AMERICAN EAGLE OUTFITTERS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN EAGLE OUTFITTERS FOUNDATION (EIN 25-1827476)
- Tax period
- 2020-02-01 to 2021-01-31
- Filed
- 2021-12-15
- IRS object ID
- 202113499349100006
- 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
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-15T12:53:50-06:00 | ReturnTs |
| Tax Period End | 2021-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453941203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELUZIO AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 SOUTH 23RD STREET SUITE 102 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251827476 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN EAGLE OUTFITTERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4124324552 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HOT METAL STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID OVIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4124324552 | PhoneNum |
| Signature | 2021-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | OVIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL W WILKINS CPA | PreparerPersonNm |
| PTIN | P00448576 | PTIN |
| Phone | 4124811900 | 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 | $10,022,351 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $443,601 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $335 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $335 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $183,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $530,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,268,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $530,705 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,157,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $714,340 | 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 | $6,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,505 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,505 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $53,204 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $648,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $746,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $411,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $654,631 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $262,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,460 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $129,499 | AcctRcvblAmt |
| Acct Rcvbl BOY | $31,946 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $129,499 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $129,499 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,761,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,706,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,706,392 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,055,662 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,022,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,022,351 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,830 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $277,510 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,830 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $277,510 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,050,832 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,744,841 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,050,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,744,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,055,662 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,022,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,050,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $411,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $282,371 | OtherIncreasesAmt |
| Subtotal | $9,744,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,744,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 785 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-01-01 | 2020-12-23 | $20,166 | $14,607 | $5,559 | $5,559 |
| 2907 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-01-01 | 2020-12-23 | $74,665 | $54,012 | $20,653 | $20,653 |
| 7396.888 SHS SIX CIRCLES INTL UNCON EQ | P | 2018-01-01 | 2020-11-17 | $70,788 | $70,418 | $370 | $370 |
| 14141.506 SHS DOUBLELINE TTL RTRN BND | P | 2018-01-01 | 2020-11-03 | $151,173 | $150,962 | $211 | $211 |
| 1731 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-01-01 | 2020-10-23 | $40,158 | $41,840 | -$1,682 | -$1,682 |
| 2288 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-01-01 | 2020-10-23 | $53,153 | $52,407 | $746 | $746 |
| 6754.549 SHS VANGUARD TOT BD MKT IDX | P | 2018-01-01 | 2020-10-22 | $78,083 | $78,226 | -$143 | -$143 |
| 521 SHS ISHARES 7-10 YEAR TREASURY B | P | 2018-01-01 | 2020-09-23 | $63,516 | $56,031 | $7,485 | $7,485 |
| 940 SHS JPM BTABLDRS DEV ASIA X-JPN | P | 2018-01-01 | 2020-08-31 | $22,433 | $24,049 | -$1,616 | -$1,616 |
| 4608 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-01-01 | 2020-08-31 | $109,702 | $111,380 | -$1,678 | -$1,678 |
| 2923 SHS SPDR S&P 500 ETF | P | 2018-01-01 | 2020-08-31 | $1,018,110 | $600,627 | $417,483 | $417,483 |
| 274 SHS SPDR S&P 500 ETF | P | 2018-01-01 | 2020-06-10 | $88,551 | $68,983 | $19,568 | $19,568 |
| 1352 SHS ISHARES 7-10 YEAR TREASURY B | P | 2018-01-01 | 2020-05-12 | $164,451 | $151,657 | $12,794 | $12,794 |
| 7744.981 SHS DOUBLELINE TTL RETN BND | P | 2018-01-01 | 2020-05-11 | $81,787 | $82,769 | -$982 | -$982 |
| 3207.256 SHS VANGUARD TTL INTL BND | P | 2018-01-01 | 2020-05-11 | $73,286 | $75,531 | -$2,245 | -$2,245 |
| 1687 SHS ISHARES MSCI EAFE ETF | P | 2018-01-01 | 2020-04-07 | $87,452 | $96,292 | -$8,840 | -$8,840 |
| 43 SHS ISHARES MSCI EAFE ETF | P | 2018-01-01 | 2020-04-06 | $2,239 | $2,493 | -$254 | -$254 |
| 28 SHS ISHARES MSCI EAFE ETF | P | 2018-01-01 | 2020-04-06 | $1,458 | $1,623 | -$165 | -$165 |
| 2398 SHS ISHARES CORE MSCI EAFE ETF | P | 2018-01-01 | 2020-04-06 | $116,311 | $145,955 | -$29,644 | -$29,644 |
| 2319.110 SHS FIDELITY 500 INDEX | P | 2018-01-01 | 2020-03-30 | $205,334 | $227,516 | -$22,182 | -$22,182 |
| 2293 SHS ISHARES MSCI EAFE ETF | P | 2018-01-01 | 2020-03-20 | $107,534 | $133,246 | -$25,712 | -$25,712 |
| 847.939 SHS FIDELITY 500 INDEX | P | 2018-01-01 | 2020-03-18 | $74,661 | $89,138 | -$14,477 | -$14,477 |
| 516 SHS ISHARES MSCI ACWI LOW CARBON | P | 2018-01-01 | 2020-03-09 | $61,794 | $60,246 | $1,548 | $1,548 |
| 1390 SHS SCHWAB U.S. TIPS ETF | P | 2018-01-01 | 2020-03-06 | $82,252 | $74,734 | $7,518 | $7,518 |
| 1349 SHS ISHARES MSCI EAFE ETF | P | 2018-01-01 | 2020-03-06 | $84,518 | $78,760 | $5,758 | $5,758 |
| 504 SHS ISHARES MSCI ACWI LOW CARBON | P | 2018-01-01 | 2020-02-12 | $66,642 | $58,845 | $7,797 | $7,797 |
| 1744 SHS JPMORGAN BETABUILDERS EUROPE ETF | P | 2018-01-01 | 2020-02-12 | $44,326 | $42,154 | $2,172 | $2,172 |
| 2220.141 SHS MFS INTL INTRINSIC VALUE | P | 2018-01-01 | 2020-02-11 | $102,504 | $60,558 | $41,946 | $41,946 |
| 1931.705 SHS PRIMECAP ODYSSEY STOCK FUND | P | 2018-01-01 | 2020-02-11 | $66,914 | $32,544 | $34,370 | $34,370 |
| CAPITAL GAINS DIVIDENDS | P | $54,347 | $54,347 | $54,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $530,705 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,521 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,422 | OverpaymentAmt |
| Applied To ES Tax | $2,422 | 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.AEO-INC.COM/AEO-FOUNDATION/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABIGAIL VANIM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124324990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 HOT METAL STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| RICK MILAZZO | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | VICE-PRESIDENT, AS NEEDED | 1.00 | $0 | $0 | $0 |
| STACY SIEGAL | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | SECRETARY, AS NEEDED | 1.00 | $0 | $0 | $0 |
| FRED GROVER | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | PRESIDENT, AS NEEDED | 2.00 | $0 | $0 | $0 |
| MARCIE EBERHART | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | DIRECTOR, AS NEEDED | 30.00 | $0 | $0 | $0 |
| CARY MCMILLAN | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| JUDY MEEHAN | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| MICHAEL JENNINGS | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| MARGARET CLOUGHER | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| DAVID REPP | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| DAVID OVIS | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | TREASURER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| SUNNY WOO | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| MARK ROSE | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 1.00 | $0 | $0 | $0 |
| TORREY ACRI | ||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | BOARD MEMBER, AS NEEDED | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,868,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,064,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,064,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,965 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,928,337 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $446,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $446,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,099 | TotalTaxAmt |
| Distributable Before Adj | $437,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $437,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $437,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,594 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $482,594 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $482,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $437,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $48,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,600 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $315,783 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $477,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $45,276 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $437,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $522,575 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $48,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $474,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,465 | ExcessFromYear4Amt |
| Excess From Year3 | $65,600 | ExcessFromYear3Amt |
| Excess From Year2 | $31,450 | ExcessFromYear2Amt |
| Excess From Year1 | $315,783 | ExcessFromYear1Amt |
| Excess From Current Year | $45,276 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN EAGLE OUTFITTERS FOUNDATIO | |||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | 4124324552 | REQUESTS FOR GRANTS FROM SECTION 501(C)(3) ORGANIZATIONS SHOULD BE IN WRITING TO THE FOUNDATION'S ADDRESS. | NONE | THE AE FOUNDATION WILL ALLOCATE A LIMITED AMOUNT OF FUNDING TO NONPROFIT, PUBLIC CHARITIES IN PITTSBURGH, NEW YORK CITY, SAN FRANCISCO, HAZLETON AND OTTAWA, KANSAS WITH TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE THAT FALL WITHIN THE SCOPE OF ITS MISSION. |
| AMERICAN EAGLE OUTFITTERS FOUNDATIO | |||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | 4124324552 | REQUESTS FOR GRANTS FROM SECTION 501(C)(3) ORGANIZATIONS SHOULD BE IN WRITING TO THE FOUNDATION'S ADDRESS. | NONE | GRANTS ARE MADE EXCLUSIVELY TO TAX EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE THAT MEET THE GUIDELINES. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 412 FOOD RESCUE | |||||||||||
| 6140 STATION ST | PITTSBURGH | PA | 15206 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| ANIMAL FRIENDS | |||||||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | NONE | COMMUNITY CHARITY | $2,500 | |||||
| BERKELEY PLAYHOUSE | |||||||||||
| 2640 COLLEGE AVE | BERKELEY | CA | 94704 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| BLACK GIRLS CODE | |||||||||||
| 1736 FRANKLIN ST 10TH FL | OAKLAND | CA | 94612 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| BRANDON'S FOREVER HOME | |||||||||||
| 187 N CHURCH ST | HAZLETON | PA | 18201 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| BREAKTHROUGH NY | |||||||||||
| 123 WILLIAM STREET 4TH FLOOR | NEW YORK | NY | 10038 | NONE | COMMUNITY CHARITY | $8,333 | |||||
| CITY OF OTTAWA | |||||||||||
| 101 S HICKORY ST | OTTAWA | KS | 66067 | NONE | COMMUNITY CHARITY | $50,000 | |||||
| CITYARTS | |||||||||||
| 77 BLEECKER STREET | SUITE C | NY | 10012 | NONE | COMMUNITY CHARITY | $5,625 | |||||
| COVENANT HOUSE NEW YORK | |||||||||||
| 550 TENTH AVENUE | NY | NY | 10018 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| CREDIT VALLEY CONSERVATION FOUNDATION | |||||||||||
| NONE | COMMUNITY CHARITY | $5,000 | 1255 ODL DERRY | MISSISSAUGA | ON L5N 6R4 | CA | |||||
| CYPRESS HILLS LOCAL DEVELOPMENT CORPORATION | |||||||||||
| 625 JAMAICA AVENUE | BROOKLYN | NY | 11208 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| EVERY CHILD INC | |||||||||||
| 1425 FORBES AVE SUITE 300 | PITTSBURGH | PA | 15219 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| FOSTER PRIDE | |||||||||||
| 250 W 94TH | NY | NY | 10025 | NONE | COMMUNITY CHARITY | $8,333 | |||||
| FUTURES AND OPTIONS | |||||||||||
| 120 BROADWAY | SUITE | NY | 10002 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| GREATER PITTSBURGH COMMUNITY FOOD BANK | |||||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | NONE | COMMUNITY CHARITY | $10,000 | |||||
| GREEN GUERRILLAS | |||||||||||
| 30 3RD AVE | NY | NY | 11217 | NONE | COMMUNITY CHARITY | $7,000 | |||||
| HAZLETON REVITALIZATION FUND | |||||||||||
| 1 SOUTH CHURCH ST | HAZLETON | PA | 18201 | NONE | COMMUNITY CHARITY | $50,000 | |||||
| HOMELESS CHILDREN'S EDUCATION FUND | |||||||||||
| 1901 CENTRE AVENUE 301 | PITTSBURGH | PA | 15219 | NONE | COMMUNITY CHARITY | $10,000 | |||||
| I LOVE FIRST PEOPLES | |||||||||||
| NONE | COMMUNITY CHARITY | $5,000 | 274 DESJARDINS STREET PLAISANCE | QUEBEC | CA | QUEBEC J0V 1S0 CANADA | |||||
| INCLUDENYC | |||||||||||
| 116 E 16TH ST 5 | NY | NY | 10003 | NONE | COMMUNITY CHARITY | $8,334 | |||||
| JEREMIAH'S PLACE | |||||||||||
| 6435 FRANKSTOWN AVENUE | PITTSBURGH | PA | 15206 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| MISSISSAUGA FOOD BANK | |||||||||||
| NONE | COMMUNITY CHARITY | $12,500 | 3121 UNIVERSAL DRIVE | MISSISSAUGA | ON L4X 2E2, CANAD | CA | |||||
| NEOSHO COUNTY COMMUNITY COLLEGE | |||||||||||
| 800 W 14TH ST | OTTAWA | KS | 66720 | NONE | COMMUNITY CHARITY | $10,000 | |||||
| ROW NEW YORK | |||||||||||
| 252 WEST 37TH ST | NY | NY | 10018 | NONE | COMMUNITY CHARITY | $5,625 | |||||
| SCIENTIFIC ADVENTURES FOR GIRLS | |||||||||||
| PO BOX 11123 | SAN FRANCISCO | CA | 94611 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| STUDENT CONSERVATION ASSOCIATION | |||||||||||
| 1230 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| TRILLIUM HEALTH PARTNERS FOUNDATION | |||||||||||
| NONE | COMMUNITY CHARITY | $12,500 | 89 QUEENSWAY W SUITE 800 | MISSISSAUGA | L5B 2V2 | CA | |||||
| 10000 DEGREES | |||||||||||
| PO BOX L SAN RAFAEL | OAKLAND | CA | 94913 | NONE | COMMUNITY CHARITY | $5,000 | |||||
| NINE MILE RUN WATERSHED ASSOCIATION | |||||||||||
| 321 PENNWOOD AVE | PITTSBURGH | PA | 15221 | NONE | COMMUNITY CHARITY | $10,000 | |||||
| RED HOOK INITIATIVE | |||||||||||
| 767 HICKS STREET | BROOKLYN | NY | 11218 | NONE | COMMUNITY CHARITY | $9,000 | |||||
| STOP THE VIOLENCE | |||||||||||
| 1106 SUCCESS STREET | PITTSBURGH | PA | 15212 | NONE | COMMUNITY CHARITY | $20,000 | |||||
| SUITUP | |||||||||||
| 25 BROADWAY 12TH FLOOR | NY | NY | 10004 | NONE | COMMUNITY CHARITY | $7,000 | |||||
| INDIVIDUAL GRANTS 3000 OR LESS | |||||||||||
| 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | NONE | COMMUNITY CHARITY | $121,073 | |||||
| GRANTMAKERS OF WESTERN PA | |||||||||||
| 650 SMITHFIELD STREET SUITE 210 | PITTSBURGH | PA | 15222 | NONE | COMMUNITY CHARITY | $1,097 | |||||
| GREATER HAZLETON AREA CIVIC PARTNERSHIP | |||||||||||
| 8 W BROAD ST | HAZLETON | PA | 18201 | NONE | COMMUNITY CHARITY | $6,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,920 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF GREATER PGH | ||||||
| 5989 CENTRE AVE 1 | PITTSBURGH | PA | 15206 | NONE | COMMUNITY CHARITY | $15,000 |
| BIG BROTHERS BIG SISTERS OF NYC | ||||||
| 40 RECTOR ST | NY | NY | 10006 | NONE | COMMUNITY CHARITY | $18,000 |
| FRIENDS OF MATERIALS FOR THE ARTS | ||||||
| 33-00 NORTHERN BOULEVARD 3RD FLOOR | NY | NY | 11101 | NONE | COMMUNITY CHARITY | $8,000 |
| FRIENDS OF THE OTTAWA LIBRARY | ||||||
| 105 S HICKORY ST | OTTAWA | KS | 66067 | NONE | COMMUNITY CHARITY | $5,000 |
| NAACP | ||||||
| 2203 WYLIE AVE | PITTSBURGH | PA | 15219 | NONE | COMMUNITY CHARITY | $150,000 |
| PARTNERSHIP FOR THE HOMELESS | ||||||
| 305 7TH AVE | NY | NY | 10001 | NONE | COMMUNITY CHARITY | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $204,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,300 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $530,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $714,340 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $714,340 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CARY MCMILLIAN | |||||||||
| 1 | 225 WEST WACKER DR SUITE 1600 | CHICAGO | IL | 60606 | $12,500 | Yes (X) | |||
| LI & FUNG | |||||||||
| 2 | $15,000 | Yes (X) | 800 CHEUNG SHA WAN ROAD | KOWLOON | HK | ||||
| PRESIDIO | |||||||||
| 3 | 1 PENN CENTER WEST SUITE 210 | PITTSBURGH | PA | 15276 | $5,000 | Yes (X) | |||
| NEW TIMES GROUP | |||||||||
| 4 | $7,500 | Yes (X) | 601-603 TAI NAN WEST STREET UNIT AB | KOWLOON | HK | ||||
| JEN FOYLE | |||||||||
| 5 | 1 HUDSON STREET | NEW YORK | NY | 10013 | $8,000 | Yes (X) | |||
| MICHAEL REMPELL | |||||||||
| 6 | 22 EDGEWOOD | SUMMITT | NJ | 07901 | $10,000 | Yes (X) | |||
| AEO INC | |||||||||
| 7 | 77 HOT METAL STREET | PITTSBURGH | PA | 15203 | $225,000 | Yes (X) | |||
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELUZIO AND COMPANY LLP | CategoryTxt |
| Amt | $6,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION IS ELECTING UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY ALL OF THE REMAINING 2020 QUALIFYING DISTRIBUTIONS AS OUT OF CORPUS. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INVESTMENT ADJUSTED TO FMV FOR BOOK PURPOSES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FAIR MARKET VALUE AT 01-31-2021 9,706,392ORIGINAL COST BASIS 7,934,682 -----------CUMULATIVE UNREALIZED GAIN AT 01-31-2021 1,771,710CUMULATIVE UNREALIZED GAIN AT 01-31-2020 1,489,339 -----------UNREALIZED LOSS FOR THE YEAR ENDING 01-31-2021 282,371 =========== | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $9,706,392 | EOYBookValueAmt |
| EOYFMV | $9,706,392 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $1,652 | $1,652 | $0 | $0 |
| INVESTMENT FEE | $51,552 | $51,552 | $0 | $0 |
| STATE FILING FEES | $250 | $0 | $0 | $250 |
| DUES AND SUBSCRIPTIONS | $23,460 | $0 | $0 | $23,460 |
| INSURANCE | $7,210 | $0 | $0 | $7,210 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE FOOTNOTE | Desc |
| Amt | $282,371 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - OTHER | CategoryTxt |
| Amt | $4 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $6,505 | Amt |
| Net Investment Income | $6,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments