PETERSON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PETERSON FAMILY FOUNDATION (EIN 25-6892846)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202121309349101047
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T10:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 256892846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETERSON FAMILY FOUNDATION-TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 4122341634 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4122341634 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN P HANLON | PreparerPersonNm |
| PTIN | P00965923 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2021-05-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,614,578 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $500,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,521 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $106,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,839 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,745 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,247 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,498 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $472 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,490 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,095,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,061,008 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,601,088 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,120,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,074,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,614,578 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,120,071 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,074,498 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,120,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,074,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,120,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,074,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,120,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,074,500 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,074,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 759.301 BNY MELLON BOND FD CL M | 2019-08-30 | 2020-02-04 | $10,000 | $9,882 | $118 | $118 | |
| 3206.107 BNY MELLON BOND FD CL M | 2019-12-24 | 2020-03-31 | $42,000 | $41,605 | $395 | $395 | |
| 36.615 BNYM SEL MGR S/C VAL-Y | 2019-12-31 | 2020-03-31 | $587 | $833 | -$246 | -$246 | |
| 275.3 BNYM SEL MGR S/C VAL-Y | 2009-12-17 | 2020-03-31 | $4,413 | $4,963 | -$550 | -$550 | |
| 132.453 BNYM INTL STCK-Y | 2019-12-31 | 2020-03-31 | $2,405 | $2,768 | -$363 | -$363 | |
| 1519.529 BNYM INTL STCK-Y | 2013-12-19 | 2020-03-31 | $27,595 | $23,106 | $4,489 | $4,489 | |
| 212.089 BNYM OPPORT SM CAP-Y | 2015-12-16 | 2020-03-31 | $4,000 | $5,169 | -$1,169 | -$1,169 | |
| 417.537 BNYM INTL SMALL CAP-Y | 2015-07-21 | 2020-03-31 | $4,000 | $5,812 | -$1,812 | -$1,812 | |
| 194.426 OAKMARK INTERNATIONAL-INST | 2019-12-30 | 2020-03-31 | $3,000 | $4,839 | -$1,839 | -$1,839 | |
| 50.313 VIRTUS EMERGING MKTS OPPOR-I | 2013-12-20 | 2020-03-31 | $444 | $457 | -$13 | -$13 | |
| 7486.877 BNY MELLON CORP BOND-M | 2012-12-18 | 2020-12-21 | $103,993 | $96,954 | $7,039 | $7,039 | |
| 225.737 BNY MELLON INTERMEDIATE BOND FD CL M | 2020-06-30 | 2020-12-21 | $2,955 | $2,951 | $4 | $4 | |
| 7316.925 BNY MELLON INTERMEDIATE BOND FD CL M | 2013-10-31 | 2020-12-21 | $95,779 | $94,022 | $1,757 | $1,757 | |
| 96.757 BNY MELLON INTERMEDIATE BOND FD CL M | 2020-02-28 | 2020-12-21 | $1,267 | $1,248 | $19 | $19 | |
| 1630.007 BNYM DYN TTL RTRN-Y | 2012-12-19 | 2020-12-21 | $27,433 | $21,002 | $6,431 | $6,431 | |
| 420.837 BNYM GLBL RL EST SEC-Y | 2019-12-26 | 2020-12-21 | $3,598 | $3,771 | -$173 | -$173 | |
| 865.713 BNYM GLBL RL EST SEC-Y | 2011-12-16 | 2020-12-21 | $7,402 | $6,118 | $1,284 | $1,284 | |
| 16.653 DFA EMERG MKTS CORE EQUITY | 2020-12-14 | 2020-12-21 | $392 | $389 | $3 | $3 | |
| 1257.773 DFA EMERG MKTS CORE EQUITY | 2012-12-18 | 2020-12-21 | $29,608 | $26,808 | $2,800 | $2,800 | |
| 118.785 ASG MANAGED FUTURES STRAT-Y | 2019-12-30 | 2020-12-21 | $1,244 | $1,113 | $131 | $131 | |
| 2434.951 ASG MANAGED FUTURES STRAT-Y | 2012-12-19 | 2020-12-21 | $25,494 | $22,205 | $3,289 | $3,289 | |
| 4526.54 ASG GLOBAL ALTERNATIVES FUND-Y | 2017-12-22 | 2020-12-21 | $49,792 | $51,006 | -$1,214 | -$1,214 | |
| 931.934 ASG GLOBAL ALTERNATIVES FUND-Y | 2019-12-24 | 2020-12-21 | $10,251 | $10,709 | -$458 | -$458 | |
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,599 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,239 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,239 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,239 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,841 | OverpaymentAmt |
| Applied To ES Tax | $620 | AppliedToESTaxAmt |
| Refund | $1,221 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122341634 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GREGORY D GERLACH | ||||||
| 1517 BRIMFIELD DRIVE | SEWICKLEY | PA | 15143 | CO-TRUSTEE | 1 | $7,500 |
| BNY MELLON N A | ||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | CO-TRUSTEE | 0 | $21,245 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,380,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,662 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,395,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,395,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,359,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,239 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,239 | TotalTaxAmt |
| Distributable Before Adj | $116,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $131,498 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $131,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,368 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,498 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $109,130 | 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 | $7,625 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
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 | ANNETTE CALGARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT STREET SUITE 3825 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122341634 | RecipientPhoneNum |
| Form And Info And Materials | PROVIDED UPON INITIAL CONTACT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROVIDED UPON INITIAL CONTACT | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANIMAL WELFARE ORGANIZATIONS OR ANIMAL WELFARE PROJECTS IN S | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HUMANE ANIMAL RESCUE | |||||||
| 6926 HAMILTON AVENUE | PITTSBURGH | PA | 15208 | NONE | PC | GENERAL OPERATING | $25,000 |
| WASHINGTON AREA HUMANE SOCIETY | |||||||
| 1527 PA-136 | EIGHTY FOUR | PA | 15330 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 |
| BEAVER COUNTY HUMANE SOCIETY | |||||||
| 3394 BRODHEAD RD | ALIQUIPPA | PA | 15001 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 |
| ANIMAL FRIENDS | |||||||
| 562 CAMP HORNE RD | Pittsburgh | PA | 15237 | NONE | PC | GENERAL OPERATING EXPENSES | $25,000 |
| NATIONAL AVIARY | |||||||
| 700 ARCH ST | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL OPERATING EXPENSES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,394 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,915 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05569M301 BNY MELLON INCOME ST | AT COST | $80,727 | $107,151 |
| 05569M368 BNY MELLON CORP BOND | |||
| 05569M475 BNY MELLON FOCUSED E | AT COST | $75,697 | $124,725 |
| 05569M830 BNY MELLON BOND FD C | AT COST | $341,460 | $368,307 |
| 63872T885 ASG GLOBAL ALTERNATI | |||
| 05569M814 BNY MELLON INTERMEDI | AT COST | $154,155 | $159,468 |
| 233203421 DFA EMERG MKTS CORE | AT COST | $77,329 | $98,092 |
| 63872T729 ASG MANAGED FUTURES | |||
| 92828W361 VIRTUS EMERGING MKTS | |||
| 921075297 VAN ECK CM COMMODITY | AT COST | $27,707 | $18,298 |
| 05587N794 BNYM GLBL RL RTRN -Y | AT COST | $61,788 | $70,056 |
| 05588M100 BNYM MIDCAP INDEX FU | AT COST | $106,803 | $124,037 |
| 05587K832 BNYM US EQUITY FUND- | AT COST | $114,532 | $216,831 |
| 05589K863 BNYM INST SP 500 STC | AT COST | $264,666 | $444,401 |
| 00771X419 G Q G PART EMERG MKT | AT COST | $28,413 | $37,668 |
| 05588E850 BNY MELLON HIGH YIEL | AT COST | $62,396 | $62,807 |
| 701765505 PARNASSUS MID CAP FU | AT COST | $101,306 | $116,394 |
| 05587K857 BNYM INTL STCK-Y | AT COST | $56,519 | $89,822 |
| 05588F709 BNYM GLBL RL EST SEC | AT COST | $20,426 | $26,416 |
| 05589K400 BNYM FLTNG RT INC-Y | AT COST | $64,359 | $62,454 |
| 05587N505 BNYM DYN TTL RTRN-Y | |||
| 09661F701 BNYM INTL SMALL CAP- | AT COST | $29,069 | $30,682 |
| 413838723 OAKMARK INTERNATIONA | AT COST | $105,161 | $110,104 |
| 05587K824 BNYM SEL MGR S/C VAL | AT COST | $32,093 | $49,571 |
| 05587N737 BNYM OPPORT SM CAP-Y | AT COST | $36,069 | $53,042 |
| 87234N765 TCW EMERGING MARKETS | AT COST | $50,208 | $50,268 |
| 367829884 GATEWAY TR | AT COST | $75,000 | $75,246 |
| 64128R608 NEUBERGER BERMAN LON | AT COST | $75,000 | $75,363 |
| 14064D873 F&T BHVRL SM CAP EQ- | AT COST | $20,125 | $29,885 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $396 | $396 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $189 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $3,080 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $76 | $76 | $0 |
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