USHER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- USHER FAMILY CHARITABLE FOUNDATION (EIN 25-6681379)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-18
- IRS object ID
- 202212619349100251
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-18T08:22:43-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 211304540 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roy J Roscoe Esq | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Manordale Road | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15241 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256681379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Usher Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USHE | BusinessNameControlTxt |
| Phone | 2399921553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26124 Fawnwood Court | AddressLine1Txt |
| City | Bonita Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas J Usher | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2399921553 | PhoneNum |
| Signature | 2022-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Thomas | PersonFirstNm |
| Person Last | Usher | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Roy J Roscoe | PreparerPersonNm |
| PTIN | P00639326 | PTIN |
| Phone | 4128357346 | PhoneNum |
| Preparation | 2022-09-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,851,695 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $5,787 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,788 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $169,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,517 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,058,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,980,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,058,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,833 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,254,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,246,176 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,148 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,148 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $30,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,997 | OtherProfFeesNetInvstIncmAmt |
| Taxes Net Invst Incm | $3,109 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $44,996 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $167,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,700,703 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,700,703 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,864,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $167,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,818,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$610,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,078,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $308,863 | CashBOYAmt |
| Cash EOY | $347,513 | CashEOYAmt |
| Cash EOYFMV | $347,513 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,427,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,901,219 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,801,121 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,240,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,703,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,703,061 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,977,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,951,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,851,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $7,977,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,951,793 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,977,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,951,793 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,977,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,951,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,977,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$610,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $853,376 | OtherIncreasesAmt |
| Subtotal | $8,220,492 | SubtotalAmt |
| Other Decreases | $268,699 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,951,793 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PNC Hawthorn-portfolio sales | P | 2021-01-01 | 2021-12-31 | $1,840,700 | $902,030 | $937,869 | $937,869 |
| 477.0 Noble Corp PLC | P | 2014-04-16 | 2021-02-09 | $12,646 | -$12,646 | -$12,646 | |
| 0.90 Organon Co | P | 2015-09-05 | 2021-06-03 | $31 | $23 | $8 | $8 |
| 0.81 Sylvamo Corp | P | 2011-03-10 | 2021-10-01 | $21 | $12 | $9 | $9 |
| 554.0 Covanta Holdings Corp | P | 2016-04-01 | 2021-12-01 | $11,219 | $7,168 | $4,228 | $4,228 |
| Capital gains from K-1s | P | 2021-01-01 | 2020-12-31 | $115,465 | $115,465 | $115,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,058,038 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,053,334 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,993 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,993 | SubtotalAmt |
| Tax Based On Investment Income | $14,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,305 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,305 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $18,305 | OriginalReturnTaxPaidAmt |
| Overpayment | $3,312 | OverpaymentAmt |
| Applied To ES Tax | $3,312 | AppliedToESTaxAmt |
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 | none | WebsiteAddressTxt |
| Individual With Books | Roy J Roscoe | IndividualWithBooksNm |
| Phone | 4128357346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Manordale Road | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15241 | 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 | Yes (true) | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Thomas J Usher | ||||||||
| 26124 Fawnwood Court | Bonita Springs | FL | 34134 | Trustee | 004.00 | $0 | $1,000 | $2,818 |
| Sandra L Usher | ||||||||
| 26124 Fawnwood Court | Bonita Springs | FL | 34134 | Trustee | 000.10 | $0 | $1,000 | |
| Leanne Bentz | ||||||||
| 104 Aqua Drive | Pittsburgh | PA | 15238 | Director | 000.10 | $25,000 | ||
| James M Usher | ||||||||
| 521 Colquitt Drive | Pittsburgh | PA | 15238 | Director | 000.10 | $25,000 | $566 | |
| Lauren T Gama | ||||||||
| 237 Third Avenue | Aspinwall | PA | 15215 | Director | 000.10 | $25,000 | ||
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation's principal charitable activity consists of distributing income and principal to public charities. In the 2021 year, it distributed $ 1,700,703 to qualified charities | Description1Txt |
| Expenses1 | $164,150 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,587,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $191,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,778,324 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,778,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,675 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,586,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $629,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $629,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,993 | TotalTaxAmt |
| Distributable Before Adj | $614,339 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $614,339 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $614,339 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,818,258 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,818,258 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $614,339 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $587,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $654,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $679,467 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $853,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $656,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,431,309 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,818,258 | QualifyingDistributionsAmt |
| Applied To Current Year | $614,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,203,919 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,635,228 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $587,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,048,100 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $654,970 | ExcessFromYear4Amt |
| Excess From Year3 | $679,467 | ExcessFromYear3Amt |
| Excess From Year2 | $853,439 | ExcessFromYear2Amt |
| Excess From Year1 | $656,305 | ExcessFromYear1Amt |
| Excess From Current Year | $1,203,919 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Thomas J Usher | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Center for American Liberties | |||||||
| PO Box 2510 | Leesburg | VA | 20177 | none | PC | exempt function of charity | $1,000 |
| Cross Point Church | |||||||
| 2581 Freeport Road | Pittsburgh | PA | 15238 | none | PC | exempt function of charity | $9,500 |
| Hope Lutheran Church | |||||||
| 25999 Old 41 Road | Bonita Springs | FL | 34134 | none | PC | exempt function of charity | $4,000 |
| Coalition for Christian Outreach | |||||||
| 5912 Penn Avenue | Pittsburgh | PA | 15206 | none | PC | exempt function of charity | $10,000 |
| First Presbyterian Church | |||||||
| PO Box 2168 | Bonita Springs | FL | 34134 | none | PC | exempt function of charity | $900 |
| Partners for Quality | |||||||
| 250 Clever Road | McKeesport | PA | 15136 | none | PC | exempt function of charity | $4,434 |
| Family Guidance | |||||||
| 850 Cranberry Woods Drive Ste 3326 | Cranberry | PA | 16066 | none | PC | exempt function of charity | $15,000 |
| Hebron United Presbyterian Church | |||||||
| 10460 Frankstown Road | Pittsburgh | PA | 15235 | none | PC | exempt function of charity | $3,500 |
| Blessing Board | |||||||
| 800 Butler Street Suite 1A | Pittsburgh | PA | 15223 | none | PC | exempt function of charity | $800 |
| Anchorpoint Counseling Ministry | |||||||
| 800 McKnight Park Drive Ste 802 | Pittsburgh | PA | 15237 | none | PC | exempt function of charity | $10,000 |
| One by One Foundation | |||||||
| 8231 Parkstone Place | Naples | FL | 34120 | none | PC | exempt function of charity | $10,000 |
| Break the Mold Inc | |||||||
| 1023 Seventh Avenue | Duncansville | PA | 16635 | none | PC | exempt function of charity | $10,000 |
| Pittsburgh Kids Foundation | |||||||
| 116 Federal Street Ste 220 | Pittsburgh | PA | 15212 | none | PC | exempt function of charity | $20,000 |
| IATWF (Operation One More Task) | |||||||
| Keith Ruthfus/iIATWF PO Box 435 | Sewickley | PA | 15143 | none | PC | exempt function of charity | $5,000 |
| Varity The Children's Charity | |||||||
| 11279 Perry Highway Ste 512 | Wexford | PA | 15090 | none | PC | exempt function of charity | $5,000 |
| Pine Valley Bible Camp | |||||||
| 7 West State Street Ste 301 | Sharon | PA | 16146 | none | PC | exempt function of charity | $20,000 |
| Blessing Board | |||||||
| 800 Butler Street Ste 1A | Pittsburgh | PA | 15223 | none | PC | exempt function of charity | $300,000 |
| Redeemer Lutheran Church | |||||||
| 700 Idaho Avenue | Verona | PA | 15147 | none | PC | exempt function of charity | $500 |
| Mario Lemeux Fdn | |||||||
| Two Chateum Ctr Ste 1661-112 | Pittsburgh | PA | 15219 | none | PC | exempt function of charity | $1,000 |
| Troops First Fdn | |||||||
| Small Auto Group PO 1200 | Greensburg | PA | 15601 | none | PC | exempt function of charity | $5,000 |
| Children's Hospital Fdn of Pgh | |||||||
| 4401 Penn Avenue | Pittsburgh | PA | 15224 | none | PC | exempt function of charity | $125,000 |
| American Family Assn | |||||||
| PO Drawer 2440 | Tupelo | MS | 38803 | none | PC | exempt function of charity | $200 |
| David Horowitz Freedom Center | |||||||
| PO Box 55089 | Sherman Oaks | CA | 91499 | none | PC | exempt function of charity | $25,000 |
| David Horowitz Freedom Center | |||||||
| PO Box 98105 | Washington | DC | 20090 | none | PC | exempt function of charity | $250 |
| Faith & Gratitude | |||||||
| 8865 Norwin Avenue Ste 27 PMB 209 | North Huntingdon | PA | 15642 | none | PC | exempt function of charity | $1,000 |
| Oakmont Garden Club | |||||||
| 418 California Avenue | Oakmont | PA | 15139 | none | PC | exempt function of charity | $250 |
| American Family Assn of PA | |||||||
| PO Box 1048 | Franklin | PA | 16323 | none | PC | exempt function of charity | $200 |
| Lutheran Hour Ministries | |||||||
| PO Box 20044 | Riverside | CA | 92516 | none | PC | exempt function of charity | $100 |
| Computer Reach | |||||||
| 971 Beech Avenue | Pittsburgh | PA | 15233 | none | PC | exempt function of charity | $200 |
| Florida Sheriffs Assn | |||||||
| PO Box 12429 | Tallaassee | FL | 32317 | none | PC | exempt function of charity | $200 |
| Global Media Outreach | |||||||
| PO Box 208867 | Dallas | TX | 75320 | none | PC | exempt function of charity | $200 |
| Human Life Foundation | |||||||
| PO Box 574 | New York | NY | 10157 | none | PC | exempt function of charity | $200 |
| Hillsdale College | |||||||
| 33 E College Street | Hillsdale | MI | 49242 | none | PC | exempt function of charity | $200 |
| We Raise Fdn | |||||||
| One Pierce Place Ste 250E | Itasca | IL | 60143 | none | PC | exempt function of charity | $200 |
| Billy Graham Evangelistic Assn | |||||||
| 1 Billy Graham Parkway | Charoltte | NC | 28201 | none | PC | exempt function of charity | $200 |
| Paws for Purple Hearts | |||||||
| 10201 Old Redwood Hwy | Penngrove | CA | 94951 | none | PC | exempt function of charity | $200 |
| Rutherford Institute | |||||||
| PO Box 7482 | Charlottesville | VA | 22907 | none | PC | exempt function of charity | $200 |
| March for Life | |||||||
| PO Box 98116 | Washington | DC | 20090 | none | PC | exempt function of charity | $200 |
| Center for Medical Progress | |||||||
| PO Box 98116 | Washington | DC | 20041 | none | PC | exempt function of charity | $200 |
| Allice Loyd College | |||||||
| 100 Purpose Road | Pippa Passes | KY | 41844 | none | PC | exempt function of charity | $200 |
| Accuracy in Academia | |||||||
| PO Box 5674 | Derwood Md | MD | 20855 | none | PC | exempt function of charity | $200 |
| Accuracy in the Media | |||||||
| 1717 K Street NW Ste 200 | Washington | DC | 20006 | none | PC | exempt function of charity | $200 |
| Special Olympics in Pa | |||||||
| PO Box 3010 | Norristown | PA | 19404 | none | PC | exempt function of charity | $200 |
| Camp Hope | |||||||
| 83 Lennox Hill Road | Bantam | CT | 06750 | none | PC | exempt function of charity | $200 |
| Care Net | |||||||
| PO Box 758530 | Topeka | KS | 66675 | none | PC | exempt function of charity | $200 |
| Center for American Liberties | |||||||
| PO Box 1500 | Merrifield | VA | 22116 | none | PC | exempt function of charity | $200 |
| Commonwealth Fdn | |||||||
| 225 State Street Ste 302 | Harrisburg | PA | 17101 | none | PC | exempt function of charity | $200 |
| Center for Diaconal Ministry | |||||||
| 1304 La Porte Avenue | Valparaiso | IN | 46383 | none | PC | exempt function of charity | $200 |
| Ashbrook Center | |||||||
| 401 College Avenue | Ashland | OH | 44805 | none | PC | exempt function of charity | $200 |
| Boys & Girls Club of Am | |||||||
| PO box 97122 | Washington | DC | 20090 | none | PC | exempt function of charity | $200 |
| Children's Scholarship Fd | |||||||
| 8 West 38th St 9th Fl | New York | NY | 10018 | none | PC | exempt function of charity | $200 |
| National Assn of Blind Veterans | |||||||
| PO Box 17252 | Baltimore | MD | 21298 | none | PC | exempt function of charity | $200 |
| Mountain States Legal Fdn | |||||||
| 2596 S Lewis lWay | Lakewood | CO | 80227 | none | PC | exempt function of charity | $200 |
| Oakmont Volunteer Fire Dept | |||||||
| 418 Virginia Avenue | Oakmont | PA | 15139 | none | PC | exempt function of charity | $200 |
| Golden Paws Assistance Dogs | |||||||
| 3173 Horseshoe Dr S | Naples | FL | 34104 | none | PC | exempt function of charity | $200 |
| Lower Valley Ambulance Service | |||||||
| PO Box 13 | Cheswick | PA | 15024 | none | PC | exempt function of charity | $200 |
| Lutheran Hour Ministries | |||||||
| 660 Mason Ridge Center Dr | St Louis | MO | 631418557 | none | PC | exempt function of charity | $200 |
| Life Legal Defense Fdn | |||||||
| PO Box 2105 | Napa | CA | 94558 | none | PC | exempt function of charity | $200 |
| Immokalee Pegnancy Center Inc | |||||||
| 1011 W Main St Ste 1 | Immokalee | FL | 34143 | none | PC | exempt function of charity | $200 |
| Intercollegiate Studies Institute | |||||||
| 3901 Centerville Rd | Wilmington | DE | 19807 | none | PC | exempt function of charity | $200 |
| National Camps for Blind Children | |||||||
| 5900 f8th St Ste M | Lincoln | NE | 68516 | none | PC | exempt function of charity | $2,000 |
| Little Sisters of the Poor | |||||||
| 1028 Benton Ave | Pittsburgh | PA | 15212 | none | PC | exempt function of charity | $500 |
| Heartland Institute | |||||||
| 3939 N Wilke Rd | Arlington Heights | IL | 60004 | none | PC | exempt function of charity | $500 |
| Focus-Fellowship of Christian Univ & Schools | |||||||
| PO Box 1027 | New Canaan | CT | 06840 | none | PC | exempt function of charity | $1,000 |
| Imani Christian Academy | |||||||
| 2150 East Hills Dr | Pittsburgh | PA | 15221 | none | PC | exempt function of charity | $1,000 |
| Pittsburgh Experiment | |||||||
| 320 6th Ave | Pittsburgh | PA | 15222 | none | PC | exempt function of charity | $1,000 |
| Public Interest Legal Fdn | |||||||
| PO Box 17604 | Washington | DC | 20041 | none | PC | exempt function of charity | $1,000 |
| Shared Hope Int'l | |||||||
| PO Box 1907 | Vancouver | WA | 986659912 | none | PC | exempt function of charity | $1,000 |
| Creation Ministries Int'l | |||||||
| PO Box 350 | Powder Springs | GA | 31027 | none | PC | exempt function of charity | $1,000 |
| Colson Center for Christian Worldview | |||||||
| PO Box 62160 | Colorado Springs | CO | 80962 | none | PC | exempt function of charity | $1,000 |
| Children's Institute | |||||||
| 1405 Shady Ave | Pittsburgh | PA | 15217 | none | PC | exempt function of charity | $1,000 |
| Committee for a Constructive Tomorrow | |||||||
| PO Box 32 | Berryville | VA | 22611 | none | PC | exempt function of charity | $1,000 |
| Law Enforcement Legal Defense Fd | |||||||
| PO Box 7012 | Merrifield | VA | 22116 | none | PC | exempt function of charity | $1,000 |
| Birthright of Pgh | |||||||
| 160 North Craig St Ste 200 | Pittsburgh | PA | 15213 | none | PC | exempt function of charity | $1,000 |
| Liberty Youth Ranch | |||||||
| PO Box 366206 | Bonita Springs | FL | 34134 | none | PC | exempt function of charity | $1,000 |
| Woodlands Fdn | |||||||
| 134 Shenot Rd | Wexford | PA | 15090 | none | PC | exempt function of charity | $2,000 |
| Extra Mile Education Fdn | |||||||
| Two Gateway Ctr Ste 348 | Pittsburgh | PA | 15222 | none | PC | exempt function of charity | $2,000 |
| Operation Finally Home | |||||||
| PO Box 1218 | Merrifield | VA | 22116 | none | PC | exempt function of charity | $2,000 |
| First Liberty Institute | |||||||
| PO Box 9078 | Pueblo | CO | 81008 | none | PC | exempt function of charity | $2,000 |
| Pittsburgh Urban Christian School | |||||||
| 809 Center St | Pittsburgh | PA | 15221 | none | PC | exempt function of charity | $2,000 |
| Penn Christian Academy | |||||||
| 199 W Airport Rd | Butler | PA | 16002 | none | PC | exempt function of charity | $2,000 |
| Overland Missions | |||||||
| 11 Riverside Dr Unit 201 | Cocas | FL | 32922 | none | PC | exempt function of charity | $2,000 |
| Judicial Watch | |||||||
| PO Box 96234 | Washington | DC | 20090 | none | PC | exempt function of charity | $2,000 |
| Sunlight Home of Collier County Inc | |||||||
| 2903 Tropicana Blvd | Naples | FL | 34116 | none | PC | exempt function of charity | $2,000 |
| Friends of the Americas | |||||||
| PO Box 10 | Greenwell Springs | LA | 70739 | none | PC | exempt function of charity | $3,000 |
| Young Life North Side | |||||||
| 255 East Ohio Street Apt 110D | Pittsburgh | PA | 15212 | none | PC | exempt function of charity | $5,000 |
| Young Life Fox Chapel | |||||||
| PO Box 5 | Indianola | PA | 15051 | none | PC | exempt function of charity | $5,000 |
| Joni & Friends Int'l | |||||||
| PO Box 3333 | Agoura Hills | CA | 91376 | none | PC | exempt function of charity | $5,000 |
| Lutherlyn Appeal | |||||||
| PO Box 355 | Prospect | PA | 16052 | none | PC | exempt function of charity | $5,000 |
| Allance Defending Freedom | |||||||
| 15100 N 90th St | Scottsdale | AZ | 85260 | none | PC | exempt function of charity | $5,000 |
| Concordia Advancement Seminary | |||||||
| 801 Seminary Place | St Louis | MO | 63105 | none | PC | exempt function of charity | $5,000 |
| Bible League Int'l | |||||||
| 1 Bible League Plaza | Crete | IL | 60417 | none | PC | exempt function of charity | $5,000 |
| Conservative Partnership Institute | |||||||
| 300 Independence Ave SE | Washington | DC | 20003 | none | PC | exempt function of charity | $5,000 |
| Women's Choice Network | |||||||
| PO Box 15034 | Pittsburgh | PA | 15237 | none | PC | exempt function of charity | $5,000 |
| Food for the Poor | |||||||
| 6401 Lyons Road PO Box 979005 | Coconut Creek | FL | 33097 | none | PC | exempt function of charity | $5,000 |
| Project Veritas | |||||||
| PO Box 98217 | Washington | DC | 20077 | none | PC | exempt function of charity | $5,000 |
| National Legal and Policy Center | |||||||
| PO Box 486 | Front Royal | VA | 22630 | none | PC | exempt function of charity | $5,000 |
| Open Doors USA | |||||||
| PO Box 1595 | Merrifield | VA | 22116 | none | PC | exempt function of charity | $5,000 |
| Lutheran Indian Ministries | |||||||
| 15350 W Capitol Dr | Brookfield | WI | 53005 | none | PC | exempt function of charity | $8,000 |
| Lutheran Church-Missouri Synod | |||||||
| PO Box 66861-9810 | St Louis | MO | 63166 | none | PC | exempt function of charity | $85,000 |
| Adam's Quest | |||||||
| 1263 Lakemont Dr | Pittsburgh | PA | 15243 | none | PC | exempt function of charity | $10,000 |
| Mt Carmel Christian School | |||||||
| 1231 Mt Pleasant Rd | Mt Pleasant | PA | 15668 | none | PC | exempt function of charity | $10,000 |
| Angel's Place | |||||||
| 2615 Norwood Ave | Pittsburgh | PA | 15214 | none | PC | exempt function of charity | $10,000 |
| Impact Africa | |||||||
| PO Box 702511 | Saint Cloud | FL | 34770 | none | PC | exempt function of charity | $10,000 |
| Redeemer Lutheran Schools | |||||||
| 700 Idaho Ave | Verona | PA | 15147 | none | PC | exempt function of charity | $10,000 |
| Christian Literacy Associates | |||||||
| 308 Eyth Rd | Butler | PA | 16002 | none | PC | exempt function of charity | $10,000 |
| Coalition for Christian Outreach | |||||||
| 5912 Penn Ave | Pittsburgh | PA | 15206 | none | PC | exempt function of charity | $15,000 |
| Family Guidance | |||||||
| 850 Cranberry Woods Dr Ste 3326 | Cranberry | PA | 16066 | none | PC | exempt function of charity | $15,000 |
| South East Asia Prayer Center | |||||||
| PO Box 127 | Oakmont | PA | 15139 | none | PC | exempt function of charity | $20,000 |
| Salvation Army | |||||||
| 700 North Bell Ave | Carnegie | PA | 15106 | none | PC | exempt function of charity | $50,000 |
| Blessing Board | |||||||
| 800 Butler St Ste 1A | Pittsburgh | PA | 15223 | none | PC | exempt function of charity | $20,000 |
| Light of Life Rescue Mission | |||||||
| PO Box 645427 | Pittsburgh | PA | 15264 | none | PC | exempt function of charity | $20,000 |
| Pastorial Leadership Institute | |||||||
| PO Box 972 | Wheaton | IL | 60187 | none | PC | exempt function of charity | $20,000 |
| Youth Overcome United | |||||||
| PO Box 218 | Murrysville | PA | 15668 | none | PC | exempt function of charity | $25,000 |
| Ligonier Camp & Conference Center | |||||||
| 188 McCartney Lane | Ligonier | PA | 15658 | none | PC | exempt function of charity | $30,000 |
| Cornerstone Network | |||||||
| 1 Signal Hill Dr | Wall | PA | 15148 | none | PC | exempt function of charity | $50,000 |
| James Connection | |||||||
| PO Box 751 | Monroeville | PA | 15146 | none | PC | exempt function of charity | $15,000 |
| Gun Owners Fdn | |||||||
| PO Box 277380 | Sacramento | CA | 95827 | none | PC | exempt function of charity | $200 |
| City Mission Hope for the Homeless | |||||||
| 84 West Wheeling St | Washington | PA | 15301 | none | PC | exempt function of charity | $20,000 |
| Hebron United Presbyterian Church | |||||||
| 10460 Frankstown Road | Pittsburgh | PA | 15235 | none | PC | exempt function of charity | $1,769 |
| Prison Fellowship Ministries | |||||||
| 44180 Riverside Pkwy | Lansdowne | VA | 20176 | none | PC | exempt function of charity | $500,000 |
| Compassion Int'l | |||||||
| Colorado Springs | Colorado Springs | CO | 80997 | none | PC | exempt function of charity | $2,000 |
| Penna Fdn for Life | |||||||
| 159 Hornaday Rd | Pittsburgh | PA | 15210 | none | PC | exempt function of charity | $500 |
| 412 Thrive | |||||||
| 44 Woody Crest Dr | Pittsburgh | PA | 15234 | none | PC | exempt function of charity | $5,000 |
| Center for American Liberty | |||||||
| PO Box 2510 | Leesburg | VA | 20177 | none | PC | exempt function of charity | $200 |
| Christian Collegian Network | |||||||
| PO Box 5461 | Somerset | NJ | 08875 | none | PC | exempt function of charity | $5,000 |
| Hosanna House | |||||||
| 807 Wallace Ave | Pittsburgh | PA | 15221 | none | PC | exempt function of charity | $30,000 |
| Pittsburgh Symphony Orchestra | |||||||
| 600 Penn Ave | Pittsburgh | PA | 15222 | none | PC | exempt function of charity | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,700,703 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for American Liberty | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2510 | AddressLine1Txt |
| City | Leesburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20177 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | exempt function of charity | GrantOrContributionPurposeTxt |
| Amt | $200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,788 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,517 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,939 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,044,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,246,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,246,177 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Roy J. Roscoe | $13,613 | $13,613 |
| Adams Capital | $359 | $359 |
| MAI Capital Income Growth Fd. L.P. from K-1 | $176 | $176 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PNC-Portfolio of stocks, mutual fds bonds | $1,669,396 | $2,926,708 |
| Charles Schwab-Portfolio of stock mut fds | $4,231,823 | $7,874,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Adams Capital Limited Partnership | FMV | $1,391,275 | $1,391,275 |
| MAI Capital Income Grow | FMV | $302,558 | $302,558 |
| Energy Transfer | FMV | $9,228 | $9,228 |
Legal Fees Schedule LegalFeesSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Write-down of assets | $3,938 |
| Withdrawals | $260,558 |
| Net book loss of 614,420 over taxable loss of 610,219 | $4,201 |
| rounding | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Administrative assistant | $32,400 | $32,400 | $32,400 |
| Office parking 6,684 87 | $6,771 | $6,771 | $6,771 |
| Office expenses | $2,818 | $2,818 | $2,818 |
| Expenses from pass-thru entities K-1 | $2,439 | $4,767 | |
| Officers attending exempt function | $566 | $566 | $566 |
| Processing fee | $2 | $2 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Proceeds from class action settlement | $75 | $75 |
| Check printing reimbursement | $16 | $16 |
| Returned check from charity | $2,000 | |
| From K-1s | $2,474 | $2,591 |
| Unrecap section 1250 from K-1 | $16,151 | $16,151 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Distributions | $260,559 |
| Net transfers in | $543 |
| Investments | $15,612 |
| Write-ups of investments | $576,833 |
| Carry value adjustments | -$171 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PNC Bank Hawthorn | $17,151 | $15,142 |
| Adams Capital Limited Partnership | $10,699 | $10,699 |
| MAI Capital Income Growth Fd | $2,156 | $2,156 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign withholding taxes | CategoryTxt |
| Net Investment Income | $3,109 | NetInvestmentIncomeAmt |
Comments