HELPING HANDS FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HELPING HANDS FOUNDATION INC (EIN 81-0636347)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-02
IRS object ID
202221229349101502
Schema version
2021v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-02T14:16:29-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810636347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HELPING HANDS FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O SCHNEIDER DOWNS & CO INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHELPBusinessNameControlTxt
Phone4126975444PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKENNETH W HAMMELPersonNm
Person TitleDIRECTOR/PRESIDENTPersonTitleTxt
Phone4126975444PhoneNum
Signature2022-02-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKENNETHPersonFirstNm
Person LastHAMMELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH R PIOTPreparerPersonNm
PTINP01358891PTIN
Phone4122613644PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,187,003FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$334,709DividendsRevAndExpnssAmt
Dividends Net Invst Incm$334,709DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$553,470NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,482,109GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$553,470CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$888,179TotalRevAndExpnssAmt
Total Net Invst Incm$888,179TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,702AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$776AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,926AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$77,560OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$77,560OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,372TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103,704TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$78,336TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,996TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,456ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400,456ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$504,160TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$78,336TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$409,452TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$384,019ExcessRevenueOverExpensesAmt
Net Investment Income$809,843NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$742,106SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$348,757SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$348,757SavAndTempCashInvstEOYFMVAmt
Corporate Bonds BOY$3,153,772CorporateBondsBOYAmt
Corporate Bonds EOY$3,218,932CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,265,888CorporateBondsEOYFMVAmt
Other Investments BOY$8,186,005OtherInvestmentsBOYAmt
Other Investments EOY$9,160,940OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,572,358OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,081,883TotalAssetsBOYAmt
Total Assets EOY$12,728,629TotalAssetsEOYAmt
Total Assets EOYFMV$17,187,003TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,081,883RetainedEarningBOYAmt
Retained Earning EOY$12,728,629RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,081,883TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,728,629TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,081,883TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,728,629TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,081,883TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$384,019ExcessRevenueOverExpensesAmt
Other Increases$263,206OtherIncreasesAmt
Subtotal$12,729,108SubtotalAmt
Other Decreases$479OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,728,629TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES - LTPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$3,482,109GrossSalesPriceAmt
Cost Or Other Basis$2,928,639CostOrOtherBasisAmt
Gain Or Loss$553,470GainOrLossAmt
Gains Minus Excess Or Losses$553,470GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$553,470CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,257InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,257SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,257TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$743OverpaymentAmt
Applied To ES Tax$743AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSCHNEIDER DOWNS CO INCIndividualWithBooksNm
Phone4126975444PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
K HAMMEL
C/O ONE PPG PLACEPITTSBURGHPA15222DIRECTOR/PRESIDENT2.00$0$0$0
L HAMMEL
C/O ONE PPG PLACEPITTSBURGHPA15222DIRECTOR/SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 EAST PRATT STREET 11TH FLOORAddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21202ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$77,560CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,915,121AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$616,442AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,531,563TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,531,563AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247,973CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,283,590NetVlNoncharitableAssetsAmt
Minimum Investment Return$814,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$814,180MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,257TaxBasedOnInvestmentIncomeAmt
Total Tax$11,257TotalTaxAmt
Distributable Before Adj$802,923DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$802,923DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$802,923DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$409,452ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$409,452QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$802,923DistributableAsAdjustedAmt
Undistributed Income PY$390,312UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$409,452QualifyingDistributionsAmt
Applied To Year1$390,312AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,140AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$783,783UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerK HAMMELContributingManagerNm
Contributing ManagerL HAMMELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANGELS OF HOPE
7755 22 MILE RD 183280SHELBY TWPMI48318N/APCGENERAL SUPPORT$50,000
CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION
4401 PENN AVENUE CENTRAL PLANTPITTSBURGHPA15224N/APCPENNIES FROM HEAVEN FUND$50,747FLOOR 3
GIVE KIDS THE WORLD
210 SOUTH BASS ROADKISSIMMEEFL34746N/APCGENERAL SUPPORT$150,233
PLACE OF HOPE INC
9078 ISAIAH LANEPALM BEACH GARDENSFL33418N/APCGENERAL SUPPORT$132,004
SHRINER'S HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRIVETAMPAFL33607N/APCGENERAL SUPPORT$7,472
WINNER'S CIRCLE CHARITIES
825 PARKWAY STREET SUITE 8JUPITERFL33477N/APCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400,456TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$334,709ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$553,470ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$888,179ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$888,179TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$9,702Amt
Net Investment Income$776NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,926DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART I, LINE 25GRANTEE: CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONDATE OF GIFT: 6/24/2021PROPERTY: 163 SHARES OF VCR STOCKBOOK VALUE: $10,755BOOK VALUATION METHOD: PURCHASE PRICEFMV: $50,747FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER
FORM 990-PF, PART I, LINE 25GRANTEE: GIVE KIDS THE WORLDDATE OF GIFT: 6/24/2021PROPERTY: 611 SHARES OF VHT STOCKBOOK VALUE: $36,936BOOK VALUATION METHOD: PURCHASE PRICEFMV: $150,233FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER
FORM 990-PF, PART I, LINE 25GRANTEE: PLACE OF HOPE, INC. DATE OF GIFT: 6/24/2021PROPERTY: 424 SHARES OF VCR STOCKBOOK VALUE: $27,976BOOK VALUATION METHOD: PURCHASE PRICEFMV: $132,004FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER
FORM 990-PF, PART I, LINE 25GRANTEE: SHRINER'S HOSPITAL FOR CHILDRENDATE OF GIFT: 6/24/2021PROPERTY: 24 SHARES OF VCR STOCKBOOK VALUE: $1,584BOOK VALUATION METHOD: PURCHASE PRICEFMV: $7,472FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,616 SHS ISHARES 7-10 YEAR TREAS BOND$189,424$185,840
2,681 SHS ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF$300,848$355,286
4,029 SHS ISHARES 1-3 YR TREAS BOND ETF$347,527$344,641
1,268 SHS ISHARES 20+ YEAR TREAS BOND ETF$189,029$187,905
1,217 SHS ISHARES TIPS BOND ETF$157,830$157,236
1,443 SHS ISHARES 3-7 YEAR TREAS BOND ETF$189,506$185,671
6,106 SHS ISHARES MBS ETF$663,222$655,968
1,794 SHS ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF$160,815$156,096
557 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$62,304$60,746
1,866 SHS ISHARES FLOATING RATE BOND ETF$94,578$94,662
2,311 SHS ISHARES CMBS ETF$126,293$122,552
3,000 SHS ISHARES JP MORGAN EM CORPORATE BOND ETF$145,353$153,000
6,899 SHS SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$187,083$187,308
5,156 SHS VANGUARD SHORT TERM CORPORATE BOND ETF$405,120$418,977

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (27 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
39,920 SHS BLACKSTONE REAL ESTATE INCOME TRUST INC CL S A/O 11/30/21AT COST$400,000$561,477
25,000 SHS STARWOOD REAL ESTATE INCOME TRUST INC. CLASS S A/O 11/30/21AT COST$500,000$643,975
7,329 SHS COMM SERVICES SELECT SECTORAT COST$364,006$569,317
2,344 SHS ENERGY SELECT SECTOR SPDR FUNDAT COST$114,059$130,092
2,621 SHS ISHARES CORE S&P MIDCAP ETFAT COST$416,306$741,953
3,208 SHS ISHARES CORE S&P SMALL-CAP ETFAT COST$264,034$367,348
4,894 SHS ISHARE GLOBAL CLEAN ENERGYAT COST$114,055$103,606
821 SHS ISHARES MSCI USA MOMENTUM FACTOR ETFAT COST$54,637$149,274
1,061 SHS ISHARES MSCI USA QUALITYAT COST$63,840$154,439
2,008 SHS MATERIALS SELECT SECTOR SPDR TRUST ETFAT COST$104,436$181,945
3,537 SHS REAL ESTATE SELECT SECT SPDR ETFAT COST$133,992$183,252
1,074 SHS SPDR S&P BIOTECH ETFAT COST$142,336$120,245
5,720 SHS THE ISHARE MSCI EMERGINGAT COST$360,067$346,804
838 SHS UTILITIES SECTOR SPDR FUND ETFAT COST$49,451$59,984
2,535 SHS VANGUARD VALUE ETFAT COST$360,246$372,924
2,319 SHS VANGUARD CONSUMER DISCRETIONARY ETFAT COST$558,411$789,991
1,523 SHS VANGUARD CONSUMER STAPLES ETFAT COST$176,687$304,417
6,601 SHS VANGUARD FINANCIALS ETFAT COST$276,823$637,459
2,057 SHS VANGUARD HEALTH CARE ETFAT COST$124,349$548,026
3,877 SHS VANGUARD INFORMATION TECHNOLOGY ETFAT COST$914,193$1,776,325
2,285 SHS VANGUARD INDUSTRIALS ETFAT COST$152,355$463,763
10,936 SHS VANGUARD FTSE PAC ETFAT COST$635,608$853,117
18,077 SHS VANGUARD FTSE EUROPE ETFAT COST$983,070$1,233,574
16,079 SHS VANGUARD FTSE EMERGING MARKETS ETFAT COST$623,129$795,267
18,292 SHS VANGUARD FTSE DEVELOPED MKT ETFAT COST$719,974$933,990
3,725 SHS VANGUARD ESG INTL STOCK ETFAT COST$239,878$231,025
17,534 SHS SPDR GOLD MINISHARES TRUST ETFAT COST$314,998$318,769

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST ADJUSTMENTDesc
Amt$479Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDELAWARE REGISTRATION FEE & REGISTERED AGENTDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFMV ADJUSTMENT ON DONATED STOCKDesc
Amt$263,206Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT SERVICESCategoryTxt
Amt$77,560Amt
Net Investment Income$77,560NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$16,372Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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