MCKAMISH FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MCKAMISH FAMILY FOUNDATION (EIN 27-5137609)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349104458
- 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
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:21:29-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 275137609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCKAMISH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCKA | BusinessNameControlTxt |
| Phone | 4127816262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA MCKAMISH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4127816262 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELISSA | PersonFirstNm |
| Person Last | MCKAMISH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELENA FAURIE | PreparerPersonNm |
| PTIN | P01684710 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,043,718 | 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 | $16,455 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $323,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $319,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $265,368 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $265,368 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$364 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $605,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,546 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $67,931 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,931 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,752 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $853,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $853,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $954,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $853,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$349,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $513,972 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $468,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $319,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $319,333 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,854,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,654,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,724,385 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,322,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,973,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,043,718 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,322,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,973,898 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,322,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,973,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,322,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,973,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,322,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$349,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $382 | OtherIncreasesAmt |
| Subtotal | $9,973,898 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,973,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2022-12-31 | $129,463 | $91,548 | $37,915 | $37,915 |
| PUBLICLY TRADED SECURITIES | P | 2022-12-31 | $506,405 | $487,357 | $19,048 | $19,048 |
| CAPITAL GAINS DIVIDENDS | P | $208,405 | $208,405 | $208,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $265,368 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $332 | EsPenaltyAmt |
| Tax Due | $476 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH D OSBORN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127816262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH D OSBORN | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS R MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | ASST. TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | ASST. TREASURER & DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIA MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MELISSA MCKAMISH | ||||||||
| 50 55TH STREET | PITTSBURGH | PA | 15201 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,812,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $310,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,123,716 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,123,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $196,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,926,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $646,343 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $646,343 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,144 | TotalTaxAmt |
| Distributable Before Adj | $639,199 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $639,199 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $639,199 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $853,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $853,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $639,199 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,873 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $146,672 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $218,240 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,699 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $373,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $950,605 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $853,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,164,406 | 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 | $70,873 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,093,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,672 | ExcessFromYear4Amt |
| Excess From Year3 | $218,240 | ExcessFromYear3Amt |
| Excess From Year2 | $141,699 | ExcessFromYear2Amt |
| Excess From Year1 | $373,121 | ExcessFromYear1Amt |
| Excess From Current Year | $213,801 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLISON PARK CHURCH | |||||||
| 2326 DUNCAN AVENUE | ALLISON PARK | PA | 15101 | N/A | PC | GENERAL SUPPORT | $2,500 |
| ARIZONA MINISTRY NETWORK | |||||||
| 2601 E THOMAS ROAD SUITE 210 | PHOENIX | AZ | 85016 | N/A | PC | GENERAL SUPPORT | $3,000 |
| CARING HEARTS MINISTRY | |||||||
| 5324 PENN AVE | PITTSBURGH | PA | 15224 | N/A | PC | GENERAL SUPPORT | $100,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH | |||||||
| 212 NINTH STREET | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHILDREN'S HOSPITAL CHILD LIFE SPECIALIST | |||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 15224 | N/A | PC | GENERAL SUPPORT | $75,000 |
| CHOICES PREGNANCY SERVICES | |||||||
| 626 FIFTH AVENUE | CORAOPOLIS | PA | 15108 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CHRISTIAN COUNSELORS COLLABORATIVE | |||||||
| 801 UNION PL | PITTSBURGH | PA | 15212 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CONVOY OF HOPE | |||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CONVOY OF HOPE DISASTER RELIEF | |||||||
| 330 S PATTERSON AVE | SPRINGFIELD | MO | 65802 | N/A | PC | GENERAL SUPPORT | $5,000 |
| CORNERSTONE TV | |||||||
| 1 SIGNAL HILL DRIVE | WALL | PA | 15148 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CROSSPOINTE CHURCH | |||||||
| 2581 FREEPORT RD | PITTSBURGH | PA | 15238 | N/A | PC | GENERAL SUPPORT | $8,000 |
| FAMILY GUIDANCE | |||||||
| 913 WESTERN AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $10,000 |
| FOOD FOR THE HUNGRY | |||||||
| 1224 E WASHINGTON ST | PHOENIX | AZ | 85034 | N/A | PC | GENERAL SUPPORT | $5,000 |
| FOX FAMILIES CARE | |||||||
| 401 WINDMERE DR | PITTSBURGH | PA | 15238 | N/A | PC | GENERAL SUPPORT | $2,500 |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | PC | GENERAL SUPPORT | $10,000 |
| JDRF | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | GENERAL SUPPORT | $10,000 |
| LIGHT OF LIFE MINISTRIES INC | |||||||
| 913 WESTERN AVE | PITTSBURGH | PA | 15233 | N/A | PC | GENERAL SUPPORT | $12,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $50,000 |
| PRISM | |||||||
| 4001 FIFTH AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL SUPPORT | $2,000 |
| ST ANTHONY'S | |||||||
| 2000 CORPORATE DRIVE STE 580 | PITTSBURGH | PA | 15090 | N/A | PC | GENERAL SUPPORT | $75,000 |
| THE NETWORK OF HOPE INC | |||||||
| 2326 DUNCAN AVENUE | ALLISON PARK | PA | 15101 | N/A | PC | GENERAL SUPPORT | $3,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | N/A | PC | GENERAL SUPPORT | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $853,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $323,415 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $265,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $588,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $588,783 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | MCKAMISH INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 55TH STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,455 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4,549.8767 SHS W P CAREY INC COM | AT COST | $264,236 | $355,573 |
| 37,128.9410 SHS CPG CARLYLE FUND | AT COST | $499,661 | $587,636 |
| 29,696.7640 SHS AMER FUNDS AMCAP | AT COST | $773,235 | $905,751 |
| 16,562.5100 SHS AMERICAN FUNDAMENTAL | AT COST | $819,460 | $997,229 |
| 4,370.5190 SHS AMERICAN NEW WORLD FUND | AT COST | $225,670 | $289,416 |
| 19,324.7290 SHS AMERICAN CAPITAL WORLD | AT COST | $761,869 | $995,224 |
| 1,078.4080 SHS BARON PARTNERS FUND CL | AT COST | $40,862 | $124,934 |
| 9,538.971 SHS BARON GROWTH FD CL INST | AT COST | $515,145 | $853,642 |
| 12,329.5750 SHS DAVIS GLOBAL FUND | AT COST | $229,002 | $266,565 |
| 5,223.5590SHS DAVIS FINANCIAL FUND | AT COST | $238,998 | $258,880 |
| 84,581.7030 SHS FIDELITY ADVISOR TOTAL | AT COST | $918,930 | $788,301 |
| 4,617.5280 SHS FIRST EAGLE | AT COST | $249,262 | $269,110 |
| 17,852.7970 SHS LOOMIS SAYLES STRATEGIC | AT COST | $283,494 | $207,628 |
| 452.6820 SHS PMF TEI FUND | AT COST | $45,268 | $58,170 |
| 202,770.3374 SHS PARTNERS GROUP PRIVATE | AT COST | $734,197 | $1,558,249 |
| 5,360.960 SHS AMERICAN FUNDS WASHINGTON | AT COST | $261,175 | $278,296 |
| 4,384.5510 SHS AMERICAN CAPITAL INCOME | AT COST | $269,130 | $275,876 |
| 5,337 SHS AMER FUNDS NEW | AT COST | $174,312 | $251,319 |
| 1,200 SHS BERKSHIRE HATHAWAY INC. | AT COST | $250,466 | $370,680 |
| 1,453.0908 SHS ISHARES CORE S&P SMALL | AT COST | $165,626 | $137,521 |
| 6,450.4740 SHS ISHS MSCI INTL QUALITY | AT COST | $254,205 | $208,931 |
| 2,767.7921 SHS SCHWAB US DIVIDEND | AT COST | $213,542 | $209,079 |
| 3,590.2602 SHS SCHWAB US TIPS ETF | AT COST | $222,152 | $185,940 |
| 821.7592 SHS VANGUARD S&P 500 GROWTH | AT COST | $204,561 | $173,342 |
| 21,496.0120 SHS JANUS HENDERSON MULTI-SE | AT COST | $215,954 | $179,062 |
| 5,293.4 SHS AMANA GROWTH INVESTOR | AT COST | $110,911 | $302,835 |
| 2,936.06 SHS BARON GLOBAL ADVANTAGE | AT COST | $72,116 | $73,636 |
| 4,807.3390 SHS GUGGENHEIM RISK MANAGED | AT COST | $180,080 | $141,865 |
| 4,939.7740 SHS JANUS HENDERSON BALANCED | AT COST | $214,861 | $185,884 |
| 9,516.1290 SHS JP MORGAN HEDGED EQUITY | AT COST | $246,185 | $233,811 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PMF TEI FUND | Desc |
| Net Investment Income | -$364 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $382 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $67,931 | Amt |
| Net Investment Income | $67,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ESTIMATE PAYMENT | $31,109 | $0 | $0 | $0 |
| FOREIGN TAX | $2,643 | $2,643 | $0 | $0 |
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