DOLLAR BANK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DOLLAR BANK FOUNDATION (EIN 25-1822243)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-07-03
IRS object ID
202321849349100212
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-07-03T11:05:06-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251822243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOLLAR BANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOLLBusinessNameControlTxt
Phone4122617652PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS M DOBROSIELSKIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4122613062PhoneNum
Signature2023-07-03SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastDOBROSIELSKIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,833,682FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$300,598InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$300,598InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$300,598InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm$1,176,266CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$300,598TotalRevAndExpnssAmt
Total Net Invst Incm$1,476,864TotalNetInvstIncmAmt
Total Adj Net Incm$300,598TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,196AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$16,196AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$16,196AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$49,862TaxesRevAndExpnssAmt
Taxes Net Invst Incm$49,862TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,058TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,058TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$16,196TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,720,634ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,720,634ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,786,692TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,058TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$16,196TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,720,634TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,486,094ExcessRevenueOverExpensesAmt
Net Investment Income$1,410,806NetInvestmentIncomeAmt
Adjusted Net Income$284,402AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$25,613CashBOYAmt
Cash EOY$4,817CashEOYAmt
Cash EOYFMV$4,817CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,230,155SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,875,916SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,875,916SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$13,739,930OtherInvestmentsBOYAmt
Other Investments EOY$15,886,080OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,952,306OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,083,085OtherAssetsBOYAmt
Other Assets EOY$643OtherAssetsEOYAmt
Other Assets EOYFMV$643OtherAssetsEOYFMVAmt
Total Assets BOY$21,078,783TotalAssetsBOYAmt
Total Assets EOY$20,767,456TotalAssetsEOYAmt
Total Assets EOYFMV$24,833,682TotalAssetsEOYFMVAmt
Accounts Payable BOY$700AccountsPayableBOYAmt
Accounts Payable EOY$2,200AccountsPayableEOYAmt
Total Liabilities BOY$700TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,200TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$20,222,918NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,909,859NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$855,165DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$855,397DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$21,078,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,765,256TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,078,783TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,767,456TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,078,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,486,094ExcessRevenueOverExpensesAmt
Other Increases$1,173,267OtherIncreasesAmt
Subtotal$20,765,256SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$20,765,256TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PRIMECAP ODYSSEY GROWTH FUNDP$215,202$215,202$215,202
PRIMECAP ODYSSEY GROWTH FUNDP$4,534$4,534$4,534
T.ROWE PRICE MID-CAP GROWTHP$145,883$145,883$145,883
T.ROWE PRICE MID-CAP GROWTHP$5,811$5,811$5,811
VANGUARD SHORT-TERM FEDERAL ADMP$6,477$6,477$6,477
VANGUARD EXPLORER FUND ADMIRALP$334,506$334,506$334,506
VANGUARD EXPLORER FUND ADMIRALP$102,971$102,971$102,971
VANGUARD PRIMECAP FUND ADMIRALP$279,021$279,021$279,021
VANGUARD PRIMECAP FUND ADMIRALP$11,668$11,668$11,668
VANGUARD SHORT-TERM INVEST INSTP$19,397$19,397$19,397
VANGUARD INTERNATIONAL GROWTH ADMP$46,736$46,736$46,736
VANGUARD INTERNATIONAL GROWTH ADMP$4,060$4,060$4,060
FieldValueIRS element (for citing)
Capital Gain Net Income$1,176,266CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,610InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,610SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,610TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,966EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$14,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$34,966TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,356OverpaymentAmt
Applied To ES Tax$15,356AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GUIDESTAR.ORGWebsiteAddressTxt
Individual With BooksTHOMAS M DOBROSIELSKIIndividualWithBooksNm
Phone4122613062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES P WHEELER
20 STANWIX STREETPITTSBURGHPA15222PRESIDENT, DIRECTOR0.00$0$0$0
LISA L GRIFFITH
20 STANWIX STREETPITTSBURGHPA15222ASST. TREASURER, DIRECTOR0.00$0$0$0
MORTON D STANFIELD JR
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT, DIRECTOR0.00$0$0$0
BERRY GRANT III
20 STANWIX STREETPITTSBURGHPA15222DIRECTOR0.00$0$0$0
JOSEPH R TOTH
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT, DIRECTOR0.00$0$0$0
FRANK BUONOMO
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT, DIRECTOR0.00$0$0$0
JOSEPH B SMITH
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
WILLIAM M ELLIOTT
20 STANWIX STREETPITTSBURGHPA15222DIRECTOR0.00$0$0$0
REBECCA A YAGO
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
DAVID PARADISE
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
JAMES HINTON
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
DOROTHY CURTIS
20 STANWIX STREETPITTSBURGHPA15222VICE PRESIDENT0.00$0$0$0
WILLIAM R CAMP
20 STANWIX STREETPITTSBURGHPA15222SECRETARY0.00$0$0$0
THOMAS M DOBROSIELSKI
20 STANWIX STREETPITTSBURGHPA15222TREASURER0.00$0$0$0
BRIAN BRUBAKER
20 STANWIX STREETPITTSBURGHPA15222ASST. TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,887,829AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,362AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,894,191TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,894,191AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$388,413CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,505,778NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,275,289MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,275,289MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,610TaxBasedOnInvestmentIncomeAmt
Total Tax$19,610TotalTaxAmt
Distributable Before Adj$1,255,679DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,255,679DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,255,679DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,720,634ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,720,634QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,255,679DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$68,715ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$86,232ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$369,931ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$113,556ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$638,434TotalExcessDistributionCyovAmt
Qualifying Distributions$1,720,634QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,255,679AppliedToCurrentYearAmt
Remaining Distri From Corpus$464,955RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,103,389TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$68,715ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,034,674ExcessDistriCyovToNextYrAmt
Excess From Year4$86,232ExcessFromYear4Amt
Excess From Year2$369,931ExcessFromYear2Amt
Excess From Year1$113,556ExcessFromYear1Amt
Excess From Current Year$464,955ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOLLAR BANK FOUNDATION CO DOLLAR BARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREET 18TH FLOORAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4122617652RecipientPhoneNum
Form And Info And MaterialsApplicants should become familiar with the giving guidelines, which are subject to change without notice. Each request is analyzed on a case-by-case basis. Grants are made on an annual basis. All requests must be submitted in writing, and include proof of IRS 501 (c)(3) tax-exempt status, description of the organization and the specific program for which it seeks support, description of how the grant will benefit the community, the amount being requested, an itemized budget for any project, and past record of support, by the Foundation or Dollar Bank. The Foundation receives more funding request than it can grant in any year. If it is necessary to decline support of a worthwhile organization or program, the decision is not an adverse reflection on the value of the non-profit or its service. Contributions of grants do not establish entitlement for continuing support.FormAndInfoAndMaterialsTxt
Submission DeadlinesNOSubmissionDeadlinesTxt
Restrictions On AwardsAs a general rule, the Foundation will not provide support to organizations outside the geographic boundaries served by Dollar Bank and its subsidiaries. In addition, the Foundation generally will not support organizations without IRS 501(c)(3) tax-exempt status, individuals, political organizations, candidates or lobbying efforts, labor or fraternal organizations, religious organizations, with respect to religiously oriented activities and/or programs, hospital or other health care delivery facilities that are not 501 (c)(3) non-profits, non-academic efforts at the elementary thru high school levels, sports teams, or capital campaigns. Note: IRS rules prohibit any contributions that would result in a direct benefit to Dollar Bank or its employees.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADVANCED LEADERSHIP INSTITUTE
500 GRANT STPITTSBURGHPA15219ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
ALLEGHENY COUNTY LIBRARY ASSOCIATION
22 WABASH STREET SUITE 202PITTSBURGHPA15220ASSISTANCE FOR EDUCATIONAL PROGRAMS$20,000
ALS ASSOCIATION
416 LINCOLN AVEMILLVALEPA15209ASSISTANCE FOR SOCIAL SERVICES$5,000
BEAM COLLABORATIVE
4955 STEUBENVILLE PIKEPITTSBURGHPA15205ASSISTANCE FOR SOCIAL SERVICES$20,000
BLOOMFIELD GARFIELD CORP
113 N PACIFIC AVEPITTSBURGHPA15224COMMUNITY DEVELOPMENT$10,000
BOWLING GREEN STATE UNIVERSITY
1001 EAST WOOSTER STBOWLING GREENOH43403ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
BOYS & GIRLS CLUB OF SOUTHEASTERN VIRGINIA
1300 DIAMOND SPRINGS ROAD SUITE 300VIRGINIA BEACHVA23455ASSISTANCE FOR SOCIAL SERVICES$10,000
BROTHER'S BROTHER FOUNDATION
1200 GALVESTON AVEPITTSBURGHPA15233ASSISTANCE FOR SOCIAL SERVICES$10,000
CHATHAM UNIVERSITY
WOODLAND ROADPITTSBURGHPA15232ASSISTANCE FOR EDUCATIONAL PROGRAMS$66,000
CHESAPEAKE EDUCATIONAL FOUNDATION
312 CEDAR RDCHESAPEAKEVA23322ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
CHESAPEAKE HOSPITAL FOUNDATION
736 BATTLEFIELD BLVD NCHESAPEAKEVA23320ASSISTANCE FOR SOCIAL SERVICES$10,000
CHESAPEAKE PUBLIC LIBRARY
298 CEDAR ROADCHESAPEAKEVA23322ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
CHN HOUSING PARTNERS
2999 PAYNE AVENUE 3RD FLOORCLEVELANDOH44114COMMUNITY DEVELOPMENT$12,000
CITY MISSION WASHINGTON
84 WEST WHEELING STREETWASHINGTONPA15301ASSISTANCE FOR SOCIAL SERVICES$5,000
CIVICALLY INC
PO BOX 8849PITTSBURGHPA15221COMMUNITY DEVELOPMENT$10,000
CLEVELAND PUBLIC THEATRE
6415 DETROIT AVENUECLEVELANDOH44102SUPPORT FOR ARTS PROGRAMS$3,000
CLEVELAND ZOOLOGICAL SOCIETY
3900 WILDLIFE WAYCLEVELANDOH44109ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
COMMUNITY COLLEGE OF ALLEGHENY COUNTY
800 RIDGE AVEPITTSBURGHPA15212ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
COMMUNITY FORGE
1256 FRANKLIN AVEPITTSBURGHPA15221COMMUNITY DEVELOPMENT$15,000
CONSERVANCY FOR THE CUYAHOGA VALLEY NATIONAL PARK
1403 WEST HINES HILL ROADPENINSULAOH44264COMMUNITY DEVELOPMENT$1,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVENUECLEVELANDOH44115ASSISTANCE FOR EDUCATIONAL PROGRAMS$25,000
DAISY WILSON ARTIST COMMUNITY
PO BOX 54BETHEL PARKPA15102SUPPORT FOR ARTS PROGRAMS$75,000
DOMESTIC VIOLENCE PROJECT INC
PO BOX 9432CANTONOH44711ASSISTANCE FOR SOCIAL SERVICES$1,000
EAST AKRON NEIGHBORHOOD DEVELOPMENT CORPORATION
550 S ARLINGTON STREETAKRONOH44306COMMUNITY DEVELOPMENT$10,000
EDWINS LEADERSHIP & RESTAURANT INSTITUTE
13101 SHAKER SQCLEVELANDOH44120ASSISTANCE FOR EDUCATIONAL PROGRAMS$1,000
EL CENTRO
2800 PEARL AVENUELORAINOH44055ASSISTANCE FOR SOCIAL SERVICES$3,500
ENTERPRISE COMMUNITY PARTNERS INC
1360 EAST 9TH STREET SUITE 510CLEVELANDOH44114COMMUNITY DEVELOPMENT$5,000
FAMILY PROMISE OF GREATER CLEVELAND
3470 EAST 152ND STREETCLEVELANDOH44120ASSISTANCE FOR SOCIAL SERVICES$2,000
FAMILYLINKS INC
401 N HIGHLAND AVEPITTSBURGHPA15206ASSISTANCE FOR SOCIAL SERVICES$3,000
FEEDING THE SPIRIT
611 SOUTHWEST AVEGREENSBURGPA15601ASSISTANCE FOR SOCIAL SERVICES$5,000
GIFTS UNDER THE CORPORATE MATCHING GIFT PROGRAM
20 STANWIX STREETPITTSBURGHPA15222GIFTS UNDER THE CORPORATE MATCHING GIFT PROGRAM$70,871
GREATER CLEVELAND FOOD BANK
15500 SOUTH WATERLOO ROADCLEVELANDOH44110ASSISTANCE FOR SOCIAL SERVICES$25,000
GREATER CLEVELAND HABITAT FOR HUMANITY
2110 WEST 110 STREETCLEVELANDOH44102ASSISTANCE FOR SOCIAL SERVICES$5,000
GREATER CLEVELAND URBAN FILM FESTIVAL
11327 SHAKER BLVD SUITE 500WCLEVELANDOH44104SUPPORT FOR ARTS PROGRAMS$3,500
HABITAT FOR HUMANITY OF ALLEGANY COUNTY
323 PACA STCUMBERLANDMD21502ASSISTANCE FOR SOCIAL SERVICES$15,000
HABITAT FOR HUMANITY OF SOUTH HAMPTION ROADS
217 DIAMOND AVECHESAPEAKEVA23323ASSISTANCE FOR SOCIAL SERVICES$20,000
HAMPTON ROADS ECONOMIC DEVELOPMENT ALLIANCE
500 E MAIN ST STE 1300NORFOLKVA23510COMMUNITY DEVELOPMENT$10,000
HAMPTON ROADS WORKFORCE FOUNDATION
999 WATERSIDE DRIVE SUITE 1314NORFOLKVA23510ASSISTANCE FOR EDUCATIONAL PROGRAMS$4,000
HEARTH
3724 MT ROYAL BLVDGLENSHAWPA15116COMMUNITY DEVELOPMENT$20,000
HEBREW FREE LOAN ASSOCIATION
23300 CHAGRIN BOULEVARD SUITE 204BEACHWOODOH44122ASSISTANCE FOR SOCIAL SERVICES$3,500
HELLO NEIGHBOR
6587 HAMILTON AVENUE 1EPITTSBURGHPA15206COMMUNITY DEVELOPMENT$10,000
HIRAM HOUSE
33775 HIRAM TRAILCHAGRIN FALLSOH44022ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
HOMELESS CHILDREN'S EDUCATION FUND
1901 CENTRE AVENUE SUITE 301PITTSBURGHPA15219ASSISTANCE FOR EDUCATIONAL PROGRAMS$25,000
HUMANE ANIMAL RESCUE
6926 HAMILTON AVENUEPITTSBURGHPA15208ASSISTANCE FOR SOCIAL SERVICES$10,000
HUNGER NETWORK OF GREATER CLEVELAND
4415 EUCLID AVE STE 110CLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$1,000
HYNDMAN LONDONDERRY LION'S CLUB
PO BOX 417HYNDMANPA15545COMMUNITY DEVELOPMENT$1,500
INVISION FOUNDATION
12450 PERRY HWYWEXFORDPA15090ASSISTANCE FOR SOCIAL SERVICES$15,000
JOSEPH'S HOME
2475 E 22ND STREETCLEVELANDOH44115ASSISTANCE FOR SOCIAL SERVICES$1,500
JOSH GIBSON FOUNDATION
PO BOX 100244PITTSBURGHPA15233ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
JUBILEE ASSOCIATION INC
2005 WYANDOTTE STPITTSBURGHPA15219ASSISTANCE FOR SOCIAL SERVICES$10,000
JUDEO-CHRISTIAN OUTREACH CENTER INC
1053 VIRGINIA BEACH BLVDVIRGINIA BEACHVA23451ASSISTANCE FOR SOCIAL SERVICES$25,000
JUNIATA COLLEGE
1700 MOORE STREETHUNTINGDONPA16652ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
KAPPA ALPHA PSI CLEVELAND ALUMNI SCHOLARSHIP
PO BOX 43485CLEVELANDOH44143ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,000
LIGHT OF LIFE MINISTRIES
10 EAST NORTH AVEPITTSBURGHPA15212ASSISTANCE FOR SOCIAL SERVICES$20,000
LUTHERAN METROPOLITAN MINISTRY
4515 SUPERIOR AVECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$7,500
MAKE A WISH FOUNDATION OF GREATER PA AND WEST VIRGINIA
707 GRANT STPITTSBURGHPA15219ASSISTANCE FOR SOCIAL SERVICES$25,000
MALACHI CENTER
2416 SUPERIOR VIADUCTCLEVELANDOH44113ASSISTANCE FOR SOCIAL SERVICES$1,500
MARYLAND CASA ASSOCIATION
200 E JOPPA RDTOWSONMD21286ASSISTANCE FOR SOCIAL SERVICES$10,000
MARYLAND SALEM CHILDREN'S TRUST INC
2705 LOWER NEW GERMANY RDFROSTBURGMD21532ASSISTANCE FOR SOCIAL SERVICES$7,000
METROHEALTH FOUNDATION INC
2500 METROHEALTH DRIVECLEVELANDOH44109ASSISTANCE FOR SOCIAL SERVICES$120,000
MIAMI UNIVERSITY
301 S CAMPUS AVENUEOXFORDOH45056ASSISTANCE FOR EDUCATIONAL PROGRAMS$5,000
MON VALLEY INITIATIVE
305 E 8TH AVEHOMESTEADPA15120COMMUNITY DEVELOPMENT$20,000
MOONSHOT MUSEUM
1016 N LINCOLN AVEPITTSBURGHPA15233ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
MT PLEASANT EMERGENCY MED SERVICES
100 E MAIN STMT PLEASANTPA15666ASSISTANCE FOR SOCIAL SERVICES$3,800
NEIGHBORHOOD ALLIES
429 FOURTH AVENUEPITTSBURGHPA15219COMMUNITY DEVELOPMENT$50,000
NEW AVENUES TO INDEPENDENCE
17608 EUCLID AVENUECLEVELANDOH44112ASSISTANCE FOR SOCIAL SERVICES$1,500
OLD DOMINION UNIVERSITY
1 OLD DOMINION UNIVERSITYNORFOLKVA23529ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
OMICELO CARES
1435 BEDFORD AVEPITTSBURGHPA15219ASSISTANCE FOR SOCIAL SERVICES$7,500
ONCOLOGY NURSING FOUNDATION
125 ENTERPRISE DRIVEPITTSBURGHPA15275ASSISTANCE FOR SOCIAL SERVICES$2,500
ORANGE ARROW
3945 FORBES AVEPITTSBURGHPA15213ASSISTANCE FOR SOCIAL SERVICES$2,500
PASSAGES
4600 CARNEGIE AVENUECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$3,500
PENNSYLVANIA TROLLEY MUSEUM
1 MUSEUM ROADWASHINGTONPA15301ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
PITTSBURGH COMMUNITY REINVESTMENT GROUP
1901 CENTRE AVENUE SUITE 200PITTSBURGHPA15219COMMUNITY DEVELOPMENT$32,500
PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
PITTSBURGH GATEWAYS CORPORATION
1435 BEDFORD AVEPITTSBURGHPA15219COMMUNITY DEVELOPMENT$30,000
PITTSBURGH HOUSING DEVELOPMENT CORPORATION
412 BOULEVARD OF THE ALLIESPITTSBURGHPA15219COMMUNITY DEVELOPMENT$5,000
PITTSBURGH THEOLOGICAL SEMINARY
616 N HIGHLAND AVEPITTSBURGHPA15206ASSISTANCE FOR EDUCATIONAL PROGRAMS$20,000
PITTSBURGH URBAN MAGNET PROJECT
100 ROSS STREET SUITE 502PITTSBURGHPA15219COMMUNITY DEVELOPMENT$5,000
PLUM BOROUGH SCHOOL DISTRICT
900 ELICKER ROADPLUBPA15239ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
POWER
907 WEST STREET 2ND FLPITTSBURGHPA15221ASSISTANCE FOR SOCIAL SERVICES$3,000
READING IS FUNDAMENTAL PITTSBURGH
10 CHILDRENS WAY SUITE 300PITTSBURGHPA15212ASSISTANCE FOR EDUCATIONAL PROGRAMS$15,000
RIVER ART WORKS
35 S 7TH STYOUNGWOODPA15697SUPPORT FOR ARTS PROGRAMS$10,000
RIVERSIDE CENTER FOR INNOVATION
700 RIVER AVENUE NO 531PITTSBURGHPA15212ASSISTANCE FOR EDUCATIONAL PROGRAMS$10,000
ROLLINBUCKEYEZ FOUNDATION
2119 BRANDYWINE DRIVEEUCLIDOH44143ASSISTANCE FOR SOCIAL SERVICES$2,500
SCRANTON ROAD MINISTRIES CDC
3095 SCRANTON ROADCLEVELANDOH44113COMMUNITY DEVELOPMENT$6,000
SETON YOUTH SHELTER
3396 STONESHORE RDVIRGINIA BEACHVA23452ASSISTANCE FOR SOCIAL SERVICES$20,000
SHEEPDOG COALITION
348 BACK BAY CRESVIRGINIA BEACHVA23456ASSISTANCE FOR SOCIAL SERVICES$1,500
SHOES & CLOTHES FOR KIDS INC
3631 PERKINS AVECLEVELANDOH44114ASSISTANCE FOR SOCIAL SERVICES$1,000
SPANISH AMERICAN COMMITTEE
4407 LORAIN AVENUECLEVELANDOH44113COMMUNITY DEVELOPMENT$5,000
STOREHOUSE FOR TEACHERS DBA THE EDUCATION PARTNERSHIP
281 CORLISS STREETPITTSBURGHPA15220ASSISTANCE FOR EDUCATIONAL PROGRAMS$26,000
STRENGTHENING OUR STUDENTS
2214 MT VERNON BLVDCLEVELANDOH44112ASSISTANCE FOR EDUCATIONAL PROGRAMS$1,000
STRONG WOMEN STRONG GIRLS
1620 MURRAY AVEPITTSBURGHPA15212ASSISTANCE FOR SOCIAL SERVICES$10,000
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL RD SUITE 807889DALLASTX75240ASSISTANCE FOR SOCIAL SERVICES$5,000
THE FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217ASSISTANCE FOR SOCIAL SERVICES$1,800
THE GREENWOOD PLAN
213 SMITHFIELD STPITTSBURGHPA15222COMMUNITY DEVELOPMENT$15,000
THE MISSION CONTINUES
PO BOX 776792CHICAGOIL60677ASSISTANCE FOR SOCIAL SERVICES$3,750
TIDEWATER COMMUNITY COLLEGE
1700 COLLEGE CRESCENTVIRGINIA BEACHVA23453ASSISTANCE FOR EDUCATIONAL PROGRAMS$17,500
TOWARDS EMPLOYMENT
3301 ST CLAIR AVE NECLEVELANDOH44114ASSISTANCE FOR EDUCATIONAL PROGRAMS$3,000
TUBE CITY RENAISSANCE
600 WALNUT STREETMCKEESPORTPA15132COMMUNITY DEVELOPMENT$20,000
UNION MILES DEVELOPMENT CORPORATION
4127 E 131ST STCLEVELANDOH44105COMMUNITY DEVELOPMENT$5,000
UNION RESCUE MISSION OF WESTERN MARYLAND
16 MEMORIAL AVECUMBERLANDMD21502ASSISTANCE FOR SOCIAL SERVICES$10,000
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVENUECLEVELANDOH44115ASSISTANCE FOR SOCIAL SERVICES$48,460
UNITED WAY OF GREATER STARK COUNTY
401 MARKET AVE N SUITE 300CANTONOH44702ASSISTANCE FOR SOCIAL SERVICES$2,215
UNITED WAY OF LAKE COUNTY
9285 PROGRESS PARKWAYMENTOROH44060ASSISTANCE FOR SOCIAL SERVICES$187
UNITED WAY OF MEDINA COUNTY
23 PUBLIC SQUARE SUITE L-1MEDINAOH44256ASSISTANCE FOR SOCIAL SERVICES$410
UNITED WAY OF SOUTH HAMPTON ROADS
2515 WALMER AVENORFOLKVA23513ASSISTANCE FOR SOCIAL SERVICES$7,356
UNITED WAY OF SOUTHWESTERN PA
1250 PENN AVENUEPITTSBURGHPA15222ASSISTANCE FOR SOCIAL SERVICES$120,557
UNITED WAY OF WASHINGTON COUNTY
70 E BEAU ST SUITE 400WASHINGTONPA15301ASSISTANCE FOR SOCIAL SERVICES$528
UNIVERSITY OF NC CHAPEL HILL
450 RIDGE ROAD CB 1400 SUITE 2215CHAPEL HILLNC27599ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500
UNIVERSITY OF PITTSBURGH
139 UNIVERSITY PLACE G-9 THACKERAYPITTSBURGHPA15260ASSISTANCE FOR EDUCATIONAL PROGRAMS$2,500HALL
VAGABOND MISSIONS
PO BOX 53109PITTSBURGHPA15219ASSISTANCE FOR SOCIAL SERVICES$5,000
VARIETY THE CHILDREN'S CHARITY
11279 PERRY HIGHWAY SUITE 512WEXFORDPA15090ASSISTANCE FOR SOCIAL SERVICES$5,000
VETERAN'S HOMEFRONT
PO BOX 2602CHESAPEAKEVA23327ASSISTANCE FOR SOCIAL SERVICES$1,000
VETERANS PLACE
945 WASHINGTON BLVDPITTSBURGHPA15206ASSISTANCE FOR SOCIAL SERVICES$10,000
VILLAGE CAPITAL CORPORATION
11327 SHAKER BOULEVARD SUITE 500WCLEVELANDOH44104COMMUNITY DEVELOPMENT$25,000
VIRGINIA BEACH SPCA
3040 HOLLAND RDVIRGINIA BEACHVA23453ASSISTANCE FOR SOCIAL SERVICES$1,000
VIRGINIA COMMUNITY CAPITAL
7814 CAROUSEL LNHENRICOVA23294COMMUNITY DEVELOPMENT$50,000
VITALANT FOUNDATION
PO BOX 29650PHOENIXAZ85038ASSISTANCE FOR SOCIAL SERVICES$6,000
VOCATIONAL GUIDANCE SERVICES
2235-2239 EAST 55TH STREETCLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$2,000
VOLUNTEERS OF AMERICA
1780 E BROAD STCOLUMBUSOH43203ASSISTANCE FOR SOCIAL SERVICES$10,000
WESTERN MARYLAND FOOD BANK INC
816 FREDERICK STCUMBERLANDMD21502ASSISTANCE FOR SOCIAL SERVICES$10,000
WESTERN PA SEARCH & RESCUE DEVELOPMENT CENTER
1717 PENN AVE STE 4001WILKINSBURGPA15221ASSISTANCE FOR SOCIAL SERVICES$6,200
WESTERN PENNSYLVANIA DIAPER BANK
201 N BRADDOCK AVEPITTSBURGHPA15208ASSISTANCE FOR SOCIAL SERVICES$3,000
WESTERN RESERVE LAND CONSERVENCY
3850 CHAGRIN RIVER ROADMORELAND HILLSOH44022COMMUNITY DEVELOPMENT$2,500
WESTMORELAND COUNTY FOOD BANK
100 DEVONSHIRE DRDELMONTPA15626ASSISTANCE FOR SOCIAL SERVICES$15,000
WISHES CAN HAPPEN
1310 N MAIN STNORTH CANTONOH44720ASSISTANCE FOR SOCIAL SERVICES$5,000
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
3935 WASHINGTON RDCANONSBURGPA15317ASSISTANCE FOR SOCIAL SERVICES$2,500
WPA JUNETEENTH
1106 SUCCESS STREETPITTSBURGHPA15212COMMUNITY DEVELOPMENT$20,000
YMCA OF CUMBERLAND MD
205 BALTIMORE AVECUMBERLANDMD21502ASSISTANCE FOR SOCIAL SERVICES$10,000
YMCA OF GREATER CLEVELAND
4019 PROSPECT AVENUECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$15,000
YOUTH OPPORTUNITIES UNLIMITED
1361 EUCLID AVENUECLEVELANDOH44114ASSISTANCE FOR EDUCATIONAL PROGRAMS$12,000
YWCA OF CLEVELAND OHIO
4019 PROSPECT AVENUECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$5,000
YWCA OF GREATER CLEVELAND
4019 PROSPECT AVENUECLEVELANDOH44103ASSISTANCE FOR SOCIAL SERVICES$5,000
YWCA OF GREATER PITTSBURGH
305 WOOD STPITTSBURGHPA15222ASSISTANCE FOR SOCIAL SERVICES$5,000
YWCA WESTMORELAND COUNTY
424 N MAIN STGREENSBURGPA15601ASSISTANCE FOR SOCIAL SERVICES$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,720,634TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$300,598RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$300,598RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$300,598TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementINTEREST EARNED ON INVESTMENTS USED SOLELY FOR CONTRIBUTION PURPOSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT FEESCategoryTxt
Amt$16,196Amt
Net Investment Income$16,196NetInvestmentIncomeAmt
Adjusted Net Income$16,196AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD PRIMECAP FUNDFMV$1,870,424$3,086,588
VANGUARD MID-CAP INDEX FUNDFMV$987,755$3,392,611
VANGUARD EXPLORER FUNDFMV$2,268,410$2,625,022
VANGUARD SHORT-TERM FED. ADMINFMV$1,166,555$1,082,615
VANGUARD SHORT-TERM INVEST.GR.INST.FMV$5,407,957$5,018,480
VANGUARD INTERNATIONAL GROWTHFMV$330,428$326,338
ODYSSEY PRIME CAP GROWTH FUNDFMV$1,239,159$1,665,889
T. ROWE PRICE MID-CAP GROWTH FUNDFMV$996,717$1,286,502
VANGUARD 500 INDEX FUND ADMFMV$1,618,675$1,468,261

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID TAX$253$643$643
STANDARD CHARITABLE FOUNDATION - STIFEL$3,082,832$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREALIZED GAINSDesc
Amt$1,173,267Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX ON INVESTMENT INCOMECategoryTxt
Amt$49,862Amt
Net Investment Income$49,862NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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