ROBERT I GLIMCHER FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ROBERT I GLIMCHER FAMILY FOUNDATION (EIN 20-7366908)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-10
IRS object ID
202221309349103327
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-10T14:20:22-05:00ReturnTs
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)
EIN207366908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT I GLIMCHER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4123922021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MELLON CTR 500 GRANT ST 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4123922021PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastGLIMCHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELLEN A MARTINPreparerPersonNm
PTINP01586027PTIN
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$1,196,732FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$22,651DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,651DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$313,223NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$69,982GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$290,572TotalRevAndExpnssAmt
Total Net Invst Incm$22,651TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,605AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,302AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,303AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$113OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$113OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,718TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,415TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,303TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$145,576ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$145,576ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$150,294TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,415TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$147,879TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$440,866ExcessRevenueOverExpensesAmt
Net Investment Income$20,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$166,873CashBOYAmt
Cash EOY$113,930CashEOYAmt
Cash EOYFMV$113,930CashEOYFMVAmt
Corporate Stock BOY$725,582CorporateStockBOYAmt
Corporate Stock EOY$342,377CorporateStockEOYAmt
Corporate Stock EOYFMV$982,802CorporateStockEOYFMVAmt
Other Assets BOY$94,575OtherAssetsBOYAmt
Other Assets EOY$100,000OtherAssetsEOYAmt
Other Assets EOYFMV$100,000OtherAssetsEOYFMVAmt
Total Assets BOY$987,030TotalAssetsBOYAmt
Total Assets EOY$556,307TotalAssetsEOYAmt
Total Assets EOYFMV$1,196,732TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$987,030NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$556,307NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$987,030TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$556,307TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$987,030TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$556,307TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$987,030TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$440,866ExcessRevenueOverExpensesAmt
Other Increases$10,143OtherIncreasesAmt
Subtotal$556,307SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$556,307TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLIC TRADED SECURITIESPropertyDesc
Gross Sales Price$69,982GrossSalesPriceAmt
Cost Or Other Basis$383,205CostOrOtherBasisAmt
Gain Or Loss-$313,223GainOrLossAmt
Gains Minus Excess Or Losses-$313,223GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$313,223CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$281InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$281SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,057EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,057TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,776OverpaymentAmt
Applied To ES Tax$1,776AppliedToESTaxAmt
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 StatePAOrgReportOrRegisterStateCd
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 BooksROBERT I GLIMCHERIndividualWithBooksNm
Phone4123922021PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREET SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT ST SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$1,123,236AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$100,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,355,464TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,355,464AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,332CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,335,132NetVlNoncharitableAssetsAmt
Minimum Investment Return$66,757MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$66,757MinimumInvestmentReturnAmt
Tax Based On Investment Income$281TaxBasedOnInvestmentIncomeAmt
Total Tax$281TotalTaxAmt
Distributable Before Adj$66,476DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$66,476DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$66,476DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$147,879ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$147,879QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$66,476DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,004ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$157,205ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$199,254ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$132,217ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$88,869ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$580,549TotalExcessDistributionCyovAmt
Qualifying Distributions$147,879QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,476AppliedToCurrentYearAmt
Remaining Distri From Corpus$81,403RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$661,952TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,004ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$658,948ExcessDistriCyovToNextYrAmt
Excess From Year4$157,205ExcessFromYear4Amt
Excess From Year3$199,254ExcessFromYear3Amt
Excess From Year2$132,217ExcessFromYear2Amt
Excess From Year1$88,869ExcessFromYear1Amt
Excess From Current Year$81,403ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT I GLIMCHERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT I GLIMCHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4123922021RecipientPhoneNum
Form And Info And MaterialsLETTER OF INQUIRYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL STARS PROJECT
543 WEST 42ND STREETNEW YORKNY10036NONEPCALL STAR PROJECT$1,000
BOSTON UNIVERSITY-HILLEL
881 COMMONWEALTH AVENUEBOSTONMA02215NONEPCNONA GLIMCHER 2ND FL. STUDENT LOUNGE$15,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCCENTENNIAL CAMPAIGN$5,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCGENERAL SUPPORT$18
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCGENERAL SUPPORT$18
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCCENTENNIAL CAMPAIGN$5,000
CONGREGATION POALE ZEDECK
6318 PHILLIPS AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$1,360
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONEPCGENERAL SUPPORT$1,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONEPCGENERAL SUPPORT$1,000
FRIENDSHIP CIRCLE
1922 MURRAY AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$2,500
HOUSE OF LIFE OF PITTSBURGH
181 CLEARVIEW STREETBEAVER FALLSPA15010NONEPCGENERAL SUPPORT$180
HUMANE SOCIETY OF MERCER COUNTY
PO BOX 1046HERMITAGEPA16148NONEPCGENERAL SUPPORT$500
JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH
5738 FORBES AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$1,800
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPCNONA GLIMCHER WELCOME CENTER$50,000
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPCNONA GLIMCHER WELCOME CENTER$50,000
PELOTONIA
450 W BROAD STREETCOLUMBUSOH43215NONEPCGENERAL SUPPORT$500
PELOTONIA
450 W BROAD STREETCOLUMBUSOH43215NONEPCGENERAL SUPPORT$500
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
SQUIRREL HILL URBAN COALITION
5604 SOLWAY STREET STE 201PITTSBURGHPA15217NONEPCTREASURE AWARD DONATION$100
UPMC MAGEE-WOMENS HOSPITAL THE TWENTY-FIVE CLUB
800 HALKET STREETPITTSBURGHPA15213NONEPCGENERAL SUPPORT$100
YOUNGSTOWN PHANTOMS HOCKEY
229 E FRONT STREETYOUNGSTOWNOH44503NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$145,576TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDSHIP CIRCLEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11922 MURRAY AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15217ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$2,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$2,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,651ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$313,223ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$290,572ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$290,572TotalIncomeProducingActyAmt

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$4,605Amt
Net Investment Income$2,302NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,303DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SECTION 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING: TAX YEAR AMOUNT 2007 $1,547 2008 $26,979_________________________________ _____________OFFICER SIGNATURE DATEElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5,676 SHS AT&T$117,540$139,630
2,417 SHS DISCOVERY COMM INC A$3,997$56,896
7,251 SHS DISCOVERY COMM INC C$10,977$166,048
875 SHS GENERAL ELECTRIC COMPANY$73,186$82,661
317 SHS LIBERTY BROADBAND CL A$711$51,005
634 SHS LIBERTY BROADBAND CL C$1,410$102,137
5,802 SHS LIBERTY GLOBAL INC SER C$9,904$162,978
717 SHS LIBERTY LATIN AMER (LILAK)$2,529$8,174
417 SHS LIBERTY MEDIA CORP A$514$21,204
953 SHS LIBERTY MEDIA CORP C$4,035$48,460
317 SHS LIBERTY MEDIA CORP A MEDIA$315$18,811
126 SHS LIBERTY MEDIA CORP A BRAVES$151$3,623
634 SHS LIBERTY MEDIA CORP C MEDIA$608$40,094
432 SHS LIBERTY MEDIA CORP C BRAVES$2,542$12,139
2,318 SHS LIONS GATE$60,500$35,674
2,000 SHS VODAFONE GROUP$50,570$29,860
37 SHS WABTEC$2,888$3,408

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescLANDMARK DIVIDEND GROWTH FUND - I, LPDesc
BOY Book Value$94,575BOYBookValueAmt
EOY Book Value$100,000EOYBookValueAmt
EOYFMV$100,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$50$50$0
LANDMARK DIVIDEND GROWTH FUND - I, LP (INVESTMENT EXPENSES)$63$63$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$10,143Amt

Comments

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