HELPING HANDS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HELPING HANDS FOUNDATION INC (EIN 81-0636347)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202111199349100411
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T08:40:29-05:00 | 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 | 810636347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELPING HANDS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCHNEIDER DOWNS & CO INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELP | BusinessNameControlTxt |
| Phone | 4126975444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE NO 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH W HAMMEL | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 4126975444 | PhoneNum |
| Signature | 2021-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | HAMMEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | 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 | $15,519,201 | 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 | $5,260 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $336,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $336,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $590,816 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,436,757 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $590,816 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $932,240 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $926,980 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,897 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,992 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,905 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,645 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,820 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $45 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $753,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $753,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $848,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,962 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $854,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,824,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $742,106 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $745,788 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,813,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,153,772 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,328,828 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,840,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,186,005 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,444,585 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,478,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,081,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,519,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,478,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,081,883 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,478,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,081,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,478,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,081,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,478,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $520,532 | OtherIncreasesAmt |
| Subtotal | $12,082,512 | SubtotalAmt |
| Other Decreases | $629 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,081,883 | 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 |
|---|---|---|---|---|---|
| LT UBS FINANCIAL STATEMENT - 96398 | P | $3,293,775 | $2,686,982 | $606,793 | $606,793 |
| ST UBS FINANCIAL STATEMENT - 96398 | P | $142,982 | $158,959 | -$15,977 | -$15,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $590,816 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,506 | 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 | $7,506 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,372 | TaxDueAmt |
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 | DE | 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 |
| Individual With Books | SCHNEIDER DOWNS CO INC | IndividualWithBooksNm |
| Phone | 4126975444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| K HAMMEL | ||||||||
| C/O ONE PPG PLACE | PITTSBURGH | PA | 15222 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| L HAMMEL | ||||||||
| C/O ONE PPG PLACE | PITTSBURGH | PA | 15222 | DIRECTOR/VICE PRESIDENT | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST PRATT STREET 11TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $63,645 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13,057,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $967,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,025,002 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,025,002 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,814,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $690,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $690,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,878 | TotalTaxAmt |
| Distributable Before Adj | $678,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $678,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $678,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,962 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $775,962 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $775,962 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $678,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $487,421 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $775,962 | QualifyingDistributionsAmt |
| Applied To Year1 | $487,421 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $288,541 | 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 | $390,312 | 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 | K HAMMEL | ContributingManagerNm |
| Contributing Manager | L HAMMEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELS OF HOPE | ||||||||
| 7755 22 MILE RD 183280 | SHELBY TWP | MI | 48318 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT | PITTSBURGH | PA | 15224 | N/A | PC | PENNIES FROM HEAVEN FUND | $50,193 | FLOOR 3 |
| CROSSROADS FOUNDATION | ||||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | N/A | PC | GENERAL SUPPORT | $100,289 | |
| GIVE KIDS THE WORLD | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | N/A | PC | GENERAL SUPPORT | $150,592 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $124,881 | |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | N/A | PC | GENERAL SUPPORT | $129,876 | |
| SHRINER'S HOSPITAL FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $7,305 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PC | GENERAL SUPPORT | $49,952 | |
| WINNER'S CIRCLE CHARITIES | ||||||||
| 825 PARKWAY STREET SUITE 8 | JUPITER | FL | 33477 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSEN DRIVE SUITE 400 | PITTSBURGH | PA | 15220 | N/A | PC | YMCA CAMP KON-O-KWEE | $79,924 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $753,012 | 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 | $336,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $590,816 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $926,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $926,980 | 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 Person | KENNETH LINDA HAMMEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 192 SPYGLASS COURT | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,260 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,897 | Amt |
| Net Investment Income | $1,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,905 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONDATE OF GIFT: 8/25/20PROPERTY: 244 SHARES OF IBB STOCK & 77 SHARES OF VCR STOCKBOOK VALUE: $12,665BOOK VALUATION METHOD: PURCHASE PRICEFMV: $50,192FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CROSSROADS FOUNDATIONDATE OF GIFT: 8/25/20PROPERTY: 317 SHARES OF VGT STOCKBOOK VALUE: $20,895BOOK VALUATION METHOD: PURCHASE PRICEFMV: $100,289FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: GIVE KIDS THE WORLDDATE OF GIFT: 8/25/20PROPERTY: 476 SHARES OF VGT STOCKBOOK VALUE: $31,861BOOK VALUATION METHOD: PURCHASE PRICEFMV: $150,592FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: MAKE-A-WISH FOUNDATIONDATE OF GIFT: 8/25/20PROPERTY: 519 SHARES OF VCR STOCKBOOK VALUE: $34,258BOOK VALUATION METHOD: PURCHASE PRICEFMV: $124,881FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: PLACE OF HOPE, INC. DATE OF GIFT: 8/25/20PROPERTY: 540 SHARES OF VCR STOCKBOOK VALUE: $35,628BOOK VALUATION METHOD: PURCHASE PRICEFMV: $129,876FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: ST. JUDE CHILDREN'S RESEARCH HOSPITALDATE OF GIFT: 8/25/20PROPERTY: 208 SHARES OF VCR STOCKBOOK VALUE: $13,703BOOK VALUATION METHOD: PURCHASE PRICEFMV: $49,952FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: SHINER'S HOSPITAL FOR CHILDRENDATE OF GIFT: 8/25/20PROPERTY: 23 SHARES OF VGT STOCKBOOK VALUE: $1,546BOOK VALUATION METHOD: PURCHASE PRICEFMV: $7,305FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: YMCA OF GREATER PITTSBURGHDATE OF GIFT: 8/25/20PROPERTY: 332 SHARES OF VCR STOCKBOOK VALUE: $21,925BOOK VALUATION METHOD: PURCHASE PRICEFMV: $79,924FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,637 SHS ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF | $933,810 | $1,054,899 |
| 2,501 SHS ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF | $226,847 | $218,337 |
| 4,093 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $203,184 | $217,338 |
| 1,261 SHS ISHARES JP MORGAN USD EM CORPORATE BOND ETF | $143,216 | $146,163 |
| 3,966 SHS SPDR BLOOMBERG BARCLAYS INT CP B ETF | $128,189 | $150,311 |
| 13,622 SHS SPDR BLOOMEBERG BARCLAYS SHORT TERM HIGH YIELD ETF | $380,384 | $367,113 |
| 12,403 SHS VANGUARD SHORT TERM CORPORATE BOND ETF | $996,123 | $1,032,550 |
| 2,802 ISHARES FLOATING RATE BOND ETF | $142,019 | $142,117 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 7,756 SHS COMM SERVICES SELECT SECTOR | AT COST | $391,144 | $523,375 |
| 4,999 SHS ISHARES CORE S&P MIDCAP ETF | AT COST | $413,345 | $459,408 |
| 1,094 SHS ISHARES EDGE MSCI USA QUALITY FACTOR ETF | AT COST | $65,826 | $127,134 |
| 1,855 SHS MATERIALS SELECT SECTOR SPDR TRUST ETF | AT COST | $91,357 | $134,283 |
| 2,479 SHS VANGUARD CONSUMER DISCRETIONARY ETF | AT COST | $454,496 | $682,171 |
| 1,607 SHS VANGUARD CONSUMER STAPLES ETF | AT COST | $190,695 | $279,489 |
| 7,290 SHS VANGUARD FINANCIALS ETF | AT COST | $310,046 | $531,077 |
| 3,277 SHS VANGUARD HEALTH CARE ETF | AT COST | $199,263 | $733,163 |
| 4,350 SHS VANGUARD INFORMATION TECHNOLOGY ETF | AT COST | $1,068,062 | $1,538,987 |
| 2,421 SHS VANGUARD INDUSTRIALS ETF | AT COST | $161,479 | $411,546 |
| 1,249 SHS VANGUARD ENERGY ETF | AT COST | $95,813 | $64,773 |
| 10,309 SHS VANGUARD FTSE PAC ETF | AT COST | $584,047 | $820,493 |
| 14,518 SHS VANGUARD FTSE EUROPE ETF | AT COST | $735,335 | $874,564 |
| 18,788 SHS VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $744,208 | $941,467 |
| 22,233 SHS VANGUARD FTSE DEVELOPED MKT ETF | AT COST | $890,014 | $1,049,620 |
| 25,000 SHS STARWOOD REAL ESTATE INCOME TRUST INC. ESCROW | AT COST | $500,000 | $458,084 |
| 39,920 SHS BLACKSTONE REAL ESTATE INCOME TRUST IN CL A/O 11/30/18 | AT COST | $400,000 | $535,000 |
| 2,409 SHS ISHARES CORE S&P MIDCAP | AT COST | $358,046 | $553,660 |
| 2,140 SHS ISHARES RUSSEL MID-CAP GROWTH | AT COST | $186,616 | $219,671 |
| 2,124 SHS ISHARES MSCI USA MOMENTUM FACTOR ETF | AT COST | $185,898 | $342,580 |
| 3,060 SHS REAL ESTATE SELECT SECT SPDR ETF | AT COST | $111,277 | $111,874 |
| 832 SHS UTILITIES SECTOR SPDR FUND ETF | AT COST | $49,038 | $52,166 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $629 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $45 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $520,532 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $63,645 | Amt |
| Net Investment Income | $63,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAYMENTS | CategoryTxt |
| Amt | $6,820 | Amt |
| Net Investment Income | $6,820 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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