BETA

ROBERT I GLIMCHER FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT I GLIMCHER FAMILY FOUNDATION (EIN 20-7366908)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202141309349101094
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T11:32:08-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207366908EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT I GLIMCHER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone4123922021PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 MELLON CTR 500 GRANT ST NO 200AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4123922021PhoneNum
Signature2021-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastGLIMCHERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH R PIOTPreparerPersonNm
PTINP01358891PTIN
Phone4122613644PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,455,737FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$47,596DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,596DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$132,349NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$173,117GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,194OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$81,559TotalRevAndExpnssAmt
Total Net Invst Incm$47,596TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,405AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,202AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,203AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$198OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$198OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,400TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,203TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$151,538ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$151,538ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$156,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,400TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$153,741TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$237,700ExcessRevenueOverExpensesAmt
Net Investment Income$45,196NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$99,238CashBOYAmt
Cash EOY$166,873CashEOYAmt
Cash EOYFMV$166,873CashEOYFMVAmt
Corporate Stock BOY$916,870CorporateStockBOYAmt
Corporate Stock EOY$725,582CorporateStockEOYAmt
Corporate Stock EOYFMV$1,194,289CorporateStockEOYFMVAmt
Other Assets BOY$207,630OtherAssetsBOYAmt
Other Assets EOY$94,575OtherAssetsEOYAmt
Other Assets EOYFMV$94,575OtherAssetsEOYFMVAmt
Total Assets BOY$1,223,738TotalAssetsBOYAmt
Total Assets EOY$987,030TotalAssetsEOYAmt
Total Assets EOYFMV$1,455,737TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,223,738NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$987,030NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,223,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$987,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,223,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$987,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,223,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$237,700ExcessRevenueOverExpensesAmt
Other Increases$992OtherIncreasesAmt
Subtotal$987,030SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$987,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$23,749$195,424-$171,675-$171,675
SEVEN BRIDGES$149,368$110,042$39,326$39,326P
FieldValueIRS element (for citing)
Capital Gain Net Income-$132,349CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$628InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$628SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,685EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,685TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,057OverpaymentAmt
Applied To ES Tax$2,057AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT I GLIMCHERIndividualWithBooksNm
Phone4123922021PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREET SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonROBERT I GLIMCHERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT ST SUITE 2000AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,029,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$206,246AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$94,575FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,329,955TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,329,955AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,949CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,310,006NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,500MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,500MinimumInvestmentReturnAmt
Tax Based On Investment Income$628TaxBasedOnInvestmentIncomeAmt
Total Tax$628TotalTaxAmt
Distributable Before Adj$64,872DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$64,872DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$64,872DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$153,741ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$153,741QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$153,741AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,872DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$120,485ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,004ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$157,205ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$199,254ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$132,217ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$612,165TotalExcessDistributionCyovAmt
Qualifying Distributions$153,741QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$64,872AppliedToCurrentYearAmt
Remaining Distri From Corpus$88,869RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$701,034TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$120,485ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$580,549ExcessDistriCyovToNextYrAmt
Excess From Year4$3,004ExcessFromYear4Amt
Excess From Year3$157,205ExcessFromYear3Amt
Excess From Year2$199,254ExcessFromYear2Amt
Excess From Year1$132,217ExcessFromYear1Amt
Excess From Current Year$88,869ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT I GLIMCHERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT I GLIMCHERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1500 GRANT STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4123922021RecipientPhoneNum
Form And Info And MaterialsLETTER OF INQUIRYFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL STARS PROJECT
543 WEST 42ND STREETNEW YORKNY10036NONEPCALL STAR PROJECT$1,000
BOSTON UNIVERSITY HILLEL
881 COMMONWEALTH AVENUEBOSTONMA02215NONEPCNONA GLIMCHER 2ND FL. STUDENT LOUNGE$15,000
BOY SCOUTS OF AMERICAWB DUNAVANT JR SCOUT SERVICE CENTER
171 SOUTH HOLLYWOOD STREETMEMPHISTN38112NONEPCGENERAL SUPPORT$1,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCCENTENNIAL CAMPAIGN$5,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCCENTENNIAL CAMPAIGN$5,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCGENERAL SUPPORT$18
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCANNUAL CONTRIBUTION$2,730
CONGREGATION POALE ZEDECK
6318 PHILLIPS AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$1,360
FRIENDSHIP CIRCLE
1922 MURRAY AVENUEPITTSBURGHPA15217NONEPC2020 WINE EVENT$4,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEPCGENERAL SUPPORT$180
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEPCJEWISH WOMEN'S FOUNDATION$1,250
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEPCRIG CONTRIBUTION$5,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEPCGENERAL SUPPORT$5,000
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPCNONA GLIMCHER WELCOME CENTER$50,000
JEWISH NATIONAL FUND
78 RANDALL AVENUEROCKVILLE CENTRENY11570NONEPCNONA GLIMCHER WELCOME CENTER$50,000
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPCGENERAL SUPPORT$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$151,538TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,596ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$132,349ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Related Or Exempt Function Incm$3,194RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$84,753ExclusionAmt
Related Or Exempt Function Incm$3,194RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$81,559TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementALL FUNDS RECEIVED ARE USED TO FURTHER THE FOUNDATION'S EXEMPT PURPOSE OF PROVIDING FUNDING TO OTHER EXEMPT ORGANIZTIONS.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,405Amt
Net Investment Income$2,202NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,203DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO IRC SECTION 4942(H)(2) AND REG 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE FOLLOWING: TAX YEAR AMOUNT 2007 $1,547 2008 $26,979_________________________________ _____________OFFICER SIGNATURE DATEElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5,676 SHS AT&T$117,540$163,242
2,417 SHS DISCOVERY COMM INC A$3,997$72,728
7,251 SHS DISCOVERY COMM INC C$10,977$189,904
7,000 SHS GENERAL ELECTRIC COMPANY$73,186$75,600
15,000 SHS GLIMCHER RLTY$383,205$225,150
317 SHS LIBERTY BROADBAND CL A$711$49,953
634 SHS LIBERTY BROADBAND CL C$1,410$100,407
5,802 SHS LIBERTY GLOBAL INC SER C$9,904$137,217
717 SHS LIBERTY LATIN AMER (LILAK)$2,529$7,952
417 SHS LIBERTY MEDIA CORP A$514$18,010
953 SHS LIBERTY MEDIA CORP C$4,035$41,465
317 SHS LIBERTY MEDIA CORP A MEDIA$315$12,043
126 SHS LIBERTY MEDIA CORP A BRAVES$151$3,134
634 SHS LIBERTY MEDIA CORP C MEDIA$608$27,008
432 SHS LIBERTY MEDIA CORP C BRAVES$2,542$10,748
2,318 SHS LIONS GATE$60,500$24,061
2,000 SHS VODAFONE GROUP$50,570$32,960
37 SHS WABTEC$2,888$2,707

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEVEN BRIDGES MULTI-STRATEGY FUND LTD$110,042$0$0
LANDMARK DIVIDEND GROWTH FUND - I, LP$97,588$94,575$94,575

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$70$70$0
LANDMARK DIVIDEND GROWTH FUND - I, LP (INVESTMENT EXPENSES)$128$128$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$3,194RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,194AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$992Amt

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