MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION (EIN 25-6407379)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-22
- IRS object ID
- 202220819349101227
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-22T14:06:11-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | 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 | 256407379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYLES D & J FAYE SAMPSON FAMILY FOUNDATI | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATIONC/O INTENTIONAL PHILANTHROPHY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYLE | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208146345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTY S RODRIGUEZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2022-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTY | PersonFirstNm |
| Person Last | RODRIGUEZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2022-03-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,474,094 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $33,769 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $519,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $519,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,777,194 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,394,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,777,194 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,331,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,297,232 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,630 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,630 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $507 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $507 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $247,310 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,910 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,682 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,682 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,809 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $304,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,539,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,539,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,843,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,721,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $487,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,207,322 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $936,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $912,859 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $912,859 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $214,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $223,606 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $256,187 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,308,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,736,654 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,980,048 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $325,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $325,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,710,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,198,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,474,094 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,710,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $31,198,119 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,710,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,198,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,710,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,198,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,710,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $487,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $377 | OtherIncreasesAmt |
| Subtotal | $31,198,119 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,198,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $5,973,933 | $4,617,709 | $1,356,224 | $1,356,224 |
| CAPITAL GAINS DIVIDENDS | P | $420,970 | $420,970 | $420,970 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,777,194 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,219 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,219 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,537 | OverpaymentAmt |
| Applied To ES Tax | $2,537 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THESAMPSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY LLC | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE UNIT 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTY S RODRIGUEZ | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | PRESIDENT/LEAD TRUSTEE | 5.00 | $6,630 | $0 | $0 |
| KATHERINE S MCBRIDE | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| J FAYE SAMPSON | ||||||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | ADMIN, MGMT, AND CONSULTING | $146,400 |
| SYNTRINSIC INVESTMENT COUNSEL | |||||
| 1899 WYNKOOP STREET - SUITE 315 | DENVER | CO | 80202 | INVESTMENT MANAGEMENT | $89,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IROQUOIS VALLEY FARMS LLC LENDS FUNDS TO FARMERS TRYING TO CONVERT FARM LAND TO ORGANIC. | Description1Txt |
| Expenses1 | $75,000 | Expenses1Amt |
| Total | $75,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,153,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $746,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,899,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,899,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $553,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,345,920 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,817,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,817,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,682 | TotalTaxAmt |
| Distributable Before Adj | $1,786,614 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,786,614 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,786,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,721,028 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $75,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,796,028 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,786,614 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $735,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,796,028 | QualifyingDistributionsAmt |
| Applied To Year1 | $735,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,060,182 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $726,432 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J FAYE SAMPSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 5A ELITE YOUTH EMPOWERMENT | |||||||
| 620 BROADHEAD AVE SUITE 304 | PITTSBURGH | PA | 15205 | PC | SOCIAL CHANGE INTERNSHIPS PLANNING AND INNOVATION | $30,000 | |
| ALLIES FOR HEALTH WELLBEING | |||||||
| 5913 PENN AVENUE | PITTSBURGH | PA | 15206 | PC | GENERAL OPERATING 2021 | $5,000 | |
| ALLIES FOR HEALTH WELLBEING | |||||||
| 5913 PENN AVENUE | PITTSBURGH | PA | 15206 | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN IMMIGRATION COUNCIL | |||||||
| 1331 G STREET SUITE 200 | WASHINGTON | DC | 20005 | PC | IMMIGRATION JUSTICE CAMPAIGN | $30,000 | |
| BLACK HILLS REGIONAL SKI FOR LIGHT | |||||||
| PO BOX 3707 | RAPID CITY | SD | 57709 | PC | 2021 GENERAL OPERATING SUPPORT | $5,000 | |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST SUITE 2 | LEWISBURG | PA | 17837 | PC | JAMES D. HOSTETLER OUTDOOR EDUCATION AND LEADERSHIP FUND | $20,000 | |
| CENTER FOR COALFIELD JUSTICE | |||||||
| PO BOX 4023 | WASHINGTON | PA | 15301 | PC | BUILDING LEADERS FOR HEALTHY ENVIRONMENT AND THRIVING ECONOMY | $60,000 | |
| CENTER FOR MIND BODY MEDICINE | |||||||
| THE CENTER FOR MIND-BODY MEDICINE | WASHINGTON | DC | 20015 | PC | BUILDING BLOCKS FOR A SUSTAINABLE FUTURE | $100,000 | 5225 CONNECTICUT AVENUE NW SUITE 41 |
| CENTRAL CATHOLIC HIGH SCHOOL INC | |||||||
| 4720 5TH AVE | PITTSBURGH | PA | 152132916 | PC | CHARLES HORNE MEMORIAL SCHOLARSHIP FUND | $10,000 | |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE | WASHINGTON | DC | 20005 | PC | COLORECTAL CANCER INTEGRATIVE MEDICINE PROGRAM (CRC IMP) | $100,000 | |
| COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE | WASHINGTON | DC | 20005 | PC | 2021 BLUE HOPE BASH MATCH | $5,000 | |
| COMMUNITY KITCHEN PITTSBURGH | |||||||
| 107 FLOWERS AVE | PITTSBURGH | PA | 15207 | PC | FAMILY STABILITY AND ECONOMIC OPPORTUNITY INITIATIVE | $75,000 | |
| COMMUNITY YOUTH SERVICES | |||||||
| 711 STATE AVENUE NE 3RD FLOOR | OLYMPIA | WA | 98506 | PC | GENERAL OPERATING | $10,000 | |
| DOCOMOMO WEWA | |||||||
| PO BOX 70245 | SEATTLE | WA | 98127 | PC | GENERAL OPERATING | $5,000 | |
| DOG TAG BAKERY INC | |||||||
| 3206 GRACE STREET NW | WASHINGTON | DC | 20007 | PC | DOG TAG INC. PROGRAMMING - GENERAL OPERATING SUPPORT | $25,000 | |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | PC | EPIDEMIC ANSWERS CAPITAL CAMPAIGN 2021 | $10,000 | |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | PC | GENERAL OPERATING | $25,000 | |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE SUITE 301 | WINDSOR | CT | 06095 | PC | GENERAL OPERATING GRANT | $500 | |
| FAIR SHAKE ENVIRONMENTAL LEGAL SERVICES | |||||||
| 5614 ELGIN STREET | PITTSBURGH | PA | 15206 | PC | COMMUNITY DEMOCRACY PROGRAM | $35,000 | |
| FAMILY HOUSE | |||||||
| 5001 BAUM BLVD SUITE 545 | PITTSBURGH | PA | 15213 | PC | HEALTHY EATING PROGRAM AND FAMILY HOUSE CHARITABLE CARE | $35,000 | |
| FRACTRACKER ALLIANCE | |||||||
| 216 FRANKLIN ST STE 400 | JOHNSTOWN | PA | 15901 | PC | FRACTRACKER ALLIANCE - GENERAL OPERATING SUPPORT | $25,000 | |
| GIVE BACK YOGA FOUNDATION EAT BREATHE THRIVE | |||||||
| 900 BASELINE ROAD COTTAGE 13B | BOULDER | CO | 803027547 | PC | CORE OPERATIONS + YOGA FOR EATING DISORDER RECOVERY | $70,000 | |
| GIVEBACK YOGA FOUNDATION MINDFUL YOGA THERAPY | |||||||
| 900 BASELINE RD 13B | BOULDER | CO | 80302 | PC | MINDFUL YOGA THERAPY | $30,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||
| 1 N LINDEN STREET | DUQUESNE | PA | 15110 | PC | IN HONOR OF TED PAPPAS | $10,000 | |
| GROW PITTSBURGH | |||||||
| 6587 HAMILTON AVENUE 2 W | PITTSBURGH | PA | 15206 | PC | SCHOOL GARDEN SUPPORT | $75,000 | |
| HILL DISTRICT CONSENSUS GROUP | |||||||
| 1835 CENTRE AVE C/O HILL HOUSE | PITTSBURGH | PA | 15219 | PC | GENERAL OPERATING SUPPORT FOR SEED MONEY FOR THE HOMEWOOD COOPERATIVE GROCERY STORE & FARM SUPPORT. | $60,000 | CENTER |
| INTERFAITH WORKS | |||||||
| PO BOX 1221 | OLYMPIA | WA | 98507 | PC | GENERAL OPERATING | $10,000 | |
| LANGLEY SCHOOL INC | |||||||
| 1411 BALLS HILL RD | MCLEAN | VA | 22101 | PC | 2021 BUILDING PROJECT/LANGLEY FUND | $10,000 | |
| LANGLEY SCHOOL INC | |||||||
| 1411 BALLS HILL RD | MCLEAN | VA | 22101 | PC | GENERAL OPERATING 2021 | $5,000 | |
| NORTH SIDE INDUSTRIAL DEVELOPMENT COMPANY | |||||||
| 700 RIVER AVENUE | PITTSBURGH | PA | 15212 | PC | ENVIRONMENTAL JUSTICE BOARD DEVELOPMENT, TRAINING, AND PLACEMENT | $25,000 | |
| OLYMPIA-TUMWATER FOUNDATION | |||||||
| P O BOX 4098 | TUMWATER | WA | 98501 | PC | GENERAL OPERATING | $5,000 | |
| PENNSYLVANIA ASSOCIATION FOR SUSTAINABLE AGRICULTURE | |||||||
| PO BOX 11805 | HARRISBURG | PA | 17108 | PC | RELIEF FUND 2021 FOR FARMER OF COLOR | $5,000 | |
| PITTSBURGH CARES | |||||||
| 3505 BUTLER STREET | PITTSBURGH | PA | 15201 | PC | YOUTH ENGAGED IN SERVICE | $15,000 | |
| PITTSBURGH GREEN INNOVATORS | |||||||
| 1435 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | PC | 2021 WORLD FOOD DAY | $5,000 | |
| PITTSBURGH GREEN INNOVATORS | |||||||
| 1435 BEDFORD AVENUE | PITTSBURGH | PA | 15219 | PC | EAT INITIATIVE'S "FOOD-CENTRIC" DEVELOPMENT PLAN | $70,000 | |
| PITTSBURGH STRUGGLING STUDENT ASSOCIATION | |||||||
| 1320 LIVERPOOL ST | PITTSBURGH | PA | 15233 | PC | USDA VALUE ADDED PRODUCTS - PROFESSIONAL DEVELOPMENT RESIDENCY | $35,000 | |
| PIZZA KLATCH | |||||||
| 4305 LACEY BLVD SE 29 | LACEY | WA | 98503 | PC | GENERAL OPERATING | $5,000 | |
| PRESERVATION PITTSBURGH | |||||||
| 1501 REEDSDALE STREET SUITE 5003 | PITTSBURGH | PA | 15233 | PC | PITTSBURGH MODERN COMMITTEE | $5,000 | |
| PROJECT BIOME INC | |||||||
| 237 A ST PMB 51154 | SAN DIEGO | CA | 92101 | PC | FARMERS FOOTPRINT | $5,000 | |
| REAL FOOD FOR KIDS | |||||||
| PO BOX 50002 | ARLINGTON | VA | 22205 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| REAL FOOD FOR KIDS | |||||||
| PO BOX 50002 | ARLINGTON | VA | 22205 | PC | 2021 GIVING TUESDAY MATCH | $10,000 | |
| RESTORE DIGNITY | |||||||
| 1826 ELGIN DR | VIENNA | VA | 221823824 | PC | GENERAL OPERATING SUPPORT 2021 | $2,000 | |
| SAFE PLACE | |||||||
| P O BOX 2002 | OLYMPIA | WA | 985072002 | PC | GENERAL OPERATING | $10,000 | |
| SANKOFA VILLAGE PROJECT INC | |||||||
| 1435 BEDFORD AVE 1ST FLOOR ROOM 140 | PITTSBURGH | PA | 15219 | PC | GENERAL OPERATING SUPPORT | $1,500 | 501 BRUSHTON AVENUE AND SUSQUEHANNA |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | PC | PENNSYLVANIA 100% CLEAN ENERGY CAMPAIGN | $50,000 | |
| STONEWALL YOUTH | |||||||
| PO BOX 7383 | OLYMPIA | WA | 98507 | PC | GENERAL OPERATING | $5,000 | |
| THE FOUNDATION FOR THE HORSE | |||||||
| 4033 IRON WORKS PKWY | LEXINGTON | KY | 40511 | PC | IN HONOR OF DR. JAMES ZELIFF | $5,000 | |
| THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH | |||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | SUPPORT GROUPS FOR WELLNESS | $20,000 | |
| THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH | |||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | ACHIEVING DIVERSITY THROUGH HR SUPPORT | $55,000 | |
| THURSTON COUNTY FOOD BANK | |||||||
| 220 THURSTON AVE NE | OLYMPIA | WA | 985011138 | PC | GENERAL OPERATING | $5,000 | |
| TSPC DBA A PLACE TO BE | |||||||
| 8 NORTH JAY STREET | MIDDLEBURG | VA | 20117 | PC | GENERAL OPERATING | $10,000 | |
| TWENTY-FIVE CLUB (AT MAGEE WOMEN'S RESEARCH INSTITUTION) | |||||||
| 3339 WARD STREET PITTSBURGH | PITTSBURGH | PA | 15213 | PC | TWENTY FIVE CLUB - 2021 | $2,500 | |
| TWENTY-FIVE CLUB (AT MAGEE WOMEN'S RESEARCH INSTITUTION) | |||||||
| 3339 WARD STREET PITTSBURGH | PITTSBURGH | PA | 15213 | PC | TWENTY-FIVE CLUB OF MAGEE | $5,000 | |
| UNION GOSPEL MISSION ASSOCIATION OF OLYMPIA | |||||||
| PO BOX 7668 | OLYMPIA | WA | 985077668 | PC | GENERAL OPERATING | $5,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION FOR THE BENEFIT OF AZ CENTER FOR INTEGRATI | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 857210109 | PC | HEALTH PROFESSIONAL WELLBEING COURSE AND SCHOLARSHIPS FOR HEALTH PROFESSIONALS | $75,000 | |
| UPMC CANCER CENTER | |||||||
| 128 NORTH CRAIG STREET 133 PARK | PITTSBURGH | PA | 15260 | PC | REQUEST FOR GENERAL OPERATING SUPPORT OF THE HCC WIOP | $50,000 | PLAZA |
| UPMC MERCY BURN UNIT | |||||||
| 1400 LOCUST ST BUILDING B STE 9508 | PITTSBURGH | PA | 15219 | PC | UPMC BURN UNIT SUPPORT | $10,000 | DEVELOPMENT |
| WASHINGTON TRUST FOR HISTORIC PRESERVATION | |||||||
| 1204 MINOR AVE | SEATTLE | WA | 98101 | PC | GENERAL OPERATING | $10,000 | |
| WESTERN PENNSYLVANIA CONSERVANCY | |||||||
| 800 WATERFRONT DRIVE FL 2 | PITTSBURGH | PA | 15222 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WESTON A PRICE FOUNDATION | |||||||
| 4200 WISCONSIN AVE NW PMB 106-380 | WASHINGTON | DC | 200162143 | PC | 2021 GENERAL OPERATING | $2,500 | |
| WHYHUNGER | |||||||
| 505 8TH AVE SUITE 2100 | NEW YORK | NY | 10018 | PC | SUPPORTING SUSTAINABLE AGRICULTURE, AGROECOLOGY AND HERBAL MEDICINE IN THE U.S. AND GLOBALLY | $30,000 | |
| YMCA OF GREATER PITTSBURGH | |||||||
| FOSTER PLAZA 10 680 ANDERSEN DRIVE | PITTSBURGH | PA | 15220 | PC | POST-PANDEMIC GENERAL OPERATING SUPPORT | $45,000 | SUITE 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,539,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $519,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,777,194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,297,232 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,297,232 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMPSON MORRIS GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 ELDO ROAD SUITE 1 | AddressLine1Txt |
| City | MONROEVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,769 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 8,127.767 SH OF S&T BANCORP STOCK | StockNm |
| EOY Book Value | $223,606 | EOYBookValueAmt |
| EOYFMV | $256,187 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 100,975.563 SH OF ALGER DYNAMIC OPPORTUNITIES FUND CLASS Z | AT COST | $2,163,477 | $1,984,170 |
| 39,521.448 SH OF CALVERT U.S. MID CAP CORE RESPONSIBLE INDEX FUND CLASS I | AT COST | $1,529,659 | $1,616,032 |
| 59,518.346 SH OF CALVERT EMERGING MARKETS EQUITY FUND CLASS I | AT COST | $992,450 | $1,217,150 |
| 295,929.282 SH OF CCM COMMUNITY IMPACT BOND FUND INSTITUTIONAL CLASS | AT COST | $3,136,910 | $3,113,176 |
| 59,571.498 SH OF GATEWAY FUND CLASS Y | AT COST | $1,941,293 | $2,422,773 |
| 97,692.165 SH OF HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO | AT COST | $2,053,704 | $2,937,603 |
| 173,470.520 SH OF LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO | AT COST | $2,404,416 | $2,839,712 |
| 37,550.068 SH OF PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS | AT COST | $1,550,691 | $2,386,307 |
| 71,718.054 SH OF PAX GLOBAL ENVIRONMENTAL MARKETS FUND INST CLASS | AT COST | $1,145,337 | $1,821,639 |
| 750,340.672 SH OF TIAA-CREF CORE IMPACT BOND INSTITUTINAL CLASS | AT COST | $8,115,571 | $7,916,094 |
| 81,743.000 SH OF ISHARES TR MSCI KLD 400 SOCIAL | AT COST | $4,578,146 | $7,595,560 |
| IROQUOIS VALLEY FARMLAND REIT | AT COST | $125,000 | $129,832 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - REINVESTMENT FUND | $250,000 | $250,000 | $250,000 |
| PROGRAM RELATED INVESTMENT - IROQUOIS VALLEY FARMS, LLC | $0 | $75,000 | $75,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $114 | $0 | $114 |
| PAYROLL SERVICE FEE | $777 | $0 | $777 |
| DUES AND SUBSCRIPTIONS | $2,905 | $0 | $2,905 |
| OFFICE SUPPLIES | $263 | $0 | $263 |
| INSURANCE | $750 | $0 | $750 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO CORRECT OPENING BALANCE | Desc |
| Amt | $377 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC - FOUNDATION MANAGEMENT | $146,400 | $0 | $146,400 |
| S&T BANCORP, INC. - INVESTMENT MANAGEMENT FEES | $11 | $11 | $0 |
| SYNTRINSIC - INVESTMENT MANAGEMENT FEES | $89,899 | $89,899 | $0 |
| GRANT-MAKING ADVISORY COMMITTEE | $11,000 | $0 | $11,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $32,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |