89,142 |
| 10,936 SHS VANGUARD FTSE PAC ETF | AT COST | $635,608 | $703,732 |
| 16,079 SHS VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $623,129 | $626,759 |
| 18,077 SHS VANGUARD FTSE EUROPE ETF | AT COST | $983,070 | $1,002,189 |
| 18,292 SHS VANGUARD FTSE DEVELOPED MKT ETF | AT COST | $719,974 | $767,715 |
| 2,008 SHS MATERIALS SELECT SECTOR SPDR TRUST ETF | AT COST | $104,436 | $155,981 |
| 2,070 SHS VANGUARD CONSUMER DISCRETIONARY ETF | AT COST | $541,791 | $453,371 |
| 2,285 SHS VANGUARD INDUSTRIALS ETF | AT COST | $152,355 | $417,332 |
| 2,344 SHS ENERGY SELECT SECTOR SPDR FUND | AT COST | $114,059 | $205,030 |
| 2,535 SHS VANGUARD VALUE ETF | AT COST | $360,246 | $355,838 |
| 2,621 SHS ISHARES CORE S&P MIDCAP ETF | AT COST | $416,306 | $633,994 |
| 25,000 SHS STARWOOD REAL ESTATE INCOME TRUST INC. CLASS S A/O 11/30/21 | AT COST | $500,000 | $692,375 |
| 3,208 SHS ISHARES CORE S&P SMALL-CAP ETF | AT COST | $264,034 | $303,605 |
| 3,537 SHS REAL ESTATE SELECT SECT SPDR ETF | AT COST | $133,992 | $130,621 |
| 3,586 SHS VANGUARD INFORMATION TECHNOLOGY ETF | AT COST | $886,341 | $1,145,404 |
| 3,725 SHS VANGUARD ESG INTL STOCK ETF | AT COST | $239,878 | $183,233 |
| 39,920 SHS BLACKSTONE REAL ESTATE INCOME TRUST INC CL S A/O 11/30/21 | AT COST | $400,000 | $593,733 |
| 4,894 SHS ISHARE GLOBAL CLEAN ENERGY | AT COST | $114,055 | $97,146 |
| 5,720 SHS THE ISHARE MSCI EMERGING | AT COST | $360,067 | $271,528 |
| 5,732 SHS VANGUARD FINANCIALS ETF | AT COST | $251,018 | $474,208 |
| 1,523 SHS VANGUARD CONSUMER STAPLES ETF | AT COST | $176,687 | $291,761 |
| 7,329 SHS COMM SERVICES SELECT SECTOR | AT COST | $364,006 | $351,719 |
| 8,767 SHS SPDR GOLD MINISHARES TRUST ETF | AT COST | $314,810 | $317,278 |
| 821 SHS ISHARES MSCI USA MOMENTUM FACTOR ETF | AT COST | $54,637 | $119,809 |
| 838 SHS UTILITIES SECTOR SPDR FUND ETF | AT COST | $49,451 | $59,079 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DELAWARE REGISTRATION FEE & REGISTERED AGENT | $70 | $0 | $0 | $70 |
| MISCELLANEOUS EXPENSE | $5 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $551,538 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $69,155 | Amt |
| Net Investment Income | $69,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $11,257 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments