EDEN HALL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EDEN HALL FOUNDATION (EIN 25-1384468)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349103949
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:53:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823685723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE STE 100 | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | 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 | 251384468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET APT 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYLVIA FIELDS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SYLVIA | PersonFirstNm |
| Person Last | FIELDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | JOHN C FOGLE CPA | PreparerPersonNm |
| PTIN | P00160874 | PTIN |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| 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 | $259,702,041 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,594,043 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,594,043 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,594,043 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $7,385,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,385,099 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $7,385,099 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,337,787 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,971,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,337,787 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $136,337,787 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $990,434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,723 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $990,434 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $146,307,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,318,652 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $146,307,363 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $487,996 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $296,555 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $191,441 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $324,487 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $140,471 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $184,016 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $188,452 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $81,712 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $106,740 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $18,510 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $34,439 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,888 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,551 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $268,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $268,671 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,998,992 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $27,687 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,537 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $141,993 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $28,399 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $113,594 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,729 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $633 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,096 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,519 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,904 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,616 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $267,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125,793 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $141,325 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,776,072 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $956,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $797,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,360,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,360,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,136,872 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $956,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,158,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,170,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,362,089 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $146,307,363 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,620,940 | CashBOYAmt |
| Cash EOY | $5,074,637 | CashEOYAmt |
| Cash EOYFMV | $5,074,637 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $14,181 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,057 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,057 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $116,084,558 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $7,033,273 | CorporateBondsBOYAmt |
| Other Investments BOY | $1,166,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $259,787,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $254,176,258 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $261,701 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $203,285 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $86,104 | LandBOYAmt |
| Land EOY | $58,416 | LandEOYAmt |
| Land EOYFMV | $58,416 | LandEOYFMVAmt |
| Other Assets BOY | $58,045 | OtherAssetsBOYAmt |
| Other Assets EOY | $371,673 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $371,673 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $126,063,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,313,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $259,702,041 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,627 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $96,524 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,926,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,211,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $269,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $863,109 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,207,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,170,633 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,856,305 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $259,142,860 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,856,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $259,142,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,063,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $265,313,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,856,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,170,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,222,033 | OtherIncreasesAmt |
| Subtotal | $259,248,829 | SubtotalAmt |
| Other Decreases | $105,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $259,142,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED DETAIL PNC | P | 2022-01-01 | 2022-12-31 | $242,218,491 | $124,584,669 | $117,633,822 | $117,633,822 |
| SEE ATTACHED DETAIL PARAMETRIC | P | 2022-01-01 | 2022-12-31 | $285,752,900 | $267,048,935 | $18,703,965 | $18,703,965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,337,787 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $136,337,787 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,006,633 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,006,633 | SubtotalAmt |
| Tax Based On Investment Income | $2,006,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,794,355 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,794,355 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $445 | EsPenaltyAmt |
| Tax Due | $212,723 | TaxDueAmt |
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 |
| 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 | WWW.EDENHALLFDN.ORG | WebsiteAddressTxt |
| Individual With Books | EDEN HALL FOUNDATION | IndividualWithBooksNm |
| Phone | 4126426697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE GREER | ||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | BOARD MEMBER | 2.00 | $30,000 | $0 | $0 |
| JOHN MAZUR | ||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDE | 30.00 | $30,000 | $0 | $0 |
| MARGARET JOY | ||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | BOARD MEMBER | 2.00 | $30,000 | $0 | $0 |
| LAURA FISHER | ||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | BOARD MEMBER | 2.00 | $30,000 | $0 | $0 |
| CHARLES STOUT | ||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | BOARD MEMBER | 2.00 | $30,000 | $0 | $0 |
| SYLVIA FIELDS | ||||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | PRESIDENT | 40.00 | $337,996 | $27,305 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ALICIA CHATKIN | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | PROGRAM OFFI | 40.00 | $123,597 | $27,329 |
| ALISON ALTEMUS | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | INFO & PROG | 40.00 | $71,492 | $17,559 |
| LINDA WOZNIAK | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | ADMIN MANAGA | 24.00 | $66,150 | $17,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $244,174,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,097,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $661,560 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $250,934,026 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $250,934,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,764,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $247,170,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,358,501 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,358,501 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,006,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,006,633 | TotalTaxAmt |
| Distributable Before Adj | $10,351,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,351,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,351,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,158,689 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,158,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,351,868 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $554,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,975 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $638,792 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,158,689 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,351,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,806,821 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,445,613 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $4,445,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $554,817 | ExcessFromYear3Amt |
| Excess From Year2 | $83,975 | ExcessFromYear2Amt |
| Excess From Current Year | $3,806,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SYLVIA FIELDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EDEN HALL FOUNDATION | AddressLine1Txt |
| Address Line2 | 600 GRANT STREET | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126426697 | RecipientPhoneNum |
| Form And Info And Materials | SUBMISSIONS ARE ACCEPTED IN WRITING EITHER BY MAIL OR ONLINE SUBMISSION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE- BOARD DETERMINES AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SEE ATTACHED LIST - GRANTS PAID | |||||
| ATTACHED | ATTACHED | PA | 15219 | CHARITABLE | $13,360,800 |
| SEE ATTACHED LIST - GRANTS APPROVED | |||||
| ATTACHED | ATTACHED | PA | 15219 | CHARITABLE | $5,211,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,571,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,594,043 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,385,099 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,337,787 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME | 1 | $735 |
| OTHER INVESTMENT - | 1 | $947,235 |
| FOREIGN CURRENCY EXCHANGE | 14 | $1,723 |
| PARTNERSHIP INCOME | 14 | $40,741 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $146,307,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,307,363 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $34,439 | Amt |
| Net Investment Income | $6,888 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,551 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DEPRECIATION | PropertyDesc |
| Current Year Expense | $27,687 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|---|---|
| ACCRUED DIVIDENDS RECEIVABLE | $524,041 | $524,041 | |
| PRIVATE EQUITY | $258,568,998 | $252,957,545 | AT COST |
| IMPRINT THEMATIC OPPORTUNITIES | $694,671 | $694,672 | AT COST |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $261,701 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $203,285 | AccumulatedDepreciationAmt |
| Book Value | $58,416 | BookValueAmt |
| EOYFMV | $58,416 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $18,510 | LegalFeesAmt |
| Disbursements Charitable Prps | $18,510 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $58,045 | $58,045 | $58,045 |
| RIGHT OF USE ASSET - FINANCE LEASE | $313,628 | $313,628 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 INCOME DIFFERENCES | $40,471 |
| BOOK TO TAX GAIN DIFFERENCES | $65,498 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| TELEPHONE | $6,944 | $1,389 | $5,555 |
| OFFICE SUPPLIES | $2,373 | $475 | $1,898 |
| POSTAGE | $2,601 | $520 | $2,601 |
| COPIER | $4,154 | $831 | $3,323 |
| PLANT CARE | $1,233 | $1,233 | |
| COMMISSIONS | $50,966 | $50,966 | |
| SHREDDING AND STORAGE | $1,854 | $371 | $483 |
| SECURITY | $231 | $46 | $185 |
| COMPUTER | $56,599 | $11,320 | $45,280 |
| INSURANCE | $12,797 | $5,549 | $7,248 |
| EDEN HALL FARM | $1,188 | $1,188 | |
| BANK FEES | $1,044 | $1,044 | |
| PAYROLL PROCESSING | $5,109 | $2,215 | $2,894 |
| DUES | $44,487 | $44,487 | |
| INVESTMENT EXPENSES | $51,067 | $51,067 | |
| VEHICLE | $18,415 | $18,415 | |
| PROGRAM SPONSORSHIP | $2,426 | $2,426 | |
| MISCELLANEOUS | $4,109 | $4,109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $735 | $735 | |
| OTHER INVESTMENT - | $947,235 | $947,235 | |
| FOREIGN CURRENCY EXCHANGE | $1,723 | $1,723 | $1,723 |
| PARTNERSHIP INCOME | $40,741 | $40,741 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAINS ON GRANTS DISTRIBUTED IN STOCK | $9,506,533 |
| NET CHANGE IN GRANTS AWARDED | $1,715,500 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL RELATED LIABILITES | $269,358 | $319,481 |
| LEASE LIABILITIES | $316,636 | |
| EXCISE TAXES PAYABLE | $226,992 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL | CategoryTxt |
| Amt | $268,671 | Amt |
| Net Investment Income | $268,671 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,998,992 | Amt |
Comments