EDEN HALL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EDEN HALL FOUNDATION (EIN 25-1384468)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-05
- IRS object ID
- 202241869349100514
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-05T01:20:13-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823685723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | 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 | 251384468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEN | BusinessNameControlTxt |
| Phone | 4126426697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Grant Street APT 5050 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MAZUR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4126426697 | PhoneNum |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SYLVIA | PersonFirstNm |
| Person Last | FIELDS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG BREERWOOD CPA | PreparerPersonNm |
| PTIN | P00862345 | PTIN |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2022-05-04 | PreparationDt |
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 | $294,775,881 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $252 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $252 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,171,608 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,171,608 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,262,832 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,369,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,262,832 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,037 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,447,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,434,692 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $597,697 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $312,089 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $285,608 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $264,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $114,615 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $149,718 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $214,756 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $93,118 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $121,638 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,346 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,346 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,593 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $24,593 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $179,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,839 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,997 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $136,649 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,963 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $110,686 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $234,445 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,952 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146,493 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,662,655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $650,576 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $871,079 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,437,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,437,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,100,455 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $650,576 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,308,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,652,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,784,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $853,606 | CashBOYAmt |
| Cash EOY | $1,620,940 | CashEOYAmt |
| Cash EOYFMV | $1,620,940 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $14,181 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,181 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $112,176,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $116,084,558 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $281,020,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,033,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,033,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,809,165 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $424,552 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $239,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $239,357 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $261,701 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $175,597 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $113,791 | LandBOYAmt |
| Land EOY | $86,104 | LandEOYAmt |
| Land EOYFMV | $86,104 | LandEOYFMVAmt |
| Other Assets BOY | $58,045 | OtherAssetsBOYAmt |
| Other Assets EOY | $985,377 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $985,377 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,660,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,063,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $294,775,881 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,407 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,627 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,250,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,926,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $230,627 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $269,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,492,034 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,207,485 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $117,168,082 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,856,305 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $117,168,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,856,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,660,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,063,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $117,168,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,652,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,017,449 | OtherIncreasesAmt |
| Subtotal | $122,532,805 | SubtotalAmt |
| Other Decreases | $3,676,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,856,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Viatris Inc | P | 2021-01-08 | $407,655 | $279,401 | $128,254 | $128,254 |
| Altria Group Inc | P | 2021-01-11 | $2,084,974 | $1,677,419 | $407,555 | $407,555 |
| Altria Group Inc | P | 2021-01-21 | $2,094,696 | $1,677,419 | $417,277 | $417,277 |
| Altria Group Inc | P | 2021-01-28 | $2,413,911 | $1,898,838 | $515,073 | $515,073 |
| ATT | P | 2021-11-10 | $3,367,844 | $3,573,171 | -$205,327 | -$205,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,262,832 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122,099 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122,099 | SubtotalAmt |
| Tax Based On Investment Income | $122,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $144,454 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $144,454 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $144,454 | OriginalReturnTaxPaidAmt |
| Overpayment | $22,355 | OverpaymentAmt |
| Applied To ES Tax | $22,355 | 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 | www.edenhallfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126426697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET SUITE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| GEORGE C GREER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | CHAIRMAN AND PRESIDENT | 002.00 | $30,000 | |
| JOHN M MAZUR | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. TREASURER | 030.00 | $150,000 | |
| MARGARET P JOY | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. SECRETARY | 002.00 | $30,000 | |
| LAURA S FISHER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| CHARLES J STOUT | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| SYLVIA V FIELDS | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | EXECUTIVE DIRECTOR | 040.00 | $327,697 | $116,939 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ALICIA M CHATKIN | |||||||
| 600 GRANT STREET STE 5050 | PITTSBURGH | PA | 15219 | PROG. OFFICER | 040.00 | $110,519 | $31,421 |
| ALISON F ALTEMUS | |||||||
| 600 GRANT STREET STE 5050 | PITTSBURGH | PA | 15219 | INFO PROG MGR | 040.00 | $71,861 | $18,648 |
| LINDA WOZNIAK | |||||||
| 600 GRANT STREET STE 5050 | PITTSBURGH | PA | 15219 | ADMIN MGR | 024.00 | $54,511 | $33,490 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $268,359,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,370,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $397,686 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $270,127,207 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $270,127,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,051,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $266,075,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,303,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,303,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,099 | TotalTaxAmt |
| Distributable Before Adj | $13,181,666 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,181,666 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,181,666 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,308,879 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,308,879 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,181,666 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $481,572 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,071,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $874,508 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,511,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,308,879 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,308,879 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,872,787 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,872,787 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $638,792 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $638,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $554,817 | ExcessFromYear2Amt |
| Excess From Year1 | $83,975 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SYLVIA V FIELDS EDEN HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION 600 GRANT ST STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126426697 | RecipientPhoneNum |
| Form And Info And Materials | Submissions are accepted in writing either by mail or online submission | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling | SubmissionDeadlinesTxt |
| Restrictions On Awards | None - Board determines awards | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $10,437,800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,437,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $6,926,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,926,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $252 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,171,608 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,262,832 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | $13,037 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,434,692 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,037 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,447,729 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $24,593 | Amt |
| Disbursements Charitable Prps | $24,593 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $7,033,273 | EOYBookValueAmt |
| EOYFMV | $10,809,165 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $116,084,558 | EOYBookValueAmt |
| EOYFMV | $281,020,757 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Accrued Dvidends Receivable | CategoryOrItemTxt |
| Book Value | $239,357 | BookValueAmt |
| EOYFMV | $239,357 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold Improvements | $255,201 | $172,347 | $82,854 | $82,854 |
| Auto Lease | $6,500 | $3,250 | $3,250 | $3,250 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $10,346 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,346 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Artwork | $58,045 | $58,045 | $58,045 |
| Imprint Thematic Opportunities | $927,332 | $927,332 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net change in grants awarded | Desc |
| Amt | $3,676,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office supplies | $2,311 | $462 | $1,849 |
| Computer | $36,555 | $7,311 | $29,244 |
| Telephone | $6,883 | $1,377 | $5,506 |
| Plant care | $1,331 | $266 | $1,065 |
| Dues | $39,466 | $39,466 | |
| Postage | $1,970 | $394 | $1,576 |
| Vehicle expenses | $17,885 | $17,885 | |
| Payroll processing fees | $5,199 | $2,254 | $2,945 |
| Copier | $3,675 | $735 | $2,940 |
| Bank trust fees | $62,409 | $62,409 | |
| Shredding and Storage | $1,737 | $347 | $1,390 |
| Insurance | $11,658 | $4,672 | $6,986 |
| Miscellaneous | $648 | $648 | |
| Meals | $1,494 | $1,494 | |
| Security | $252 | $48 | $204 |
| Eden Hall Farm | $1,668 | $1,668 | |
| Repairs/Maintenance | $730 | $146 | $584 |
| Membership | $600 | $260 | $340 |
| Penalties | $33 | $33 | |
| Subscriptions | $10,054 | $2,011 | $8,043 |
| Amortization | $27,687 | $5,260 | $22,427 |
| Entertainment | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $13,037 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on grants distributed in stock | Desc |
| Amt | $8,017,449 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll related liabilities | $33,326 | $35,959 |
| Excise tax payable | $32,000 | |
| Deferred Compensation Liability | $165,301 | $233,399 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $38,836 | $16,839 | $21,997 |
| Excise tax | $141,000 |
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