EDEN HALL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDEN HALL FOUNDATION (EIN 25-1384468)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-04
- IRS object ID
- 202113099349100106
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-04T04:10:40-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251384468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEN | BusinessNameControlTxt |
| Phone | 4126426697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Grant Street Room 5050 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYLVIA FIELDS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Signature | 2021-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SYLVIA | PersonFirstNm |
| Person Last | FIELDS | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG BREERWOOD CPA | PreparerPersonNm |
| PTIN | P00862345 | PTIN |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2021-05-08 | 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 | $247,298,109 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $912 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $912 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,695,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,695,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,541,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,807,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,541,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $563,675 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,801,919 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,238,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $589,709 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $228,626 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $361,083 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $260,735 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $113,055 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $147,680 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $148,515 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $64,395 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,120 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $310 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $21,880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,975 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,975 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $163,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,556 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $21,677 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $135,427 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,733 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $109,694 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,563 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,921 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,642 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $247,141 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74,805 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $170,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,606,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $525,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $954,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,289,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,289,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,896,328 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $525,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,244,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,094,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,713,153 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,700,113 | CashBOYAmt |
| Cash EOY | $853,606 | CashEOYAmt |
| Cash EOYFMV | $853,606 | CashEOYFMVAmt |
| Corporate Stock BOY | $107,124,302 | CorporateStockBOYAmt |
| Corporate Stock EOY | $112,176,849 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $234,625,988 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,033,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,033,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,222,127 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $505,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $424,552 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $424,552 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $261,701 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $147,910 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $133,894 | LandBOYAmt |
| Land EOY | $113,791 | LandEOYAmt |
| Land EOYFMV | $113,791 | LandEOYFMVAmt |
| Other Assets BOY | $58,045 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,045 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,045 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,555,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,660,116 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $247,298,109 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $11,407 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,067,540 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,250,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $70,213 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $230,627 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,137,753 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,492,034 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $107,417,740 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $117,168,082 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $107,417,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $117,168,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,555,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,660,116 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $107,417,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,094,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,173,012 | OtherIncreasesAmt |
| Subtotal | $111,496,343 | SubtotalAmt |
| Other Decreases | -$5,671,739 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $117,168,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Boeing Co | P | 2020-04-14 | $2,513,000 | $690,149 | $1,822,851 | $1,822,851 |
| Schlumberger | P | 2020-08-14 | $1,405,674 | $3,029,785 | -$1,624,111 | -$1,624,111 |
| Weyerhaeuser | P | 2020-10-27 | $2,774,139 | $2,026,290 | $747,849 | $747,849 |
| Weyerhaeuser | P | 2020-10-29 | $2,114,579 | $1,519,718 | $594,861 | $594,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,541,450 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,113 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121,113 | SubtotalAmt |
| Tax Based On Investment Income | $121,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $128,000 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $128,000 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $433 | EsPenaltyAmt |
| Overpayment | $6,454 | OverpaymentAmt |
| Applied To ES Tax | $6,454 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.edenhallfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126426697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET SUITE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| GEORGE C GREER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | CHAIRMAN AND PRESIDENT | 002.00 | $30,000 | |
| JOHN M MAZUR | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. TREASURER | 030.00 | $150,000 | |
| MARGARET P JOY | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. SECRETARY | 002.00 | $30,000 | |
| LAURA S FISHER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| CHARLES J STOUT | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| SYLVIA V FIELDS | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | EXECUTIVE DIRECTOR | 040.00 | $319,709 | $69,199 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA M CHATKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROG. OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $109,537 | CompensationAmt |
| Employee Benefits | $27,283 | EmployeeBenefitsAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $247,631,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,560,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $181,888 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $249,373,790 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $249,373,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,740,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $245,633,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,281,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,281,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121,113 | TotalTaxAmt |
| Distributable Before Adj | $12,160,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,160,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,160,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,244,521 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,244,521 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,244,521 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,160,546 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,187,521 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,348,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,071,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $874,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,482,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,244,521 | QualifyingDistributionsAmt |
| Applied To Current Year | $12,160,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,975 | RemainingDistriFromCorpusAmt |
| Total Corpus | $22,566,371 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,187,521 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,378,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,348,843 | ExcessFromYear4Amt |
| Excess From Year2 | $1,071,524 | ExcessFromYear2Amt |
| Excess From Year1 | $874,508 | ExcessFromYear1Amt |
| Excess From Current Year | $83,975 | 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 | SYLVIA V FIELDS EDEN HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION 600 GRANT ST STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126426697 | RecipientPhoneNum |
| Form And Info And Materials | Submissions are accepted in writing either by mail or online submission | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling | SubmissionDeadlinesTxt |
| Restrictions On Awards | None - Board determines awards | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $11,289,840 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,289,840 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $912 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,695,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,541,450 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| Grants Returned | 01 | $550,000 |
| Miscellaneous Income | 01 | $13,675 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,238,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $563,675 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,801,919 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $21,880 | Amt |
| Disbursements Charitable Prps | $21,880 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $7,033,273 | EOYBookValueAmt |
| EOYFMV | $11,222,127 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $112,176,849 | EOYBookValueAmt |
| EOYFMV | $234,625,988 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Accrued Dvidends Receivable | CategoryOrItemTxt |
| Book Value | $424,552 | BookValueAmt |
| EOYFMV | $424,552 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Leasehold Improvements | $255,201 | $146,827 | $108,374 | $108,374 |
| Auto Lease | $6,500 | $1,083 | $5,417 | $5,417 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $310 | LegalFeesAmt |
| Disbursements Charitable Prps | $310 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Artwork | Desc |
| BOY Book Value | $58,045 | BOYBookValueAmt |
| EOY Book Value | $58,045 | EOYBookValueAmt |
| EOYFMV | $58,045 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Net change in grants awarded | -$5,817,540 |
| To restate beginning net assets to record deferred compensation liability | $145,801 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office supplies | $2,213 | $443 | $1,770 |
| Computer | $35,966 | $7,192 | $28,774 |
| Telephone | $6,501 | $1,300 | $5,201 |
| Plant care | $1,511 | $1,511 | |
| Website Design | $1,450 | $290 | $1,160 |
| Dues | $54,524 | $54,524 | |
| Postage | $3,396 | $1,472 | $1,924 |
| Vehicle expenses | $15,494 | $15,494 | |
| Payroll processing fees | $4,617 | $2,002 | $2,615 |
| Copier | $3,241 | $648 | $2,593 |
| Bank trust fees | $50,477 | $50,477 | |
| Shredding and Storage | $1,661 | $332 | $1,329 |
| Insurance | $11,839 | $5,546 | $6,293 |
| Miscellaneous | $245 | $245 | |
| Travel | $392 | $392 | |
| Meals | $114 | $114 | |
| Security | $252 | $48 | $204 |
| Eden Hall Farm | $1,692 | $1,692 | |
| Repairs/Maintenance | $1,595 | $1,595 | |
| Membership | $21,649 | $21,642 | |
| Amortization | $26,603 | $5,055 | $21,548 |
| Penalties | $1,709 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Miscellaneous Income | $13,675 |
| Grants Rerturned | $550,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on grants distributed in stock | Desc |
| Amt | $7,173,012 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll related liabilities | $32,397 | $33,326 |
| Excise tax payable | $37,816 | $32,000 |
| Deferred Compensation Liability | $165,301 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $29,975 | Amt |
| Disbursements Charitable Prps | $29,975 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $38,233 | $16,556 | $21,677 |
| Excise tax | $125,000 |
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