FLEISCHNER FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FLEISCHNER FAMILY CHARITABLE FOUNDATION (EIN 47-1108283)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349101824
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:32:33-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 ISABELLA STREET SUITE 107 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152125859 | 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 | 471108283 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fleischner Family Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | c/o Jeff Morrison | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LESLIE FLEISCHNER | InCareOfNm |
| Business Name Control | FLEI | BusinessNameControlTxt |
| Phone | 4126823512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 West Chester Pike | AddressLine1Txt |
| City | Newtown Square | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FLEISCHNER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 4123649395 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FLEISCHNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David Bluemling | PreparerPersonNm |
| PTIN | P00347531 | PTIN |
| Phone | 4123649395 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $26,258,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,002,342 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $72,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,574 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $180,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,376,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,809 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$9,313 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$399 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,378,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,391 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,928 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,928 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,705 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,926 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,926 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $350 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,909 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $783,787 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $783,787 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $852,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,909 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $783,787 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,525,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $315,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,836 | CashBOYAmt |
| Cash EOY | $10,323,250 | CashEOYAmt |
| Cash EOYFMV | $10,323,250 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,492,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,708,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,997,033 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,406,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,708,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,938,216 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,191,810 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,741,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,258,499 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,191,810 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,741,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,191,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,741,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,191,810 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,741,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,191,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,525,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,612 | OtherIncreasesAmt |
| Subtotal | $19,741,036 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,741,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HAWTHORN #8283 ST A | 2020-01-01 | 2020-12-31 | $122,081 | $146,853 | -$24,772 | -$24,772 | |
| HAWTHORN #8283 LT D | 2019-01-01 | 2020-01-01 | $1,134,361 | $1,097,594 | $36,767 | $36,767 | |
| CAPITAL GAIN DIVIDENDS | $119,814 | P | |||||
| CAPITAL GAIN DIVIDENDS | $119,814 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 2021-04-30 | RulingLetterDt |
| Investment Income Excise Tax | $4,385 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,385 | SubtotalAmt |
| Tax Based On Investment Income | $4,385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,627 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,627 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $33 | EsPenaltyAmt |
| Overpayment | $4,209 | OverpaymentAmt |
| Applied To ES Tax | $4,209 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLIE FLEISCHNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126823512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 AYLESBORO AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE A FLEISCHNER | ||||||||
| 6022 West Chester Pike | Newtown Square | PA | 19073 | PRESIDENT/CHAIRMAN | 1.0 | $0 | $0 | $0 |
| HANS G FLEISCHNER | ||||||||
| 5510 Aylesboro Ave | Pittsburgh | PA | 15217 | VICE PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| Christopher C Fleischner | ||||||||
| 1215 Squirrel Hill Ave | Pittsburgh | PA | 15217 | Secretary/Director | 1.0 | $0 | $0 | $0 |
| David A Fleischner | ||||||||
| 105 Avon Road | Haverford | PA | 19041 | Treasurer/Director | 1.0 | $0 | $0 | $0 |
| 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 | $10,865,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,452,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,176,781 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,494,600 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,494,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,262,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $763,109 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $763,109 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,385 | TotalTaxAmt |
| Distributable Before Adj | $758,724 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $758,724 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $758,724 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $783,787 | 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 | $783,787 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $783,787 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $758,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,960 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| 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 | $783,787 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,960 | AppliedToYear1Amt |
| Applied To Current Year | $758,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,103 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,103 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $16,103 | 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 | $16,103 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HANS AND LESLIE FLEISCHNER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BRYN MAWR HOSPITAL FOUNDATION | |||||||
| 130 SOUTH BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NC | TO PROVIDE FUNDING FOR A HOSPITAL | $10,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | |||||||
| 1230 FEDERAL ST | PITTSBURGH | PA | 15212 | NC | TO PROVIDE UNRESTRICTED FUNDS FOR THE CARNEGIE LIBRARY OF PITTSBURGH | $2,500 | |
| CENTER CITY DISTRICT FOUNDATION | |||||||
| 660 CHESTNUT ST | PHILADELPHIA | PA | 19106 | NC | TO PROVIDE UNRESTRICTED FUNDING | $10,000 | |
| ELLIS SCHOOL | |||||||
| 6425 FIFTH AVE | PITTSBURGH | PA | 15206 | NC | TO PROVIDE FUNDS AS A CHARITABLE GIFT, FOR DIVERSITY EDUCATION AND EMPLOYEE GIFTS | $47,500 | |
| LAUREL HOUSE | |||||||
| 197 W MAIN ST | UNIONTOWN | PA | 15401 | NC | TO PROVIDE FUNDING FOR PHASE II OF THE CAMPAIGN | $25,000 | |
| MANNA | |||||||
| 12301 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NC | TO PROVIDE UNRESTRICTED FUNDING | $25,000 | |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | NC | TO PROVIDE FUNDS FOR THE EXPANSION OF A FEMALE EMPPOWERMENT PROGRAM | $5,000 | |
| MURAL ARTS OF PHILADELPHIA | |||||||
| 1727-29 MT VERNON ST | PHILADELPHIA | PA | 19130 | NC | TO PROVIDE UNRESTRICTED FUNDING | $50,000 | |
| PA ACADEMY OF THE FINE ARTS | |||||||
| 118-128 N BROAD ST | PHILADELPHIA | PA | 19102 | NC | TO PROVIDE UNRESTRICTED FUNDING | $10,000 | |
| PA HORTICULTURE SOCIETY | |||||||
| 100 N 20TH ST | PHILADELPHIA | PA | 19103 | NC | TO PROVIDE FUNDS FOR THE LANDCARE PROGRAM AND SUPPORT FOR PUBLIC GARDENS | $25,000 | |
| PHILADELPHIA MUSEUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NC | TO PROVIDE UNRESTRICTED FUNDING | $30,000 | |
| PILGRIM PLACE | |||||||
| 625 MAYFLOWER RD | CLAREMONT | CA | 91711 | NC | TO PROVIDE FUNDS FOR GENERAL OPERATIONS | $12,500 | |
| PITTSBURGH BALLET THEATRE | |||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | NC | TO PROVIDE FUNDS FOR 2020 SUPPORT AND SUPPORT FOR DRACULA AND THE KEEP UP DANCING CAMPAIGN | $30,000 | |
| SQUASHSMARTS | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | NC | TO PROVIDE UNRESTRICTED FUNDS | $10,000 | |
| ST PAUL'S SCHOOL | |||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | NC | TO PROVIDE FUNDS TO SUPPORT THE BALLET AND ALUMNI | $70,000 | |
| THE BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NC | TO PROVIDE FUNDS FOR THE EXHIBITION FUND AND THE ART ADVENTURES PROGRAM | $75,000 | |
| THE IMPACT CENTER | |||||||
| 601 13TH ST NW | WASHINGTON | DC | 20005 | NC | TO PROVIDE UNRESTRICTED FUNDS | $10,000 | |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | NC | TO PROVIDE FUNDS FOR THE MARTHA'S VINEYARD FUND | $25,000 | |
| VAIL VALLEY FOUNDATION | |||||||
| 90 W BENCHMARK RD | AVON | CO | 81620 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| WEST TISBURY LIBRARY FOUNDATION | |||||||
| PO BOX 1238 | WEST TISBURY | MA | 02575 | NC | TO PROVIDE SUPPORT FOR THE ENDOWMENT FUND | $10,000 | |
| CARNEGIE INSTITUTE | |||||||
| 4700 5TH AVE | PITTSBURG | PA | 15213 | NC | TO PROVIDE UNRESTRICTED FUNDS AND SUPPORT FOR THE MODEL RAILROAD AND STEM EDUCATION | $25,000 | SUITE 2 |
| THE NEIGHBORHOOD ACADEMY | |||||||
| 709 N AIKEN AVE | PITTSBURGH | PA | 15206 | NC | TO PROVIDE FUNDS FOR TEACHER APPRECIATION | $30,500 | |
| VAIL HEALTH FOUNDATION | |||||||
| 322 BEARD CREED RD | EDWARDS | CO | 81632 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| ALMA LEWIS | |||||||
| 6960 MEADE ST | PITTSBURGH | PA | 15208 | NC | TO PROVIDES GRANT FUNDS | $35,000 | |
| ART21 INC | |||||||
| 231 WEST 29TH ST SUITE 706 | NEW YORK | NY | 10001 | NC | TO PROVIDE UNRESTRICTED FUNDS | $15,000 | |
| DARLING WILDLIFE SOCIETY INC | |||||||
| PO BOX 565 | SANIBEL ISLAND | FL | 33957 | NC | TO PROVIDE UNRESTRICTED FUNDS | $53,000 | |
| EDMUND'S ACADEMY | |||||||
| 5705 DARLINGTON RD | PITTSBURGH | PA | 15217 | NC | TO PROVIDE FUNDS FOR ANNUAL SUPPORT AND STAFF GIFTS | $24,000 | |
| FOUNDATION FOR IUP | |||||||
| SUTTON HALL ROOM G1 | INDIANA | PW | 15705 | NC | TO PROVIDE FUNDS FOR HUMANITIES TRAINING FOR LAW ENFORCEMENT | $20,000 | 1011 SOUTH DRIVE |
| INDEPENDENCE MISSION SCHOOLS | |||||||
| 1012 W THOMPSON ST | PHILADELPHIA | PA | 19122 | NC | TO PROVIDE FUNDS FOR THE PURCHASE OF CHROMEBOOKS | $10,000 | |
| ISLAND FOOD PANTRY | |||||||
| PO BOX 1874 | VINEYARD HAVEN | MA | 02568 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| MARTHA'S VINEYARD COMMUNITY SERVICES | |||||||
| 111 EDGARTOWN RD | VINEYARD HAVEN | ME | 02568 | NC | TO PROVIDE UNRESTRICTED FUNDS | $10,000 | |
| PITTSBURGH CULTURAL TRUST | |||||||
| 803 LIBERTY AVE | PITTSBURGH | PA | 15222 | NC | TO PROVIDE UNRESTRICED FUNDS | $5,000 | |
| PITTSBURGH PARKS CONVERVANCY | |||||||
| 317 EAST CARSON ST WEST TOWER | PITTSBURGH | PA | 15219 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | SUITE 230 |
| PITTSBURGH SYMPHONY ORCHESTRA | |||||||
| 600 PENN AVE | PITTSBURGH | PA | 15222 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| SETON HILL UNIVERSITY | |||||||
| 1 SETON HILL DRIVE | GREENSBURG | PA | 15601 | NC | TO PROVIDE FUNDS FOR A GIFT TO THE NATIONAL CENTER FOR THE HOLOCAUST | $14,787 | |
| SQUASH & EDUCATION ALLIANCE | |||||||
| 55 BROAD ST 14TH FLOOR | NEW YORK | NY | 10004 | NC | TO PROVIDE UNRESTRICTED FUNDS | $10,000 | |
| THE LENFEST INSTITUTE | |||||||
| 801 MARKET ST SUITE 300 | PHILADELPHIA | PA | 19130 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| THE SIDNEY KIMMEL CANCER CENTER | |||||||
| 233 S 10TH ST | PITTSBURGH | PA | 19107 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| WOMEN AND GIRLS FOUNDATION | |||||||
| 3706 BUTLER ST STUDIO C | PITTSBURGH | PA | 15201 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | |||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NC | TO PROVIDE UNRESTRICTED FUNDS | $5,000 | |
| THE UCLA FOUNDATION | |||||||
| 10889 Wilshire Blvd Suite 1100 | Los Angeles | CA | 90024 | NC | TO PROVIDE UNRESTRICTED FUNDS | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $783,787 | 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 | $253,492 | 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 | $131,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS | 523920 | -$12,513 | 18 | -$399 |
| MISCELLANEOUS INCOME | 14 | $3,599 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$12,513 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $388,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,988 | 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 |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | N/A | OrganizationTypeDesc |
| Relationship Description | N/A | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Hans Leslie Fleischner | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5510 Aylesboro Avenue | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $5,928 | Amt |
| Net Investment Income | $5,928 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CLASS A | $120,750 | $438,160 |
| ALPHABET INC CLASS C | $20,239 | $131,391 |
| AMAZON.COM INC | $51,050 | $651,386 |
| ALCON INC | $7,183 | $9,237 |
| BARON DISCOVERY FUND INST. SH. | $126,770 | $238,870 |
| BROOKFIELD GLOBAL LISTED INFRA | $423,566 | $428,536 |
| BNY MELLON INTERNATIONAL STOCK | $1,104,803 | $1,453,796 |
| DOMINION RESOURCES | $4,708 | $39,856 |
| EATON VANCE ATLANTA CAPITAL SM | $146,029 | $159,538 |
| ECOLAB INC | $43,520 | $216,360 |
| ENTERPRISE PRODUCTS PARTNERS | $17,344 | $117,540 |
| GENERAL DYNAMICS CORP | $10,256 | $104,174 |
| GREENBRIER COMPANIES | $97,105 | $109,140 |
| IDEXX LABS INC | $2,684 | $374,903 |
| ISHARES CORE S&P 500 | $255,971 | $1,260,935 |
| ISHARES CORE S&P MIDCAP | $745,311 | $1,407,249 |
| ISHARES CORE S&P SMALLCAP | $154,306 | $250,887 |
| ISHARES MSCI EAFE INDEX FUND | $356,165 | $450,528 |
| ISHARES RUSSELL 2000 | $273,050 | $642,097 |
| KONINKLIJKE PHILIPS NV | $12,018 | $66,304 |
| KOPERNIK GLOBAL ALL CAP FUND I | $222,003 | $379,209 |
| MCDONALDS CORP | $56,434 | $203,851 |
| NOVARTIS AG - ADR | $28,805 | $66,101 |
| PROPECTOR OPPORTUNITY FUND | $131,616 | $143,827 |
| SPDR ENERGY SELECT FUND | $0 | $0 |
| SEAFARER OVERSEAS GROWTH | $188,232 | $263,904 |
| SEI INVESTMENT CO | $2,741 | $91,952 |
| SPDR S&P DIVIDEND ETF | $123,158 | $249,359 |
| TEXAS INSTRUMENTS | $2,073 | $151,000 |
| TOUCHSTONE SANDS | $153,197 | $340,850 |
| VANGAURD HIGH DIV YIELD | $125,774 | $266,843 |
| VOYA GLOBAL REAL ESTATE FUND A | $0 | $0 |
| VULCAN VALUE PARTNERS SMALL | $137,680 | $127,067 |
| WCM FOCUSED INTL GROWTH | $1,087,279 | $1,681,068 |
| COHEN & STEERS INSTITUTIONAL | $477,151 | $481,115 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD INT TERM | AT COST | $434,307 | $466,874 |
| VANGUARD SHORT-TERM CORPORATE | AT COST | $183,376 | $191,448 |
| ACCRUED INCOME | AT COST | $11,930 | $11,930 |
| BERKSHIRE HATHAWAY BOND 3.125% | AT COST | $97,200 | $111,731 |
| CALIFORNIA ST 3.5% | AT COST | $100,000 | $116,679 |
| CINCINNATI OH CITY SCH DIST 3. | AT COST | $100,000 | $106,049 |
| COCA-COLA BOND 1.875% | AT COST | $0 | $0 |
| COLORADO ST COPS 2.957% | AT COST | $100,000 | $103,904 |
| DISCOVER BANK CD 2.7% | AT COST | $99,750 | $100,545 |
| FEDERAL FARM CREDIT BANK BND 1 | AT COST | $0 | $0 |
| IBM CORP SR 1.875% | AT COST | $0 | $0 |
| INTERNATIONAL BUSINESS MACHS D | AT COST | $60,760 | $65,541 |
| JOHNSON & JOHNSON BND 3.375% | AT COST | $102,321 | $109,281 |
| KNOX CNTY TN 1ST UTILITY DIST | AT COST | $100,313 | $108,790 |
| NEW YORK CITY NY TRANSITIONAL | AT COST | $104,276 | $111,544 |
| OKLAHOMA CITY OK TXBL 3.25% | AT COST | $126,293 | $137,753 |
| PENNSYLVANIA ST TURNPIKE COMM | AT COST | $199,370 | $226,708 |
| PORT AUTHORITY OF NEW YORK &NE | AT COST | $0 | $0 |
| PROCTOR & GAMBLE UNSC 2.45% | AT COST | $92,706 | $110,410 |
| SALLIE MAE BANK SALT LAKE CD 2 | AT COST | $99,100 | $106,006 |
| UNIV OF CALIFORNIA CA REVENUES | AT COST | $101,576 | $101,080 |
| UNIV OF MINNESOTA MN SER B | AT COST | $115,465 | $125,549 |
| UNIVERSITY OF PGH PA HGR EDU | AT COST | $98,880 | $103,675 |
| UPPER OCCOQUAN VA SEWAGE AUTH | AT COST | $97,614 | $109,237 |
| USA TREASURY NOTES 1.250% | AT COST | $0 | $0 |
| USA TREASURY NOTES 2.0% | AT COST | $97,781 | $102,098 |
| USA TREASURY NOTES INFLATION P | AT COST | $90,221 | $101,840 |
| VIRGINIA ST CLG BLDG AUT EDUC | AT COST | $95,576 | $109,544 |
| WAL-MART SOTES INC SR NTS 3.25 | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER FEES | $350 | $350 |
| NONDEDUCTIBLE PARTNERSHIP EXP | $20 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ENTERPRISE PRODUCT PARTNERS INCOME | -$12,912 | -$399 |
| MISCELLANEOUS INCOME | $3,599 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ENTERPRISE PRODUCTS PARTNERS DIS. | $10,680 |
| ENTERPRISE PRODUCTS PARTNERS LOSS | $12,932 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $56,705 | Amt |
| Net Investment Income | $56,705 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $5,926 | Amt |
| Net Investment Income | $5,926 | NetInvestmentIncomeAmt |
Comments