MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION (EIN 25-6407379)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-26
- IRS object ID
- 202302699349101020
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-26T15:34:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 256407379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYLES D & J FAYE SAMPSON FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATIONC/O INTENTIONAL PHILANTHROPHY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYLE | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTY S RODRIGUEZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2023-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTY | PersonFirstNm |
| Person Last | RODRIGUEZ | 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 | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-09-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $29,567,271 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,852 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,273 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,273 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $446,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$280,953 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,922,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,688 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,688 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $202,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $584 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $584 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $263,852 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,952 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $182,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,143 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,143 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $220,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,498,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,498,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,809,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,718,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,607,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $368,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $912,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $705,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $705,891 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $298,090 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $299,937 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $223,606 | CorporateStockBOYAmt |
| Corporate Stock EOY | $233,520 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $288,495 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,736,654 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,028,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,947,948 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $325,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $325,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $325,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,198,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,590,998 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,567,271 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,198,119 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,590,998 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,198,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,590,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,198,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,590,998 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,198,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,607,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,590,998 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,590,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $5,716,780 | $6,203,437 | -$486,657 | -$486,657 |
| CAPITAL GAINS DIVIDENDS | P | $205,704 | $205,704 | $205,704 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$280,953 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,537 | 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 | $12,537 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,409 | OverpaymentAmt |
| Applied To ES Tax | $7,409 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THESAMPSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTY S RODRIGUEZ | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | PRESIDENT/LEAD TRUSTEE | 5.00 | $6,150 | $0 | $0 |
| KATHERINE S MCBRIDE | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| J FAYE SAMPSON | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | ADMIN, MGMT, AND CONSULTING | $158,400 |
| SYNTRINSIC INVESTMENT COUNSEL | |||||
| 1899 WYNKOOP STREET - SUITE 315 | DENVER | CO | 80202 | INVESTMENT MANAGEMENT | $80,939 |
| 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 | $31,333,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $580,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,914,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,914,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,435,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,571,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,571,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,128 | TotalTaxAmt |
| Distributable Before Adj | $1,566,637 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,566,637 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,566,637 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,718,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,718,944 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,566,637 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $726,432 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,718,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $726,432 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $992,512 | 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 | $574,125 | 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 | J FAYE SAMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLACE TO BE | |||||||
| 8 NORTH JAY STREET | MIDDLEBURG | VA | 20117 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ALLIES FOR HEALTH & WELLBEING | |||||||
| 5913 PENN AVENUE | PITTSBURGH | PA | 15206 | PC | GENERAL OPERATING | $5,000 | |
| AMBOY URBAN COLLECTIVE LLC | |||||||
| 327 BARNES STREET | PITTSBURGH | PA | 15221 | NC | STAFFING COSTS, ADMINISTRATIVE, EQUIPMENT, MARKETING, AND ADVERTISING | $25,000 | |
| AMERICAN IMMIGRATION COUNCIL | |||||||
| 1331 G STREET SUITE 200 | WASHINGTON | DC | 20005 | PC | IMMIGRATION JUSTICE CAMPAIGN | $20,000 | |
| BE WILD & FREE FARM VILLAGE VIA HISTORYTELLERS PRODUCTIONS INC | |||||||
| 817 OLD CUTLER RD | VIRGINIA BEACH | VA | 234546027 | PC | BE WILD AND FREE FARM | $1,000 | |
| BEWILDER FARM | |||||||
| 1415 CENTER STREET | PITTSBURGH | PA | 15221 | NC | WASH/PACK FACTILITY | $2,000 | |
| BEEBOY HONEY | |||||||
| 4317 BRISTOL STREET | PITTSBURGH | PA | 15207 | NC | EQUIPMENT | $2,000 | |
| BIBLE CENTER CHURCH INC | |||||||
| 7238 FLEURY WAY | PITTSBURGH | PA | 15208 | PC | OASIS FARM & FISHERY | $1,000 | |
| BLACK HILLS SKI FOR LIGHT | |||||||
| PO BOX 3707 | RAPID CITY | SD | 57709 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST SUITE 2 | LEWISBURG | PA | 17837 | PC | JDH OUTDOOR ED & LEADERSHIP FUND | $20,000 | |
| CENTER FOR COALFIELD JUSTICE | |||||||
| PO BOX 4023 | WASHINGTON | PA | 15301 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| CENTER FOR MIND BODY MEDICINE | |||||||
| 5225 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20015 | PC | GENERAL SUPPORT FOR STRATEGIC GROWTH | $60,000 | 415 |
| CENTRAL CATHOLIC HIGH SCHOOL INC | |||||||
| 4720 5TH AVE | PITTSBURGH | PA | 152132916 | PC | CHARLES HORNE MEMORIAL SCHOLARSHIP FUND | $5,000 | |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE | WASHINGTON | DC | 20005 | PC | 2022 BLUE HOPE BASH MATCH | $10,000 | |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMUNITY FOUNDATION OF GREATER JOHNSTOWN | |||||||
| 216 FRANKLIN STREET SUITE 400 | JOHNSTOWN | PA | 15901 | PC | PITTSBURGH FOOD POLICY COUNCIL | $25,000 | |
| COMMUNITY KITCHEN PITTSBURGH | |||||||
| 107 FLOWERS AVE | PITTSBURGH | PA | 15207 | PC | BUILDING COMMUNITY THROUGH FOOD | $75,000 | |
| DOG TAG BAKERY INC | |||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| EAST COAST BOXER RESCUE | |||||||
| 2764 PLEASANT ROAD SUITE A | FORT MILL | SC | 29708 | PC | GIDGET'S MEDICAL | $500 | |
| EAST COAST BOXER RESCUE | |||||||
| 2764 PLEASANT ROAD SUITE A | FORT MILL | SC | 29708 | PC | GENERAL OPERATING SUPPORT | $500 | |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I STREET NW STE 1000 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | PC | DOCUMENTING HOPE | $15,000 | |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | PC | MARKETING/PUBLIC OUTREACH | $10,000 | |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | PC | HEALING TOGETHER COMMUNITY | $50,000 | |
| FAIR SHAKE ENVIRONMENTAL LEGAL SERVICE | |||||||
| 5614 ELGIN STREET | PITTSBURGH | PA | 15206 | PC | PART-TIME DEVELOPMENT DIRECTOR POSITION | $35,000 | |
| FAMILY HOUSE | |||||||
| 5001 BAUM BLVD SUITE 545 | PITTSBURGH | PA | 15213 | PC | GENERAL OPERATING | $3,000 | |
| FAMILY HOUSE | |||||||
| 5001 BAUM BLVD SUITE 545 | PITTSBURGH | PA | 15213 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FARMER GIRL EB | |||||||
| 1 NOBLESTOWN RD | PITTSBURGH | PA | 15220 | NC | CAPACITY BUILDING/STAFFING SUPPORT | $10,000 | |
| FRACTRACKER ALLIANCE | |||||||
| 216 FRANKLIN ST STE 400 | JOHNSTOWN | PA | 15901 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GIVE BACK YOGA FOUNDATION | |||||||
| 900 BASELINE ROAD COTTAGE 13B | BOULDER | CO | 803027547 | PC | MINDFUL YOGA THERAPY | $30,000 | |
| GIVE BACK YOGA FOUNDATION | |||||||
| 900 BASELINE ROAD COTTAGE 13B | BOULDER | CO | 803027547 | PC | EAT BREATHE THRIVE | $70,000 | |
| GROW PITTSBURGH | |||||||
| 6587 HAMILTON AVENUE 2 W | PITTSBURGH | PA | 15206 | PC | SCHOOL GARDEN SUPPORT | $75,000 | |
| HILL DISTRICT CONSENSUS GROUP | |||||||
| 1835 CENTRE AVE C/O HILL HOUSE | PITTSBURGH | PA | 15219 | PC | BLACK URBAN GARDENERS AND FARMERS OF PITTSBURGH | $1,000 | CENTER |
| HILL DISTRICT CONSENSUS GROUP | |||||||
| 1835 CENTRE AVE C/O HILL HOUSE | PITTSBURGH | PA | 15219 | PC | BUGS - OPERATING AND CO-OP SEED FUNDING | $60,000 | CENTER |
| INNERSCIENCE RESEARCH FUND | |||||||
| 15120 RAINIER VIEW DR SE | YELM | WA | 98597 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LIBERAL DEMOCRACY AND EGALITARIANISM OF SOMALIA | |||||||
| 382 MOUNT PLEASANT RD | PITTSBURGH | PA | 15214 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MAMATOTO VILLAGE INC | |||||||
| 4315 SHERIFF RD NE | WASHINGTON | DC | 20019 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| MCKEES ROCKS COMMUNITY DEVELOPMENT CORPORATION | |||||||
| PO BOX 808 701 YUNKER STREET | MCKEES ROCKS | PA | 15136 | PC | THE BLACKTEABROWNSUGA NETWORK | $1,000 | |
| METROPOLITAN INTERNATIONAL CENTER ACADEMY PARENT TEACHER ORG CO | |||||||
| 1911 NE MIAMI COURT | MIAMI | FL | 33132 | PC | SCHOLARSHIPS | $5,000 | |
| MWANAKUCHE COMMUNITY FARM | |||||||
| MT PLEASANT RD | PITTSBURGH | PA | 15214 | PC | JULY SITE VISIT STIPEND | $1,000 | |
| MWANAKUCHE COMMUNITY FARM | |||||||
| MT PLEASANT RD | PITTSBURGH | PA | 15214 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| MYSTIC MAMAS | |||||||
| 958 MANTON WAY | PITTSBURGH | PA | 15210 | PC | COMMUNITY WORKSHOPS | $20,000 | |
| NEW SUN RISING | |||||||
| PO BOX 58005 | MILLVALE | PA | 15209 | PC | INVOLVEMINT | $1,000 | |
| OPEN DOOR PRESBYTERIAN CHURCH | |||||||
| 801 N NEGLEY AVE | PITTSBURGH | PA | 15206 | PC | GARFIELD COMMUNITY FARM | $15,000 | |
| OPERATION BETTER BLOCK | |||||||
| 801 N HOMEWOOD AVE | PITTSBURGH | PA | 15208 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| OUT OF THE END | |||||||
| 3142 ASHLYN ST | PITTSBURGH | PA | 15204 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| OUT OF THE END | |||||||
| 3143 ASHLYN ST | PITTSBURGH | PA | 15204 | PC | LAND, HOOP HOUSE AND FENCE | $26,000 | |
| PITTSBURGH GREEN INNOVATORS | |||||||
| 1435 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | PC | EAT INITIATIVE | $10,000 | |
| PITTSBURGH GREEN INNOVATORS | |||||||
| 1435 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | PC | FOOD SECURE CITY HEALTHY FOOD EDUCATION | $30,000 | |
| PITTSBURGH PUBLIC THEATER CORP | |||||||
| 621 PENN AVE | PITTSBURGH | PA | 15222 | PC | GENERAL OPERATING | $5,000 | |
| PITTSBURGH STRUGGLING STUDENT ASSOCIATION | |||||||
| 1320 LIVERPOOL ST | PITTSBURGH | PA | 15233 | PC | COMPLETION OF CONSTRUCTION OF GREEN GROCER AND PREPARATION FOR GRAND OPENING | $35,000 | |
| PROJECT BIOME | |||||||
| 237 A ST PMB 51154 | SAN DIEGO | CA | 92101 | PC | FARMER'S FOOTPRINT | $10,000 | |
| PROJECT LOVE COALITION | |||||||
| 606 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | PROPERTY ACQUISITON | $25,000 | |
| REAL FOOD FOR KIDS | |||||||
| PO BOX 50002 | ARLINGTON | VA | 22205 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| SANKOFA VILLAGE COMMUNITY GARDEN | |||||||
| 1435 BEDFORD AVE 1ST FLOOR ROOM 140 | PITTSBURGH | PA | 15219 | PC | PEALI COMMITTEE PARTICIPATION | $1,500 | 501 BRUSHTON AVENUE AND SUSQUEHANNA |
| SANKOFA VILLAGE COMMUNITY GARDEN | |||||||
| 1435 BEDFORD AVE 1ST FLOOR ROOM 140 | PITTSBURGH | PA | 15219 | PC | FOOD AND LEADERSHIP FELLOWSHIP | $50,000 | 501 BRUSHTON AVENUE AND SUSQUEHANNA |
| SANKOFA VILLAGE COMMUNITY GARDEN | |||||||
| 2639 PERRYSVILLE AVE APT 1101 | PITTSBURGH | PA | 15214 | PC | COVER SHELTER AND HOMEWOOD MARKET | $31,000 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | PC | PENNSYLVANIA 100% CLEAN ENERGY | $35,000 | |
| THE BLOOMFIELD-GARFIELD CORPORATION | |||||||
| 113 N PACIFIC AVE | PITTSBURGH | PA | 15224 | PC | KINCAID ST COMMUNITY GARDEN | $25,000 | |
| THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH | |||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | SUPPORT GROUPS FOR WELLNESS | $15,000 | |
| THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH | |||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | ACHIEVING DIVERSITY THROUGH HR SUPPORT | $15,000 | |
| THE PITTSBURGH CONTINGENCY INC | |||||||
| 1716 NEVADA ST | PITTSBURGH | PA | 15218 | PC | FEED THE FOOD | $25,000 | |
| TURNING POINTE SURVIVOR ADVOCACY CENTER | |||||||
| 210 PACIFIC CT | SHELTON | WA | 98584 | PC | COMMUNAL KITCHEN REDESIGN AND REMODEL | $50,000 | |
| TWENTY-FIVE CLUB | |||||||
| 3339 WARD STREET PITTSBURGH | PITTSBURGH | PA | 15213 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| TWENTY-FIVE CLUB | |||||||
| 3339 WARD STREET PITTSBURGH | PITTSBURGH | PA | 15213 | PC | 2022 FALL LUNCHEON | $12,500 | |
| UNIVERSITY OF ARIZONA FOUNDATION FOR THE BENEFIT OF AZCIM | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 857210109 | PC | CLINICAL MENTORSHIP FOR PEDIATRICIANS | $50,000 | |
| UPMC CANCER CENTER | |||||||
| 128 NORTH CRAIG STREET 133 PARK | PITTSBURGH | PA | 15260 | PC | GENERAL OPERATING SUPPORT OF THE HCC WIOP | $35,000 | PLAZA |
| VENICE PRESBYTERIAN CHURCH | |||||||
| 825 THE RIALTO | VENICE | FL | 34285 | PC | MUSIC MINISTRY | $5,000 | |
| WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVE NW PMB 106-380 | WASHINGTON | DC | 200162143 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YMCA OF GREATER PITTSBURGH | |||||||
| FOSTER PLAZA 10 680 ANDERSEN DRIVE | PITTSBURGH | PA | 15220 | PC | SAMPSON FAMILY YMCA GENERAL OPERATING SUPPORT | $45,000 | SUITE 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,498,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IROQUOIS VALLEY FARMS PRI INTEREST | Desc |
| Related Or Exempt Function Incm | $1,688 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,273 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$280,953 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,688 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,923 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | INTEREST EARNED ON PRI LOAN TO FARMERS TRYING TO CONVERT FARMLAND TO ORGANIC | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMPSON MORRIS GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ELDO ROAD SUITE 1 | AddressLine1Txt |
| City | MONROEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,852 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMBOY URBAN COLLECTIVE LLC | |||||||||
| 327 BARNES STREET | PITTSBURGH | PA | 15221 | 2022-03-16 | $25,000 | STAFFING COSTS, ADMINISTRATIVE, EQUIPMENT, MARKETING, AND ADVERTISING | $25,000 | NO | 1/23/2023 |
| BEWILDER FARM | |||||||||
| 1415 CENTER STREET | PITTSBURGH | PA | 15221 | 2022-03-16 | $2,000 | WASH/PACK FACTILITY | $2,000 | NO | 2/20/2023 |
| BEEBOY HONEY | |||||||||
| 4317 BRISTOL STREET | PITTSBURGH | PA | 15207 | 2022-03-23 | $2,000 | EQUIPMENT | $2,000 | NO | 2/21/2023 |
| FARMER GIRL EB | |||||||||
| 1 NOBLESTOWN RD | PITTSBURGH | PA | 15220 | 2022-04-06 | $10,000 | CAPACITY BUILDING/STAFFING SUPPORT | $10,000 | NO | 8/31/2023 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 8,440.434 SH OF S&T BANCORP STOCK | StockNm |
| EOY Book Value | $233,520 | EOYBookValueAmt |
| EOYFMV | $288,495 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $298,090 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $299,937 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 86,296.1520 SH OF ALGER DYNAMIC OPPORTUNITIES FUND CLASS Z | AT COST | $1,818,122 | $1,464,446 |
| 92,064.0400 SH OF CALVERT SHORT DURATION INCOME FUND | AT COST | $1,474,839 | $1,395,691 |
| 43,429.3310 SH OF CALVERT U.S. MID CAP CORE RESPONSIBLE INDEX FUND CLASS I | AT COST | $1,663,008 | $1,423,179 |
| 65,580.5180 SH OF CALVERT EMERGING MARKETS EQUITY FUND CLASS I | AT COST | $1,143,556 | $1,030,270 |
| 212,640.0330 SH OF CCM COMMUNITY IMPACT BOND FUND INSTITUTIONAL CLASS | AT COST | $2,254,027 | $1,979,679 |
| 54,476.6330 SH OF GATEWAY FUND CLASS Y | AT COST | $1,775,263 | $1,936,100 |
| 88,981.6670 SH OF HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | AT COST | $1,928,023 | $2,083,951 |
| 152,584.2720 SH OF LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO | AT COST | $2,143,119 | $2,047,681 |
| 44,361.2970 SH OF PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS | AT COST | $1,927,431 | $2,086,312 |
| 78,888.0720 SH OF IMPAX GLOBAL ENVIRONMENTAL MARKETS FUND INST CLASS | AT COST | $1,302,217 | $1,544,628 |
| 457,824.5420 SH OF TIAA-CREF CORE IMPACT BOND INSTITUTINAL CLASS | AT COST | $4,951,761 | $4,042,591 |
| 94,275.0000 SH OF ISHARES TR MSCI KLD 400 SOCIAL | AT COST | $5,522,131 | $6,768,002 |
| IROQUOIS VALLEY FARMLAND REIT | AT COST | $125,000 | $145,418 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - REINVESTMENT FUND | $250,000 | $250,000 | $250,000 |
| PROGRAM RELATED INVESTMENT - IROQUOIS VALLEY FARMS, LLC | $75,000 | $75,000 | $75,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $190 | $0 | $190 |
| PAYROLL SERVICE FEE | $807 | $0 | $807 |
| DUES AND SUBSCRIPTIONS | $1,420 | $0 | $1,420 |
| OFFICE SUPPLIES | $5,000 | $0 | $5,000 |
| INSURANCE | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IROQUOIS VALLEY FARMS PRI INTEREST | Desc |
| Revenue And Expenses Per Books | $1,688 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,688 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC - FOUNDATION MANAGEMENT | $158,400 | $0 | $158,400 |
| S&T BANCORP, INC. - INVESTMENT MANAGEMENT FEES | $13 | $13 | $0 |
| SYNTRINSIC - INVESTMENT MANAGEMENT FEES | $80,939 | $80,939 | $0 |
| GRANT-MAKING ADVISORY COMMITTEE | $24,500 | $0 | $24,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |