PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON FAMILY FOUNDATION (EIN 25-6892846)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202531269349101648
- Schema version
- 2024v5.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T14:01:31-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256892846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON FAMILY FOUNDATION-TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4122341634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122341634 | PhoneNum |
| Signature | 2025-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-03-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,573,368 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $67,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $482,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,852 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $116,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,482 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,889 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,593 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,035 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,593 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,593 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$86,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,792 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,792 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,329,515 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,252,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,545,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,366,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,279,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,573,368 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,366,428 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,279,946 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,366,428 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,366,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,279,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,366,428 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$86,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25 | OtherIncreasesAmt |
| Subtotal | $2,279,948 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1047.121 ARISTOTLE FLTNG RT INC-I | 2021-12-28 | 2024-02-27 | $10,000 | $10,220 | -$220 | -$220 | |
| 2.743 GATEWAY TR | 2023-12-19 | 2024-02-27 | $115 | $111 | $4 | $4 | |
| 236.721 GATEWAY TR | 2020-12-21 | 2024-02-27 | $9,885 | $8,666 | $1,219 | $1,219 | |
| 42. ISHARES S&P 500 INDEX FUND | 2023-12-01 | 2024-02-27 | $21,382 | $19,272 | $2,110 | $2,110 | |
| 21.576 NEUBERGER BERMAN LONG SH-INS | 2023-12-21 | 2024-02-27 | $383 | $375 | $8 | $8 | |
| 541.17 NEUBERGER BERMAN LONG SH-INS | 2020-12-21 | 2024-02-27 | $9,617 | $8,946 | $671 | $671 | |
| 1018.809 TCW EMERGING MARKETS INCOME FUND-I | 2020-12-21 | 2024-02-27 | $6,500 | $8,615 | -$2,115 | -$2,115 | |
| 397.298 CHAMPLAIN MID CAP FUND-INS | 2021-12-27 | 2024-05-23 | $10,000 | $11,474 | -$1,474 | -$1,474 | |
| 325.533 DFA EMERG MKTS CORE EQUITY | 2023-06-08 | 2024-05-23 | $7,839 | $7,080 | $759 | $759 | |
| 6.693 DFA EMERG MKTS CORE EQUITY | 2024-03-27 | 2024-05-23 | $161 | $153 | $8 | $8 | |
| 1.464 GATEWAY TR | 2024-03-25 | 2024-05-23 | $63 | $62 | $1 | $1 | |
| 650.671 GATEWAY TR | 2020-12-21 | 2024-05-23 | $27,842 | $23,801 | $4,041 | $4,041 | |
| 56. ISHARES S&P 500 INDEX FUND | 2023-12-01 | 2024-05-23 | $29,901 | $25,697 | $4,204 | $4,204 | |
| 207.756 JOHN HANCOCK III-DISC M/C-IS | 2023-12-01 | 2024-05-23 | $6,000 | $5,624 | $376 | $376 | |
| 1582.205 NEUBERGER BERMAN LONG SH-INS | 2020-12-21 | 2024-05-23 | $28,337 | $25,833 | $2,504 | $2,504 | |
| 81.902 BNYM GLBL RL EST SEC-Y | 2023-12-26 | 2024-08-27 | $718 | $649 | $69 | $69 | |
| 2923.195 BNYM GLBL RL EST SEC-Y | 2011-12-16 | 2024-08-27 | $25,636 | $19,627 | $6,009 | $6,009 | |
| 250.417 F&T BHVRL SM CAP EQ-R6 | 2021-09-27 | 2024-08-27 | $12,000 | $9,538 | $2,462 | $2,462 | |
| 2440.773 OAKMARK INTERNATIONAL-INST | 2019-12-30 | 2024-09-11 | $64,119 | $60,751 | $3,368 | $3,368 | |
| 69.364 DFA EMERG MKTS CORE EQUITY | 2024-06-27 | 2024-11-20 | $1,658 | $1,723 | -$65 | -$65 | |
| 1499.674 DFA EMERG MKTS CORE EQUITY | 2023-06-08 | 2024-11-20 | $35,842 | $32,443 | $3,399 | $3,399 | |
| 158.68 FIDELITY ADV INTL SM CAP-Z | 2023-12-21 | 2024-11-20 | $5,000 | $4,933 | $67 | $67 | |
| 299.043 G Q G PART EMERG MKTS EQ-INST | 2021-09-27 | 2024-12-20 | $5,000 | $5,371 | -$371 | -$371 | |
| 1053.741 ARISTOTLE FLTNG RT INC-I | 2021-12-28 | 2024-12-20 | $10,000 | $10,285 | -$285 | -$285 | |
| 102.332 F&T BHVRL SM CAP EQ-R6 | 2024-12-05 | 2024-12-20 | $4,725 | $5,065 | -$340 | -$340 | |
| 114.259 F&T BHVRL SM CAP EQ-R6 | 2021-09-27 | 2024-12-20 | $5,275 | $4,352 | $923 | $923 | |
| 38.199 DFA EMERG MKTS CORE EQUITY | 2024-12-10 | 2024-12-20 | $895 | $916 | -$21 | -$21 | |
| 175.203 DFA EMERG MKTS CORE EQUITY | 2023-08-25 | 2024-12-20 | $4,105 | $3,765 | $340 | $340 | |
| 43. ISHARES S&P 500 INDEX FUND | 2023-12-01 | 2024-12-20 | $25,244 | $19,731 | $5,513 | $5,513 | |
| 203. ISHARES BARCLAYS AGGREGATE BOND FUND | 2024-02-27 | 2024-12-20 | $19,683 | $19,719 | -$36 | -$36 | |
| 497. ISHARES BARCLAYS AGGREGATE BOND FUND | 2024-08-27 | 2024-12-20 | $48,190 | $48,890 | -$700 | -$700 | |
| 225. ISHARES CORE MSCI EAFE ETF | 2024-08-27 | 2024-12-20 | $15,674 | $17,317 | -$1,643 | -$1,643 | |
| 1524.391 TCW EMERGING MARKETS INCOME FUND-I | 2020-12-21 | 2024-12-20 | $10,000 | $12,890 | -$2,890 | -$2,890 | |
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P | |||||
| CAPITAL GAIN DIVIDENDS | $20,957 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,852 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $488 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $488 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $813 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122341634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GREGORY D GERLACH | ||||||
| 1517 BRIMFIELD DRIVE | SEWICKLEY | PA | 15143 | CO-TRUSTEE | 1 | $7,500 |
| BNY MELLON N A | ||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 1 | $28,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,624,569 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,640,676 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,640,676 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,601,066 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,301 | TotalTaxAmt |
| Distributable Before Adj | $128,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,593 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $179,593 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,626 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $179,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,626 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,215 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,215 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $11,215 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNETTE CALGARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT STREET SUITE 3825 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122341634 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANIMAL WELFARE ORGANIZATIONS OR ANIMAL WELFARE PROJECTS IN S | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUTLER COUNTY HUMANE SOCIETY | |||||||
| 1015 EVANS CITY RD | RENFREW | PA | 160538401 | NONE | PC | GENERAL OPERATING | $20,000 |
| HUMANE ANIMAL RESCUE | |||||||
| 1101 WESTERN AVE | PITTSBURGH | PA | 15233 | NONE | PC | GENERAL OPERATING | $10,000 |
| ORPHANS OF THE STORM | |||||||
| PO BOX 31 | DEERFIELD | IL | 600150031 | NONE | PC | GENERAL OPERATING | $40,000 |
| HOPE HAVEN FARM SANCTUARY | |||||||
| 2506 WEXFORD BAYNE RD | SEWICKLEY | PA | 151438609 | NONE | PC | GENERAL OPERATING | $35,000 |
| WASHINGTON HUMANE SOCIETY | |||||||
| 42046 TURKEY RD | FRANKLINTON | LA | 704388586 | NONE | PC | GENERAL OPERATING | $15,000 |
| FUR ALL KITTIES | |||||||
| 1824 HOMEVILLE RD | WEST MIFFLIN | PA | 151223650 | NONE | PC | GENERAL OPERATING | $5,000 |
| NATIONAL AVIARY | |||||||
| 700 ARCH ST | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL OPERATING | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $116,505 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,505 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 233203421 DFA EMERG MKTS CORE | AT COST | $45,769 | $57,224 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $55,445 | $62,363 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $44,929 | $66,003 |
| 05588F709 BNYM GLBL RL EST SEC | |||
| 413838723 OAKMARK INTERNATIONA | |||
| 87234N765 TCW EMERGING MARKETS | AT COST | $37,347 | $30,346 |
| 367829884 GATEWAY TR | |||
| 64128R608 NEUBERGER BERMAN LON | |||
| 14064D873 F&T BHVRL SM CAP EQ- | AT COST | $36,816 | $64,994 |
| 00766Y513 CHAMPLAIN MID CAP FU | AT COST | $95,111 | $80,059 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $754,215 | $997,224 |
| 44134R735 HOTCHKIS & WILEY HIG | AT COST | $56,388 | $56,873 |
| 04045F592 ARISTOTLE FLTNG RT I | AT COST | $45,107 | $44,390 |
| 13161P862 CALVERT SMALL CAP FU | AT COST | $25,355 | $29,196 |
| 31618H283 FIDELITY ADV INTL SM | AT COST | $38,667 | $38,256 |
| 464287226 ISHARES BARCLAYS AGG | AT COST | $771,797 | $774,812 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $134,374 | $140,982 |
| 47803W406 JOHN HANCOCK III-DIS | AT COST | $46,934 | $46,726 |
| 14949P208 CAUSEWAY CAP MGMT TR | AT COST | $63,900 | $56,128 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $25 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $721 | $721 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $5 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $488 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $314 | $314 | $0 |
Comments