MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: MYLES D AND J FAYE SAMPSON FAMILY FOUNDATION (EIN 25-6407379)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-07
IRS object ID: 202111279349101136
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-07T11:43:49-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271728945	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PKF O'CONNOR DAVIES LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 MAMARONECK AVENUE	AddressLine1Txt
City	HARRISON	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	105281633	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	256407379	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MYLES D & J FAYE SAMPSON FAMILY FOUNDATI	BusinessNameLine1Txt
Business Name Line2	FOUNDATIONC/O INTENTIONAL PHILANTHROPHY	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MYLE	BusinessNameControlTxt
Phone	3017614433	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3 BETHESDA METRO CENTER NO 960	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208146345	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KRISTY S RODRIGUEZ	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3017614433	PhoneNum
Signature	2021-05-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	KRISTY	PersonFirstNm
Person Last	RODRIGUEZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CHRISTOPHER PETERMANN	PreparerPersonNm
PTIN	P00097440	PTIN
Phone	9143818900	PhoneNum
Preparation	2021-05-05	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	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	$35,502,970	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	$34,784	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,597	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,597	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$427,536	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$427,536	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$316,316	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$8,919,512	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$316,316	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$780,233	TotalRevAndExpnssAmt
Total Net Invst Incm	$745,449	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$7,901	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$7,901	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$605	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$605	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$6,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$224,148	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$77,748	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$146,400	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$10,924	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$775	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$775	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$9,766	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$9,766	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$260,119	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$77,748	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$171,447	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,438,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,438,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,698,619	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$77,748	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,609,947	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$918,386	ExcessRevenueOverExpensesAmt
Net Investment Income	$667,701	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$310,797	CashBOYAmt
Sav And Temp Cash Invst BOY	$828,245	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$936,801	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$936,801	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$206,096	CorporateStockBOYAmt
Corporate Stock EOY	$214,624	CorporateStockEOYAmt
Corporate Stock EOYFMV	$194,779	CorporateStockEOYFMVAmt
Other Investments BOY	$30,033,427	OtherInvestmentsBOYAmt
Other Investments EOY	$29,308,754	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$34,121,390	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$250,000	OtherAssetsBOYAmt
Other Assets EOY	$250,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$250,000	OtherAssetsEOYFMVAmt
Total Assets BOY	$31,628,565	TotalAssetsBOYAmt
Total Assets EOY	$30,710,179	TotalAssetsEOYAmt
Total Assets EOYFMV	$35,502,970	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$31,628,565	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$30,710,179	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$31,628,565	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$30,710,179	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$31,628,565	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$30,710,179	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$31,628,565	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$918,386	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$30,710,179	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$30,710,179	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES	P	$8,597,467	$8,603,196	-$5,729	-$5,729
CAPITAL GAINS DIVIDENDS	P	$322,045		$322,045	$322,045

Field	Value	IRS element (for citing)
Capital Gain Net Income	$316,316	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$9,281	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$9,281	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$9,281	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,000	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	$10,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$719	OverpaymentAmt
Applied To ES Tax	$719	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.THESAMPSONFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	INTENTIONAL PHILANTHROPY LLC	IndividualWithBooksNm
Phone	3017614433	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3 BETHESDA METRO CENTER SUITE 960	AddressLine1Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	208146345	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KRISTY S RODRIGUEZ
3 BETHESDA METRO CENTER SUITE 960	BETHESDA	MD	20814	PRESIDENT/LEAD TRUSTEE	5.00	$7,901	$0	$0
KATHERINE S MCBRIDE
3 BETHESDA METRO CENTER SUITE 960	BETHESDA	MD	20814	SECRETARY/TRUSTEE	1.00	$0	$0	$0
J FAYE SAMPSON
3 BETHESDA METRO CENTER SUITE 960	BETHESDA	MD	20814	TRUSTEE	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
INTENTIONAL PHILANTHROPY LLC
3 BETHESDA METRO CENTER SUITE 960	BETHESDA	MD	20814	ADMIN, MGMT, AND CONSULTING	$146,400
SYNTRINSIC INVESTMENT COUNSEL
1899 WYNKOOP STREET - SUITE 315	DENVER	CO	80202	INVESTMENT MANAGEMENT	$77,748

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	$30,862,796	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,160,626	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$32,023,422	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$32,023,422	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$480,351	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$31,543,071	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,577,154	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,577,154	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$9,281	TaxBasedOnInvestmentIncomeAmt
Total Tax	$9,281	TotalTaxAmt
Distributable Before Adj	$1,567,873	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,567,873	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,567,873	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,609,947	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,609,947	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,609,947	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,567,873	DistributableAsAdjustedAmt
Undistributed Income PY	$777,920	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,609,947	QualifyingDistributionsAmt
Applied To Year1	$777,920	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$832,027	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	$735,846	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	J FAYE SAMPSON	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
YMCA OF GREATER PITTSBURGH
FOSTER PLAZA 10 680 ANDERSEN DRIVE	SUITE 400	PITTSBURGH	PA	15220	N/A	PC	SAMPSON FAMILY YMCA TEACHING KITCHEN	$45,000
UPMC CANCERCENTER
128 NORTH CRAIG STREET 133 PARK	PLAZA	PITTSBURGH	PA	15260	N/A	PC	UPMC WELLNESS AND INTEGRATIVE ONCOLOGY PROGRAM (WIOP)	$100,000
UNIVERSITY OF ARIZONA FOUNDATION FOR THE BENEFIT OF AZ CENTER FOR INTEGRATI
1111 N CHERRY AVE		TUCSON	AZ	857210109	N/A	PC	HEALTH PROFESSIONAL SCHOLARSHIPS AND A WELLNESS LITERACY COURSE FOR UNIVERSITY UNDERGRADUATES	$100,000
TSPC DBA A PLACE TO BE
8 NORTH JAY STREET		MIDDLEBURG	VA	20117	N/A	PC	CONTRIBUTION TOWARD MATCHING GRANT OPPORTUNITY	$10,000
TOGETHER RISING
2589 HOLLY MANOR DR		FALLS CHURCH	VA	22043	N/A	PC	2020 GENERAL OPERATING SUPPORT	$2,500
THIS GENERATION CONNECT
PO BOX 8301		PITTSBURGH	PA	152180301	N/A	PC	GENERAL OPERATING SUPPORT 2020	$5,000
THE OCEAN CLEANUP NORTH PACIFIC FOUNDATION
DEPT LA 24875		PASADENA	CA	911854875	N/A	PC	GENERAL OPERATING SUPPORT	$5,000
THE MIDWIFE CENTER FOR BIRTH & WOMEN'S HEALTH
2831 PENN AVENUE		PITTSBURGH	PA	15222	N/A	PC	OPERATION SUPPORT	$75,000
SISTERSONG WOMEN OF COLOR REPRODUCTIVE JUSTICE COLLECTIVE
1237 RALPH D ABERNATHY BLVD SW		ATLANTA	GA	30310	N/A	PC	BLACK MAMAS MATTER ALLIANCE	$5,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST SUITE 1250		OAKLAND	CA	94612	N/A	PC	PENNSYLVANIA CHAPTER 100% CLEAN ENERGY	$25,000
SHADY SIDE ACADEMY
423 FOX CHAPEL ROAD		PITTSBURGH	PA	15238	N/A	PC	B&G FUND IN MEMORY OF RICHARD PERKINS	$1,000
SAFE IN AUSTIN RESCUE RANCH
14601 HONEYCOMB DR		LEANDER	TX	78641	N/A	PC	GENERAL OPERATING SUPPORT	$2,000
REAL FOOD FOR KIDS
PO BOX 50002		ARLINGTON	VA	22205	N/A	PC	GENERAL OPERATING SUPPORT	$50,000
REAL FOOD FOR KIDS
PO BOX 50002		ARLINGTON	VA	22205	N/A	PC	2020 GIVING TUESDAY MATCHING GRANT	$10,000
REAL FOOD FOR KIDS
PO BOX 50002		ARLINGTON	VA	22205	N/A	PC	MARCH 2020 COVID-19 RAPID RESPONCE PROGRAM	$5,000
POISE FOUNDATION
TWO GATEWAY CENTER 603 STANWIX	STREET SUITE 1700	PITTSBURGH	PA	15222	N/A	PC	EAT INITIATIVE SUPPORT	$5,000
PLAYERS PHILANTHROPY FUND
1122 KENILWORTH DR STE 201		TOWSON	MD	21204	N/A	PC	ITS A PENALTY CAMPAIGN	$5,000
PITTSBURGH PUBLIC THEATER CORPORATION
621 PENN AVENUE		PITTSBURGH	PA	15222	N/A	PC	2020 GENERAL OPERATING	$5,000
PITTSBURGH PUBLIC THEATER CORPORATION
621 PENN AVENUE		PITTSBURGH	PA	15222	N/A	PC	SAMPSON GIFT 2020	$15,000
PITTSBURGH GREEN INNOVATORS
1435 BEDFORD AVENUE		PITTSBURGH	PA	15219	N/A	PC	THE EAT INITIATIVE'S THIRD MEAL PROJECT	$20,000
PITTSBURGH CARES
3505 BUTLER STREET		PITTSBURGH	PA	15201	N/A	PC	YOUTH ENGAGED IN SERVICE (YES)	$20,000
MAMATOTO VILLAGE INC
311 47TH ST NE		WASHINGTON	DC	20019	N/A	PC	GENERAL OPERATING 2020	$3,000
LOVE JUSTICE INTERNATIONAL
PO BOX 67195		LINCOLN	NE	68506	N/A	PC	GENERAL OPERATING SUPPORT	$2,000
LANGLEY SCHOOL INC
1411 BALLS HILL RD		MCLEAN	VA	22101	N/A	PC	BUILDING CAMPAIGN - 2020	$10,000
KISS THE GROUND
PO BOX 515381 PMB 63508		LOS ANGELES	CA	90051	N/A	PC	FARMER'S FOOTPRINT SUPPORT	$2,500
KARMA HONEY PROJECT
6815 BISCAYNE BLVD STE 103 459		MIAMI	FL	33138	N/A	PC	GENERAL OPERATING	$3,000
ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC
PO BOX 61227		PALO ALTO	CA	94306	N/A	PC	SUPPORTING VENEZUELAN IMMIGRANTS IN COLUMBIA	$2,500
INDIGENOUS ENVIRONMENTAL NETWORK
PO BOX 485		BEMIDJI	MN	56619	N/A	PC	GENERAL OPERATING SUPPORT	$5,000
HILL DISTRICT CONSENSUS GROUP
1835 CENTRE AVE C/O HILL HOUSE	CENTER	PITTSBURGH	PA	15219	N/A	PC	BLACK URBAN GARDENERS AND FARMERS OF PITTSBURGH	$5,000
HARVARD TH CHAN SCHOOL OF PUBLIC HEALTH DBA PRESIDENT AND FELLOWS OF HARVA
PO BOX 419209		BOSTON	MA	02241	N/A	PC	TEACHING KITCHEN RESEARCH FUND 2020	$100,000
GROW PITTSBURGH
6587 HAMILTON AVENUE 2 W		PITTSBURGH	PA	15206	N/A	PC	SCHOOL GARDEN AND EARLY CHILDHOOD PROGRAMMING	$75,000
GIVEBACK YOGA FOUNDATION MINDFUL YOGA THERAPY
900 BASELINE RD 13B		BOULDER	CO	80302	N/A	PC	MINDFUL YOGA THERAPY	$30,000
GIVE BACK YOGA FOUNDATION EAT BREATHE THRIVE
900 BASELINE ROAD COTTAGE 13B		BOULDER	CO	803027547	N/A	PC	EAT BREATHE THRIVE CORE OPERATIONS	$70,000
FRACTRACKER ALLIANCE
704 LISBURN ROAD SUITE 102		CAMP HILL	PA	17011	N/A	PC	PROTECTING APPALACHIA FROM PETROCHEMICAL DEVELOPMENT	$25,000
FOR THE LOVE OF A BOXER RESCUE & SANCTUARY
W7512 NUMBER 9 RD		WALLACE	MI	49893	N/A	PC	GENERAL OPERATING SUPPORT	$2,000
FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN ST 2ND FLOOR		LONGMONT	CO	80501	N/A	PC	GENERAL OPERATING SUPPORT 2020	$5,000
FAMILY HOUSE
5001 BAUM BLVD SUITE 545		PITTSBURGH	PA	15213	N/A	PC	GENERAL OPERATING SUPPORT 2020	$3,000
FAMILY HOUSE
5001 BAUM BLVD SUITE 545		PITTSBURGH	PA	15213	N/A	PC	HEALTHY EATING PROGRAM AND GUEST ASSISTANCE	$60,000
FAIR SHAKE ENVIRONMENTAL LEGAL SERVICES
5614 ELGIN STREET		PITTSBURGH	PA	15206	N/A	PC	COMMUNITY OUTREACH AND PLANNING	$35,000
DOG TAG BAKERY INC
3206 GRACE STREET NW		WASHINGTON	DC	20007	N/A	PC	DOG TAG FELLOWSHIP PROGRAM	$25,000
COMMUNITY KITCHEN PITTSBURGH
107 FLOWERS AVE		PITTSBURGH	PA	15207	N/A	PC	COMMUNITY KITCHEN PITTSBURGH FOOD EDUCATION	$75,000
COMMUNITY FOUNDATION OF GREATER JOHNSTOWN DBA COMMUNITY FOUNDATION FOR THE
216 FRANKLIN ST SUITE 400		JOHNSTOWN	PA	15901	N/A	PC	SOUTHWESTERN PENNSYLVANIA SCHOOL FOOD TRAINING PROGRAM	$25,000
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVENUE		WASHINGTON	DC	20005	N/A	PC	GIVING TUESDAY MAY 2020 REQUEST - GENERAL OPERATING	$20,000
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVENUE		WASHINGTON	DC	20005	N/A	PC	COLORECTAL CANCER INTEGRATIVE MEDICINE PROGRAM (CRC IMP)	$100,000
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVENUE		WASHINGTON	DC	20005	N/A	PC	BLUE HOPE BASH MATCHING GRANT	$5,000
CENTER FOR POPULAR DEMOCRACY - ONE PENNSYLVANIA
12406 HILLSIDE AVE APT C4		RICHMOND HILL	NY	11418	N/A	PC	ENVIRONMENTAL JUSTICE COMMUNITY ORGANIZING	$25,000
CENTER FOR MIND BODY MEDICINE
5225 CONNECTICUT AVENUE NW SUITE	415	WASHINGTON	DC	20015	N/A	PC	COVID19 EMERGENCY RESPONSE FOR HEALTH AND HEALING	$75,000
CENTER FOR HUMANE TECHNOLOGY
995 MARKET ST STE 312		SAN FRANCISCO	CA	941031702	N/A	PC	GENERAL OPERATING	$3,000
CENTER FOR COALFIELD JUSTICE
PO BOX 4023		WASHINGTON	PA	15301	N/A	PC	CULTIVATING YOUTH LEADERSHIP IN FRONTLINE COMMUNITIES	$50,000
BUCKNELL UNIVERSITY
301 MARKET ST SUITE 2		LEWISBURG	PA	17837	N/A	PC	JAMES D. HOSTETLER OUTDOOR EDUCATION AND LEADERSHIP FUND	$20,000
BLACK HILLS REGIONAL SKI FOR LIGHT
PO BOX 3707		RAPID CITY	SD	57709	N/A	PC	2020 ANNUAL SKI EVENT	$5,000
AMERICAN IMMIGRATION COUNCIL
1331 G STREET SUITE 200		WASHINGTON	DC	20005	N/A	PC	IMMIGRATION JUSTICE CAMPAIGN	$30,000
ALLIES FOR HEALTH WELLBEING
5913 PENN AVENUE		PITTSBURGH	PA	15206	N/A	PC	GENERAL OPERATING SUPPORT 2020	$5,000
ADOPT A BOXER RESCUE
18 HILLCREST DR C/O DAWN M KARAM		DICKSON CITY	PA	18447	N/A	PC	GENERAL OPERATING SUPPORT	$2,000
5A ELITE YOUTH EMPOWERMENT
620 BROADHEAD AVENUE SUITE 304		PITTSBURGH	PA	15205	N/A	PC	PEACEBUILDER INSTITUTE HUB & SPOKE INFRASTRUCTURE PILOT	$20,000
5A ELITE YOUTH EMPOWERMENT
620 BROADHEAD AVENUE SUITE 304		PITTSBURGH	PA	15205	N/A	PC	GENERAL OPERATING SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,438,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,597	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$427,536	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$316,316	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$745,449	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$745,449	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SAMPSON MORRIS GROUP	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2500 ELDO ROAD SUITE 1	AddressLine1Txt
City	MONROEVILLE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15146	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$34,784	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$6,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$6,000	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	7,841.331 SH OF S&T BANCORP STOCK	StockNm
EOY Book Value	$214,624	EOYBookValueAmt
EOYFMV	$194,779	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
73,662.719 SH OF BOSTON TRUST WALDEN MIDCAP FUND	AT COST	$1,285,599	$1,451,892
69,068.119 SH OF CALVERT EMERGING MARKETS EQUITY	AT COST	$1,151,690	$1,537,456
314,603.418 SH OF QUALIFIED INVESTMENT FUND INSTUTIONAL CLASS	AT COST	$3,334,859	$3,407,155
114,724.068 SH OF GATEWAY FUND CLASS Y	AT COST	$3,738,583	$4,213,815
104,894.485 SH OF HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO	AT COST	$2,205,112	$2,981,101
173,470.520 SH OF LAZARD INTERNATIONAL STRATEGIC EQUITY PORTFOLIO	AT COST	$2,458,084	$2,919,509
40,474.945 SH OF PARNASSUS CORE EQUITY FUND INSTITUTIONAL CL	AT COST	$1,671,479	$2,175,528
87,339.787 SH OF PAX GLOBAL ENVIRONMENTAL MARKETS FUND INST CL	AT COST	$1,394,816	$1,854,224
94,266.000 SH OF ISHARES TR MSCI KLD 400 SOCIAL	AT COST	$5,234,101	$6,743,790
630,712.185 SH OF TIAA-CREF CORE IMPACT BOND INSTITUTINAL CLASS	AT COST	$6,834,431	$6,836,920

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM RELATED INVESTMENT	Desc
BOY Book Value	$250,000	BOYBookValueAmt
EOY Book Value	$250,000	EOYBookValueAmt
EOYFMV	$250,000	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$66	$0	$66
PAYROLL SERVICE FEE	$752	$0	$752
DUES AND SUBSCRIPTIONS	$2,890	$0	$2,890
OFFICE SUPPLIES	$5,008	$0	$5,008
INSURANCE	$750	$0	$750
WEBSITE DEVELOPMENT	$300	$0	$300

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTENTIONAL PHILANTHROPY LLC - FOUNDATION MANAGEMENT	$146,400	$0	$146,400
S&T BANCORP, INC. - INVESTMENT MANAGEMENT FEES	$14	$14	$0
SYNTRINSIC - INVESTMENT MANAGEMENT FEES	$77,734	$77,734	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAXES	CategoryTxt
Amt	$10,924	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt