MUCK FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MUCK FAMILY FOUNDATION (EIN 36-4515100)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202101279349102005
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T14:33:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364515100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUCK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUCK | BusinessNameControlTxt |
| Phone | 7244431533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M MUCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7244431533 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHEN | PersonFirstNm |
| Person Last | MUCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE J LOGAN | PreparerPersonNm |
| PTIN | P00227231 | PTIN |
| Phone | 4122613644 | PhoneNum |
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 | 2020 | 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 | $1,196,471 | 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 |
| Dividends Rev And Expnss | $16,496 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,496 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,738 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $461,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,738 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,234 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,486 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,649 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,539 | CashBOYAmt |
| Cash EOY | $20,458 | CashEOYAmt |
| Cash EOYFMV | $20,458 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,532 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,697 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $478,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $411,261 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $548,491 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $504,820 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $526,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $604,825 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,028,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $981,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,196,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $697,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $697,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $330,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $283,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,028,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $981,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,028,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $981,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,028,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $982,037 | SubtotalAmt |
| Other Decreases | $706 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $981,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LT | P | $73,051 | $49,638 | $23,413 | $23,413 |
| PUBLICLY TRADED SECURITIES - ST | P | $384,131 | $403,852 | -$19,721 | -$19,721 |
| CAPITAL GAIN DIVIDENDS | P | $4,046 | $4,046 | $4,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,738 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,021 | 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 | $3,021 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,900 | OverpaymentAmt |
| Applied To ES Tax | $2,900 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M MUCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244431533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | 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 | 0 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M MUCK | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | CHAIRMAN/CEO | 1.00 | $0 | $0 | $0 |
| CHRISTINE ROTELLA | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MICHAEL BECHTOLD | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ANGELA MUSILLO | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | TREASURER/CHIEF ADMINISTRATOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,028,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,088,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,088,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,072,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,615 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,615 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121 | TotalTaxAmt |
| Distributable Before Adj | $53,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,494 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,135 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,135 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $615 | 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 | $52,879 | 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 | STEPHEN M MUCK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M MUCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7244431533 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIDING MISSIONS | |||||||
| 731 EXCELSIOR STREET | PITTSBURGH | PA | 15210 | N/A | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN WHITEWATER | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BLIND & VISION REHABILITATION SERVICES | |||||||
| 1816 LOCUST STREET | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $5,000 |
| BOY SCOUT TROOP 310 | |||||||
| 211 KIESTER HOUSE ROAD | SLIPPERY ROCK | PA | 16057 | N/A | NC | GENERAL SUPPORT | $500 |
| CHESAPEAKE BAY MARITIME MUSEUM | |||||||
| 213 N TALBOT ST | ST MICHAELS | MS | 21663 | N/A | PF | RISING TIDE PROGRAM | $1,000 |
| EPILEPSY ASSOCIATION OF WESTERN & CENTRAL PA | |||||||
| 1501 REEDSDALE STREET SUITE 3002 | PITTSBURGH | PA | 15233 | N/A | PC | MARDI GRAS GALA | $1,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | GENERAL SUPPORT | $10,000 |
| KNOCH KNIGHTS LEGACIES FOUNDATION | |||||||
| 328 KNOCH ROAD | SAXONBURG | PA | 16056 | N/A | PC | GENERAL SUPPORT | $5,000 |
| LEAGUE OF WOMEN VOTERS OF GREATER PITTSBURGH | |||||||
| 436 SEVENTH AVENUE SUITE 350 | PITTSBURGH | PA | 15219 | N/A | PC | VOTER REGISTRATION OUTREACH PROJECT | $1,000 |
| PITTSBURGH SCHWEITZER FELLOWS PROGRAM | |||||||
| 5614 ELGIN STREET | PITTSBURGH | PA | 15206 | N/A | PC | GENERAL SUPPORT | $6,750 |
| SKYLINE RECOVERY | |||||||
| 1914 BROWNSVILLE ROAD | PITTSBURGH | PA | 15210 | N/A | PC | GENERAL SUPPORT OF MISSION | $2,500 |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 2583 GATEWAY DRIVE SUITE 130 | STATE COLLEGE | PA | 16801 | N/A | PC | ENDOWED PROFESSORSHIP - CIVIL CONSTRUCTION ENGINEERING & MGMT | $10,000 |
| URBAN IMPACT FOUNDATION | |||||||
| 801 UNION AVENUE 4TH FLOOR | PITTSBURGH | PA | 15212 | N/A | PC | UIF'S SUMMER DAY CAMP & TUTORING CENTER | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,738 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,234 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,234 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30.522 SHS COLGATE-PALMOLIVE CO | $1,844 | $2,610 |
| 53.458 NEXTERA ENERGY INC COM | $3,367 | $4,124 |
| 22.419 SHS L3HARRIS TECHNOLOGIES INC | $4,785 | $4,238 |
| 63.310 SHS CVS HEALTH CORPORATION COM | $3,583 | $4,324 |
| 48.032 SHS DUKE ENERGY CORP | $4,156 | $4,398 |
| 29.855 SHS GENERAL DYNAMICS CORP | $5,400 | $4,443 |
| 25.581 SHS 3M CO | $3,364 | $4,471 |
| 114.285 SHS CONOCOPHILLIPS COM | $4,150 | $4,570 |
| 67.178 SHS RAYTHEON TECHNOLOGIES CORP | $4,489 | $4,804 |
| 40.788 SHS WASTE MANAGEMENT INC | $4,786 | $4,810 |
| 59.649 SHS CHEVRON CORP NEW COM(CVX) | $5,992 | $5,037 |
| 21 SHS AIR PRODUCTS AND CHEMICALS INC | $5,626 | $5,738 |
| 27.768 SHS MCDONALDS CORP(MCD) | $5,868 | $5,958 |
| 86.642 SHS PHILLIPS 66 | $5,306 | $6,060 |
| 154.835 SHS CISCO SYSTEMS INC | $6,209 | $6,929 |
| 18.949 SHS COSTCO WHOLESALE CORP COM | $5,749 | $7,140 |
| 16.039 SHS THERMO FISHER SCIENTIFIC INC | $5,159 | $7,471 |
| 29 SHS FACEBOOK INC-CLASS A(FB) | $5,433 | $7,922 |
| 136.796 SHS MONDELEZ INTL INC COM NPV (MDLZ) | $7,418 | $7,998 |
| 66.927 SHS AMERICAN EXPRESS CO COM | $6,600 | $8,092 |
| 71.415 SHS MEDTRONIC PLC USD | $7,420 | $8,366 |
| 40.913 SHS HONEYWELL INTERNATIONAL INC | $7,506 | $8,702 |
| 166.162 SHS COMCAST CORP | $7,731 | $8,707 |
| 42.400 SHS UNION PAC CORP | $7,153 | $8,829 |
| 38 SHS PAYPAL HLDGS INC COM(PYPL) | $3,834 | $8,900 |
| 68.435 SHS NIKE INC CLASS B | $6,858 | $9,681 |
| 65.869 SHS PEPSICO INC (PEP) | $8,524 | $9,768 |
| 70.333 SHS PROCTER & GAMBLE CO COM (PG) | $4,123 | $9,786 |
| 120.436 SHS MERCK & CO INC NEW COM (MRK) | $10,103 | $9,852 |
| 93.022 SHS STARBUCKS CORP COM | $8,999 | $9,951 |
| 44.195 SHS AMGEN INC | $10,494 | $10,161 |
| 41.262 SHS HOME DEPOT INC | $9,296 | $10,960 |
| 22 SHS ADOBE SYSTEMS INCORPORATED COM | $7,563 | $11,003 |
| 189.488 SHS VERIZON COMMUNICATIONS INC | $11,139 | $11,132 |
| 51 SHS SALESFORCE.COM INC COM | $8,181 | $11,349 |
| 67.653 SHS DISNEY WALT CO (DIS) | $9,741 | $12,257 |
| 89.146 SHS WALMART INC COM (WMT) | $9,989 | $12,850 |
| 471.170 SHS BANK OF AMERICA CORP | $14,402 | $14,281 |
| 41.919 SHS UNITEDHEALTH GROUP(UNH) | $12,236 | $14,700 |
| 413.410 SHS PFIZER INC (PFE) | $8,682 | $15,218 |
| 71.511 SHS VISA INC COM CL A (V) | $12,655 | $15,642 |
| 136.582 SHS JPMORGAN CHASE & CO COM | $15,488 | $17,355 |
| 120.869 SHS JOHNSON & JOHNSON COM | $6,993 | $19,022 |
| 93 SHS BERKSHIRE HATHAWAY INC COM USD | $19,338 | $21,564 |
| 15 SHS ALPHABET INC CAP STK CL A | $18,406 | $26,290 |
| 10 SHS AMAZON.COM INC | $18,911 | $32,569 |
| 331.178 SHS APPLE INC COM USD | $18,195 | $43,944 |
| 200.139 SHS MICROSOFT CORP (MSFT) | $28,017 | $44,515 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 167.085 SHS PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF | AT COST | $16,995 | $17,049 |
| 242.607 SHS VANGUARD BD INDEX FUND INC TOTAL BOND | AT COST | $20,352 | $21,396 |
| 2195.446 SHS BLACKROCK LOW DURATION BOND INSTL | AT COST | $20,359 | $21,450 |
| 445.338 SHS CLERABRIDGE SMALL CAP GR CL | AT COST | $17,902 | $22,561 |
| 1333.039 SHS BARON EMERGING MARKETS FUND INSTL | AT COST | $18,499 | $25,408 |
| 490.298 SHS INVESCO DEVELOPING MARKETS Y | AT COST | $21,104 | $26,211 |
| 2461.275 SHS PIMCO INVMT GRADE CREDIT BD FD INST | AT COST | $24,966 | $27,788 |
| 2215.557 SHS WESTERN ASSET CORE BOND FUND CL I | AT COST | $28,664 | $30,242 |
| 321.970 SHS VANGUARD EXTENDED MARKETS INDEX | AT COST | $39,345 | $53,022 |
| 1555.603 SHS WISDOMTREE TR US QUALITY DIVID | AT COST | $72,697 | $83,940 |
| 4969.033 SHS GOLDMAN SACHS GQG PARTNERS INTL OPP I | AT COST | $76,594 | $88,548 |
| 2300.668 SHS ARTISAN INTL VALUE FUND ADVISOR | AT COST | $79,273 | $91,314 |
| 8346.063 SHS ALPS SMITH TOTAL RETURN BOND CL I | AT COST | $90,165 | $95,896 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON INVESTMENTS | Desc |
| Amt | $706 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $15,486 | Amt |
| Net Investment Income | $15,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $13 | $13 | $0 |
| TAXES | $5,400 | $0 | $0 |
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