COOPER-SIEGEL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COOPER-SIEGEL FAMILY FOUNDATION (EIN 31-1537177)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-09-08
- IRS object ID
- 202302519349100900
- 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
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-08T11:00:44-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311537177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER E ETAL TTEES C-S FAM FDN-AGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COOP | BusinessNameControlTxt |
| Phone | 4122361103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E DAVID MARGOLIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122361103 | PhoneNum |
| Signature | 2023-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| SSN | 134008324 | SSN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-07-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,660,485 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $655,725 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$55,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,274,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $671,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $151 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $151 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $16,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,651 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,434 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,803,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,803,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,825,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,812,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,154,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,141 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $899,049 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $519,712 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $519,712 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,817,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,045,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,140,773 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,716,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,565,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,660,485 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,716,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,565,525 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,716,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,565,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,716,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,565,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,716,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,154,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,426 | OtherIncreasesAmt |
| Subtotal | $2,565,679 | SubtotalAmt |
| Other Decreases | $154 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,565,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6650.73 BNY MELLON INTERMEDIATE BOND FD CL M | 2019-12-26 | 2022-11-28 | $77,148 | $85,000 | -$7,852 | -$7,852 | |
| 23866.303 BNY MELLON INTERMEDIATE BOND FD CL M | 2019-01-17 | 2022-11-28 | $276,849 | $295,194 | -$18,345 | -$18,345 | |
| 2655.678 BNY MELLON BOND FD CL M | 2019-12-26 | 2022-11-28 | $29,000 | $34,568 | -$5,568 | -$5,568 | |
| 931.678 BNYM MIDCAP INDEX FUND, INC.-I | 2019-12-26 | 2022-11-28 | $29,553 | $30,298 | -$745 | -$745 | |
| 2364.439 BNYM MIDCAP INDEX FUND, INC.-I | 2019-12-26 | 2022-11-28 | $75,000 | $76,883 | -$1,883 | -$1,883 | |
| 4725.898 BNY MELLON BOND MARKET INDEX FUND-I | 2019-12-26 | 2022-11-28 | $42,486 | $50,000 | -$7,514 | -$7,514 | |
| 253.012 BNYM INST SP 500 STCK-I | 2021-12-22 | 2022-11-28 | $16,162 | $19,050 | -$2,888 | -$2,888 | |
| 17.558 BNYM INST SP 500 STCK-I | 2022-08-02 | 2022-11-28 | $1,122 | $1,108 | $14 | $14 | |
| 1639.261 BNYM INST SP 500 STCK-I | 2019-12-26 | 2022-11-28 | $104,716 | $98,882 | $5,834 | $5,834 | |
| 2348.153 BNYM INST SP 500 STCK-I | 2020-01-13 | 2022-11-28 | $150,000 | $152,618 | -$2,618 | -$2,618 | |
| 792.194 BNYM SM CAP STCK INDX-I | 2019-12-26 | 2022-11-28 | $23,092 | $22,633 | $459 | $459 | |
| 1372.213 BNYM SM CAP STCK INDX-I | 2021-01-04 | 2022-11-28 | $40,000 | $39,890 | $110 | $110 | |
| 1710.171 BNY MELLON BOND FD CL M | 2019-12-26 | 2023-04-10 | $19,000 | $22,198 | -$3,198 | -$3,198 | |
| 325.246 BNYM INST SP 500 STCK-I | 2020-01-03 | 2023-04-10 | $18,500 | $19,525 | -$1,025 | -$1,025 | |
| 14903.131 BNY MELLON CORP BOND-M | 2021-12-23 | 2023-04-17 | $174,069 | $200,000 | -$25,931 | -$25,931 | |
| 27472.527 BNY MELLON S/T US GVT SECS FD CL M | 2023-03-22 | 2023-04-17 | $298,901 | $300,000 | -$1,099 | -$1,099 | |
| 17482.517 BNY MELLON S/T US GVT SECS FD CL M | 2021-12-23 | 2023-04-17 | $190,210 | $200,000 | -$9,790 | -$9,790 | |
| 64021.715 BNY MELLON BOND MARKET INDEX FUND-I | 2019-12-26 | 2023-04-17 | $580,677 | $682,000 | -$101,323 | -$101,323 | |
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P | |||||
| CAPITAL GAIN DIVIDENDS | $127,909 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$55,453 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $808 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $808 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,119 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,119 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,311 | OverpaymentAmt |
| Applied To ES Tax | $3,311 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122361103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| E DAVID MARGOLIS | ||||||
| 501 GRANT ST STE 200 | PITTSBURGH | PA | 152194413 | TRUSTEE | 1 | $6,000 |
| ERIC COOPER | ||||||
| 295 FAIRVIEW ROAD | PITTSBURGH | PA | 15238 | CO-TRUSTEE | 0 | $0 |
| NAOMI SIEGEL | ||||||
| 295 FAIRVIEW ROAD | PITTSBURGH | PA | 15238 | CO-TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,367,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $895,252 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,263,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,263,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,214,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,708 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,708 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $808 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $808 | TotalTaxAmt |
| Distributable Before Adj | $159,900 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,400 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,812,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,812,485 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,312,959 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,278,562 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,324,991 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,916,512 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,812,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,650,085 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,566,597 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,312,959 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,253,638 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,278,562 | ExcessFromYear4Amt |
| Excess From Year3 | $1,324,991 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,650,085 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | REBECCA SCHULER FIDUCIARY SPECIALI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BNY MELLON ONE BNY MELLON CENTER | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122349684 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN PSYCHIATRIC ASSOCIATION FDN | ||||||||
| 800 MAINE AVE SW SUITE 900 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ABOLISTIONIST LAW CENTER | ||||||||
| 201 N BRADDOCK AVE | PITTSBURGH | PA | 15208 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN FOUNDATION FOR SUICIDE | ||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $15,000 | PREVENTION |
| BERKSHIRE COMMUNITY LAND TRUST | ||||||||
| PO BOX 276 | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL OPERATING | $35,000 | |
| INTERNATIONAL BIPOLAR FOUNDATION | ||||||||
| 1050 ROSECRANS ST SUITE M | SAN DIEGO | CA | 92106 | NONE | PC | GENERAL OPERATING | $10,000 | |
| LITERACY FOR INCARCERATED TEENS | ||||||||
| 275 9TH STREET BOX 150300 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | ||||||||
| 55 E JACKSON BLVD SUITE 490 | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WILLIAMS COLLEGE | ||||||||
| 880 MAIN ST | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE BAIL PROJECT | ||||||||
| PO BOX 102592 | PASEDENA | CA | 911892592 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER | ||||||||
| 2490 GILES RD | BALTIMORE | MD | 21225 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BALTIMORE HARN REDUCTION COALITION INC | ||||||||
| 116 E 25TH STREET | BALTIMORE | MD | 21218 | NONE | PC | GENERAL OPERATING | $2,000 | |
| YIVO INSTITUTE FOR JEWISH RESEARCH INC | ||||||||
| 15 W 16TH ST 6301 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING | $2,500 | |
| BROOKLINE ARTS CENTER INC | ||||||||
| 86 MONMOUTH ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE LIBRARY FOUNDATION INC | ||||||||
| 361 WASHINGTON ST | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING | $5,000 | |
| KINGITI SCHOOL SCHOLARSHIP AND VILLAGE | ||||||||
| 371 LINCOLN RD | BROOKLYN | NY | 112254392 | NONE | PC | GENERAL OPERATING | $5,000 | HEALTH OUTREACH FUND INC |
| PINE STREET INN INC | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CITY YEAR INC | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NATIONAL BRAIN TUMOR SOCIETY INC | ||||||||
| 55 CHAPEL ST | NEWTON | MA | 02458 | NONE | PC | GENERAL OPERATING | $5,000 | |
| SCIENCE WITH A MISSION INC | ||||||||
| 602 MASSAPOAG AVE | SHARON | MA | 02067 | NONE | PC | GENERAL OPERATING | $7,500 | |
| CHILDRENS ONCOLOGY SERVICES OF MASS INC | ||||||||
| 229 KENT ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE FOOD PANTRY INC | ||||||||
| 210 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE COMMUNITY FOUNDATION INC | ||||||||
| 40 WEBSTER PL | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 1 MONTGOMERY ST SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NACDL FOUNDATION FOR CRIMINAL JUSTICE | ||||||||
| 1660 L ST NW 12TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REFUGEE AND IMMIGRANT CENTER FOR | ||||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | NONE | PC | GENERAL OPERATING | $10,000 | EDUCATION AND LEGAL SERVICES |
| NAMI INC | ||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING | $10,000 | |
| COALITION FOR THE HOMELESS INC | ||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE NATIONAL ALLIANCE TO END | ||||||||
| 1518 K ST NW 2ND FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $10,000 | HOMELESSNESS |
| ASPINWALL MEALS ON WHEELS | ||||||||
| 450 WALNUT ST | BLAWNOX | PA | 15238 | NONE | PC | GENERAL OPERATING | $5,000 | |
| COMMUNITY CENTER ASSOCIATION FOR LAURI | ||||||||
| 1220 POWERS RUN ROAD | PITTSBURGH | PA | 15238 | NONE | PC | GENERAL OPERATING | $5,000 | ANN WEST COMMUNITY CENTER |
| READING READY PITTSBURGH | ||||||||
| 1705 MAPLE ST | HOMESTEAD | PA | 15120 | NONE | PC | GENERAL OPERATING | $10,000 | |
| TAARIFA READERS AND STORYTELLERS | ||||||||
| 632 CHESTER AVE | PITTSBURGH | PA | 15214 | NONE | PC | GENERAL OPERATING | $39,000 | |
| WQED MULTIMEDIA | ||||||||
| 4802 5TH AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WOMEN'S CENTER AND SHELTER OF | ||||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WILLIAM J BRENNAN JR CENTER FOR | ||||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $100,000 | |
| WEST POINT JEWISH CHAPEL FUND | ||||||||
| 750 MERRITT RD | WEST POINT | NY | 10996 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UNITED STATES COAST GUARD ALUMNI | ||||||||
| 47 MOHEGAN AVE | NEW LONDON | CT | 063208111 | NONE | PC | GENERAL OPERATING | $1,000 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 700 BLAW AVE | PITTSBURGH | PA | 15238 | NONE | PC | GENERAL OPERATING | $7,500 | |
| THE OPEN DOOR INC | ||||||||
| 5126 PENN AVENUE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PITTSBURGH YOUTH LEADERSHIP | ||||||||
| 1034 FIFTH AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PITTSBURGH COMMUNITY BROADCASTING CORP | ||||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL OPERATING | $20,000 | |
| PERSAD CENTER INC | ||||||||
| 5301 BUTLER ST 100 | PITTSBURGH | PA | 15201 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MAINSTAY LIFE SERVICES | ||||||||
| 200 ROESSLER ROAD | PITTSBURGH | PA | 15220 | NONE | PC | GENERAL OPERATING | $7,500 | |
| JEWISH CHAPEL TITHES AND OFFERINGS FUND | ||||||||
| 650 SMITHFIEDL STREET | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 200363278 | NONE | PC | GENERAL OPERATING | $10,000 | |
| HILLEL JEWISH UNIVERSITY CENTER | ||||||||
| 4607 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GREATER PITTSBURGH LITERACY COUNCIL | ||||||||
| 411 SEVENTH AVE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FRIENDS OF THE JEWISH CHAPEL INC | ||||||||
| 326 FIRST STREET | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $30,000 | |
| FILM PITTSBURGH | ||||||||
| 1789 S BRADDOCK AVENUE | PITTSBURGH | PA | 15218 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DREAMS OF HOPE | ||||||||
| PO BOX 4912 | PITTSBURGH | PA | 152060912 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DOMESTIC VIOLENCE LEGAL EMPOWERMENT AND | ||||||||
| 650 20TH STREET NW | WASHINGTON | DC | 20052 | NONE | PC | GENERAL OPERATING | $30,000 | |
| CIVIC LIGHT OPERA ASSOCIATION | ||||||||
| 719 LIBERTY AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CITY THEATRE COMPANY INC | ||||||||
| 1300 BINGHAM STREET | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CHILDREN'S INSTITUTE OF PITTSBURGH | ||||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 152171350 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CASA OF ALLEGHENY COUNTY | ||||||||
| 564 FORBES AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CARNEGIE LIBRARY OF HOMSTEAD | ||||||||
| 510 EAST 10TH AVENUE | MUNHALL | PA | 15120 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ASPINWALL RIVERFRONT PARK INC | ||||||||
| 285 RIVER AVENUE | ASPINWALL | PA | 15215 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN CIVIL LIBERTIES FOUNDATION | ||||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL OPERATING | $50,000 | |
| ALLIES FOR HEALTH AND WELLBEING | ||||||||
| 5913 PENN AVE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TRANSGENDER LEGAL DEFENCE AND EDUCTION | ||||||||
| 20 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE WILLIAMSBURG SYMPHONY ORCHESTRA | ||||||||
| PO BOX 400 | WILLIAMSBURG | VA | 23187 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL ROAD | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL OPERATING | $350,000 | |
| PLANNED PARENT HOOD OF WESTERN | ||||||||
| 933 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $75,000 | |
| NEW YORK TIMES NEEDIEST CASES FUND | ||||||||
| PO BOX 5193 | NEW YORK | NY | 10087 | NONE | PC | GENERAL OPERATING | $50,000 | |
| LAMBDA LEGAL DEFENSE AND EDUCATION | ||||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 100053919 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JUVENILE DIABETES RESEARCH | ||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING | $100,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $215,000 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FDN | ||||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL OPERATING | $165,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,803,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$55,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,939 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,939 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ERIC C COOPER 2010 CLAT | ||||||
| 1 | C/O VANGUARD NATIONAL TRUST COMPANY | VALLEY FORGE | PA | 194820709 | $537,725 | Yes (X) |
| NAOMI W SIEGEL 2011 CLAT | ||||||
| 2 | C/O VANGUARD NATIONAL TRUST COMPANY | VALLEY FORGE | PA | 194820709 | $118,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05589K863 BNYM INST SP 500 STC | AT COST | $815,309 | $946,279 |
| 05569M814 BNY MELLON INTERMEDI | |||
| 05589K855 BNY MELLON BOND MARK | |||
| 05569M830 BNY MELLON BOND FD C | AT COST | $11,344 | $9,718 |
| 05588M100 BNYM MIDCAP INDEX FU | AT COST | $155,701 | $130,429 |
| 09661L104 BNYM SM CAP STCK IND | AT COST | $110,110 | $93,897 |
| 05569M780 BNY MELLON S/T US GV | |||
| 05569M368 BNY MELLON CORP BOND | |||
| 78464A763 SPDR SER TR | AT COST | $101,461 | $104,975 |
| 912796XQ7 TREASURY BILL | AT COST | $150,199 | $150,478 |
| 912796ZY8 U S TREASURY BILL | AT COST | $150,392 | $150,811 |
| 912797FA0 US TREASURY BILL | AT COST | $150,328 | $150,606 |
| 912797LL9 U S TREASURY BILL | AT COST | $150,203 | $150,466 |
| 91282CCL3 UNITED STATESTBOND | AT COST | $149,970 | $150,223 |
| 464287168 ISHARES DJ SELECT DI | AT COST | $100,796 | $102,891 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-ALLOCABLE LEGAL FEES | CategoryTxt |
| Legal Fees | $151 | LegalFeesAmt |
| Disbursements Charitable Prps | $151 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PURCHASE OF ACCRUED INTEREST CARRYOVER | $152 |
| ROUNDING | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $926 |
| GRANT RECOVERIES | $2,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $16,084 | Amt |
| Net Investment Income | $9,651 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,434 | DisbursementsCharitablePrpsAmt |
Comments