MUCK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MUCK FAMILY FOUNDATION (EIN 36-4515100)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-04
- IRS object ID
- 202002179349101200
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-04T12:03:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364515100 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MUCK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUCK | BusinessNameControlTxt |
| Phone | 7244431533 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN M MUCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7244431533 | PhoneNum |
| Signature | 2020-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE J LOGAN | PreparerPersonNm |
| PTIN | P00227231 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,109,342 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,142 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,159,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,464 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $298,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $298,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $240,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $292,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,628 | CashBOYAmt |
| Cash EOY | $10,539 | CashEOYAmt |
| Cash EOYFMV | $10,539 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,795 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,532 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,532 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $605,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $478,561 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $542,015 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $115,299 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $54,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $504,820 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $522,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $788,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,028,452 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,109,342 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $697,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $697,454 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $90,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $330,998 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $788,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,452 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $788,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,028,452 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $788,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $240,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,029,223 | SubtotalAmt |
| Other Decreases | $771 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,028,452 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES - LT | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,159,405 | GrossSalesPriceAmt |
| Cost Or Other Basis | $896,941 | CostOrOtherBasisAmt |
| Gain Or Loss | $262,464 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $262,464 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,022,243 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041774 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $21,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $975,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021517 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,441 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $886,313 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,916 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $888,261 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,569 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $757,434 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066764 | DistributionYr5Rt |
| Total Distribution | 0.212737 | TotalDistributionRt |
| Average Distribution | 0.042547 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,050,701 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,704 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,922 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,626 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,943 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21 | OverpaymentAmt |
| Applied To ES Tax | $21 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN M MUCK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7244431533 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M MUCK | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | CHAIRMAN/CEO | 1.00 | $0 | $0 | $0 |
| CHRISTINE ROTELLA | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| MICHAEL BECHTOLD | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ANGELA MUSILLO | ||||||||
| 1000 JOHN ROEBLING WAY | SAXONBURG | PA | 16056 | TREASURER/CHIEF ADMINISTRATOR | 0.50 | $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 | $1,036,309 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,066,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,066,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,001 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,050,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,535 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,535 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,922 | TotalTaxAmt |
| Distributable Before Adj | $49,613 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,613 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,922 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,522 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,522 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $49,135 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN M MUCK | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEPHEN M MUCK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 JOHN ROEBLING WAY | AddressLine1Txt |
| City | SAXONBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7244431533 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIDING MISSIONS | |||||||
| 731 EXCELSIOR STREET | PITTSBURGH | PA | 15210 | N/A | PC | GENERAL SUPPORT | $20,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 444 LIBERTY AVENUE SUITE 1300 | PITTSBURGH | PA | 15222 | N/A | PC | GENERAL SUPPORT | $2,500 |
| AMERICAN WHITEWATER | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | N/A | PC | GENERAL SUPPORT | $1,000 |
| BROOKFIELD POWER US ASSET MANAGEMENT LLC | |||||||
| 399 BIG BAY ROAD | QUEENSBURY | NY | 12804 | N/A | NC | FUNDRAISER FOR COMMUNITY ASSETS. EARMARKED TO CHARITIES. | $5,000 |
| CENTER OF LIFE | |||||||
| 161 HAZELWOOD AVENUE | PITTSBURGH | PA | 15207 | N/A | PC | GENERAL SUPPORT | $4,000 |
| CLEAR THOUGHTS FOUNDATION | |||||||
| 3000 VILLAGE RUN ROAD UNIT 103 225 | WEXFORD | PA | 15090 | N/A | PC | GENERAL SUPPORT | $5,000 |
| EYE & EAR FOUNDATION INC SNYDER LAB EYE & EAR INSTITUTE | |||||||
| 203 LOTHROP STREET | PITTSBURGH | PA | 15213 | N/A | PC | IN MEMORY OF CHARLES HARVEY SNYDER, JR. | $1,000 |
| KNOCH KNIGHTS LEGACIES FOUNDATION | |||||||
| 120 BLACKTHORN DRIVE | BUTLER | PA | 16022 | N/A | PC | GENERAL SUPPORT | $3,000 |
| MORAINE TRAILS COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 830 MORTON AVENUE EXT | BUTLER | PA | 16001 | N/A | PC | GENERAL SUPPORT | $5,000 |
| OUR OWN HOME | |||||||
| 225 NORTH SHORE DRIVE SUITE 300 | PITTSBURGH | PA | 15212 | N/A | PC | GENERAL SUPPORT | $2,000 |
| SETON HALL UNIVERSITY - BUSINESS BOOTCAMP PROGRAM | |||||||
| 457 CENTRE STREET | SOUTH ORANGE | NJ | 07079 | N/A | PC | IN MEMORY OF EUSTACE "GUS" ANSELMI | $500 |
| THE COLLINGS FOUNDATION | |||||||
| PO BOX 248 | STOW | MA | 01775 | N/A | POF | AIRQUEST AVIATION CUSTOMER - WINGS OF FREEDOM TOUR (WWII AIRCRAFT TO BTP) | $1,000 |
| THE PREMO J PAPPAFAVA FOUNDATION | |||||||
| 1151 GARDEN STREET | GREENSBURG | PA | 15601 | N/A | PF | IN MEMORY OF LORRAINE PAPPAFAVA | $500 |
| THE WOODLANDS FOUNDATION | |||||||
| 134 SHENOT ROAD | WEXFORD | PA | 15090 | N/A | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,464 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $298,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,606 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 99.498 SHS MEDTRONIC PLC USD | $10,328 | $11,288 |
| 26 SHS ALPHABET INC CAP STK CL A | $31,904 | $34,824 |
| SHS AMAZON.COM INC | $26,475 | $25,870 |
| 113,937 SHS APPLE INC COM USD | $24,897 | $33,458 |
| 506.664 SHS BANK OF AMERICA CORP | $15,610 | $17,845 |
| 89 SHS BERKSHIRE HATHAWAY INC COM USD | $18,545 | $20,159 |
| 132.385 SHS CVS HEALTH CORPORATION COM | $7,417 | $9,835 |
| 85.742 SHS CAPITAL ONE FINANCIAL CORP COM | $7,980 | $8,824 |
| 38.273 SHS CATERPILLAR INC COM | $5,116 | $5,652 |
| 67.334 SHS CHEVRON CORP NEW COM(CVX) | $8,362 | $8,114 |
| 185.736 SHS CITIGROUP INC COM NEW (C) | $13,234 | $14,838 |
| 31.496 SHS CUMMINS INC (CMI) | $5,204 | $5,637 |
| 83.582 SHS DELTA AIR LINES INC DEL COM NEW(DAL) | $5,152 | $4,888 |
| 107 SHS DISNEY WALT CO (DIS) | $15,406 | $15,475 |
| 69.70 SHS EXXON MOBIL CORP (XOM) | $5,252 | $4,864 |
| 54 SHS FACEBOOK INC-CLASS A(FB) | $10,267 | $11,084 |
| 30.302 SHS HONEYWELL INTERNATIONAL INC | $5,251 | $5,363 |
| 101.214 SHS INTEL CORP COM | $5,207 | $6,058 |
| 134.952 SHS JPMORGAN CHASE & CO COM | $15,578 | $18,812 |
| 118.658 SHS JOHNSON & JOHNSON COM | $6,655 | $17,309 |
| 14.165 SHS LOCKHEED MARTIN CORP | $5,183 | $5,516 |
| 20.080 SHS MARTIN MARIETTA MATERIALS INC | $5,063 | $5,615 |
| 73.868 SHS MCDONALDS CORP(MCD) | $15,635 | $14,597 |
| 122.814 SHS MERCK & CO INC NEW COM (MRK) | $10,304 | $11,170 |
| 258.741 SHS MICROSOFT CORP (MSFT) | $36,094 | $40,803 |
| 238.219 SHS MONDELEZ INTL INC COM NPV (MDLZ) | $12,915 | $13,121 |
| 343 SHS ORANGE-SPON ADR(ORAN) | $5,136 | $5,004 |
| 174.238 SHS PPL CORP COM | $5,199 | $6,252 |
| 51 SHS PAYPAL HLDGS INC COM(PYPL) | $5,150 | $5,517 |
| 99.696 SHS PEPSICO INC (PEP) | $12,950 | $13,625 |
| 397.647 SHS PFIZER INC (PFE) | $8,581 | $15,580 |
| 37.131 SHS PIONEER NATURAL RESOURCES CO | $5,169 | $5,621 |
| 107.661 SHS PROCTER & GAMBLE CO COM (PG) | $6,117 | $13,447 |
| 303 SHS ROCHE HLDG LTD SPONSORED ADR | $10,219 | $12,281 |
| 165.432 SHS ROYAL DUTCH SHELL ADR EA REP 2 CL A | $10,489 | $9,757 |
| 67 SHS SALESFORCE.COM INC COM | $10,562 | $10,897 |
| 119.998 SHS THE CHARLES SCHWAB CORPORATION | $5,158 | $5,707 |
| 161.379 SHS STARBUCKS CORP COM | $15,474 | $14,188 |
| 43.695 SHS UNITED PARCEL SVC INC CL B(UPS) | $5,262 | $5,115 |
| 76.799 SHS UNITED TECHNOLOGIES CORP | $10,395 | $11,501 |
| 40.337 SHS UNITEDHEALTH GROUP(UNH) | $10,306 | $11,858 |
| 58.094 SHS VISA INC COM CL A (V) | $10,450 | $10,916 |
| 115.534 SHS WALMART INC COM (WMT) | $12,910 | $13,730 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 557.919 SHS INVESCO OPPENHEIMER DEVELOPING MARKETS Y | AT COST | $24,003 | $25,441 |
| 2278.366 SHS ARTISAN INTL VALUE FUND ADVISOR | AT COST | $78,448 | $84,003 |
| 1516.416 SHS BARON EMERGING MARKETS FUND INSTL | AT COST | $21,052 | $22,367 |
| 3652.121 SHS OAKMARK INTL FUND INSTL | AT COST | $86,096 | $91,010 |
| 502.748 SHS CLERABRIDGE SMALL CAP GR CL | AT COST | $19,939 | $18,898 |
| 1579.833 SHS BLACKROCK STRATEGIC INCOME OPPRTSI INSTL | AT COST | $15,703 | $15,751 |
| 8051.762 SHS ALPS SMITH TOTAL RETURN BOND CL I | AT COST | $86,815 | $87,422 |
| 1308.441 SHS PIMCO INCOME FUND INSTITUTIONAL FUND | AT COST | $15,841 | $15,754 |
| 325.710 SHS VANGUARD INDEX TR VANGUARD EXTENDED | AT COST | $39,749 | $41,036 |
| 903.446 SHS WISDOMTREE TR US QUALITY DIVID | AT COST | $40,745 | $43,790 |
| 370.00 SHS PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF | AT COST | $37,618 | $37,588 |
| 467.399 SHS VANGUARD BD INDEX FUND INC TOTAL BOND | AT COST | $38,811 | $39,196 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT ON INVESTMENTS | Desc |
| Amt | $771 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $6,409 | Amt |
| Net Investment Income | $6,409 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $201 | $0 | $0 |
| TAXES | $200 | $0 | $0 |
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