ROBERT I GLIMCHER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERT I GLIMCHER FAMILY FOUNDATION (EIN 20-7366908)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-29
IRS object ID
202031209349100903
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-04-29T09:49:14-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH R PIOTPreparerPersonNm
PTINP01358891PTIN
Phone4122613644PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,801,900FMVAssetsEOYAmt
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$48,393DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,393DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,710NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$361,728GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,679OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,679OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$43,362TotalRevAndExpnssAmt
Total Net Invst Incm$51,072TotalNetInvstIncmAmt
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$4,726AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,363AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,363AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,020TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$193OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$193OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,556TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,363TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$214,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$214,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$226,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,556TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$216,653TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$182,867ExcessRevenueOverExpensesAmt
Net Investment Income$48,516NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,494CashBOYAmt
Cash EOY$99,238CashEOYAmt
Cash EOYFMV$99,238CashEOYFMVAmt
Corporate Stock BOY$1,118,498CorporateStockBOYAmt
Corporate Stock EOY$916,870CorporateStockEOYAmt
Corporate Stock EOYFMV$1,455,745CorporateStockEOYFMVAmt
Other Assets BOY$196,045OtherAssetsBOYAmt
Other Assets EOY$207,630OtherAssetsEOYAmt
Other Assets EOYFMV$246,917OtherAssetsEOYFMVAmt
Total Assets BOY$1,325,037TotalAssetsBOYAmt
Total Assets EOY$1,223,738TotalAssetsEOYAmt
Total Assets EOYFMV$1,801,900TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,325,037NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,223,738NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,325,037TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,223,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,325,037TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,223,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,325,037TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$182,867ExcessRevenueOverExpensesAmt
Other Increases$81,568OtherIncreasesAmt
Subtotal$1,223,738SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,223,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$140,439$204,564-$64,125-$64,125
SEVEN BRIDGES$199,361$164,874$34,487$34,487P
CAPITAL GAINS DIVIDENDS$21,928$21,928$21,928P
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,710CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$292,153AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,970,545NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.148260DistributionYr1Rt
Adjusted Qlfy Distri Yr2$271,970AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,470,055NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.110107DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,893AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,034,635NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049588DistributionYr3Rt
Adjusted Qlfy Distri Yr4$214,176AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,975,943NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.108392DistributionYr4Rt
Adjusted Qlfy Distri Yr5$70,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,000,124NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070905DistributionYr5Rt
Total Distribution0.487252TotalDistributionRt
Average Distribution0.097450AverageDistributionRt
Net Vl Noncharitable Assets$1,698,419NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$165,511AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$485NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$165,996AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$216,653QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$485InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$485SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$485TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,170EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,170TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,685OverpaymentAmt
Applied To ES Tax$2,685AppliedToESTaxAmt
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$1,390,985AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,381AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$246,917FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,724,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,724,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,864CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,698,419NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,921MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,921MinimumInvestmentReturnAmt
Tax Based On Investment Income$485TaxBasedOnInvestmentIncomeAmt
Total Tax$485TotalTaxAmt
Distributable Before Adj$84,436DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,436DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,436DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$216,653ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$216,653QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$485PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$216,168AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,436DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,156ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,485ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,004ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$157,205ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$199,254ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$502,104TotalExcessDistributionCyovAmt
Qualifying Distributions$216,653QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$84,436AppliedToCurrentYearAmt
Remaining Distri From Corpus$132,217RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$634,321TotalCorpusAmt
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$22,156ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$612,165ExcessDistriCyovToNextYrAmt
Excess From Year4$120,485ExcessFromYear4Amt
Excess From Year3$3,004ExcessFromYear3Amt
Excess From Year2$157,205ExcessFromYear2Amt
Excess From Year1$199,254ExcessFromYear1Amt
Excess From Current Year$132,217ExcessFromCurrentYearAmt

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 (47 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AFRICAN ENVIRONMENTAL FILM FOUNDATION
116 LA PATERA DRIVECAMARILLOCA93010NONEPCGENERAL SUPPORT$360
AFRICAN ENVIRONMENTAL FILM FOUNDATION
116 LA PATERA DRIVECAMARILLOCA93010NONEPCGENERAL SUPPORT$720
ALL STARS PROJECT
33 WASHINGTON STREET STE 100NEWARKNJ07102NONEPCGENERAL SUPPORT$1,000
BETHLEHEM HAVEN
905 WATSON STREETPITTSBURGHPA15219NONEPCGENERAL SUPPORT$3,600
BIG BROTHERS AND SISTER OF NEW YORK CITY
40 RECTOR ST 11TH FLNEW YORKNY10006NONEPCGENERAL SUPPORT$720
BOSTON UNIVERSITY HILLEL
213 BAY STATE ROADBOSTONMA02215NONEPCNONA GLIMCHER 2ND FL. STUDENT LOUNGE$15,000
BOSTON UNIVERSITY
881 COMMONWEALTH AVEBOSTONMA02215NONEPCDONATION - HILLEL & QUESTROM$10,000
CENTRAL PA COMMUNITY FOUNDATIONDEVORRIS DOWNTOWN FUND
1330 11TH AVEALTOONAPA16601NONEPCHERITAGE PLAZA PAVILLION$1,000
COLUMBUS SCHOOL FOR GIRLS
65 S DREXEL AVECOLUMBUSOH43209NONEPCGENERAL SUPPORT$5,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCGENERAL SUPPORT$1,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCANNUAL CONTRIBUTION$2,467
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCANNUAL CONTRIBUTION$2,467
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCCENTENNIAL CAMPAIGN$5,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPCCENTENNIAL CAMPAIGN$5,000
CONGREGATION BETH SHALOM
5915 BEACON STREETPITTSBURGHPA15217NONEPC2019 HHD PLEDGE FACADE$720
CONGREGATION POALE ZEDECK
6318 PHILLIPS AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$1,360
COOPER SIEGEL COMMUNITY LIBRARY
403 FOX CHAPEL ROADPITTSBURGHPA15238NONEPCGENERAL SUPPORT$1,000
EAST HARLEM TUTORIAL PROGRAM
2035 SECOND AVENUENEW YORKNY10029NONEPCGENERAL SUPPORT$1,000
FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217NONEPCCAPITAL CAMPAIGN$5,000
FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217NONEPCCAPITAL CAMPAIGN$5,000
FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217NONEPCFRIENDS ALL AROUND$1,000
FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217NONEPCWINE NIGHT DONATION$2,272
FRIENDSHIP CIRCLE
1922 MURRAY AVEPITTSBURGHPA15217NONEPCFRIENDS ALL AROUND$1,000
HILLEL JUC OF PITTSBURGH
4607 FORBES AVNEUEPITTSBURGHPA15213NONEPCCAMPUS SUPERSTAR$1,500
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BLVD SUITE 1000/KJLOS ANGELESCA90048NONEPCGENERAL SUPPORT$1,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEPCJEWISH WOMEN'S LEAUGE - NEW MIKVAH$2,000
JEWISH FEDERATION OF GREATER PITTSBURGH
234 MCKEE PLACEPITTSBURGHPA15213NONEPCJEWISH WOMEN'S FOUNDATION$1,250
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570NONEPCNONA GLIMCHER WELCOME CENTER$50,000
JEWISH NATIONAL FUND
78 RANDALL AVEROCKVILLE CENTRENY11570NONEPCNONA GLIMCHER WELCOME CENTER$50,000
KILLIAN CAVANAUGH FOUNDATION
220 WHETHERBURN DRIVEWEXFORDPA15090NONEPCTHE KILLIAN CAVANAUGH FOUNDATION FUNDRAISER$500
NATIONAL MS SOCIETY
1501 REEDSDALE STREETPITTSBURGHPA15233NONEPCGLIMCHER CHALLENGE$7,505
NATIONAL MS SOCIETY
1501 REEDSDALE STREETPITTSBURGHPA15233NONEPCRIG - 2019 GLIMCHER KEYSTONE COUNTRY$500
NEXT FOR AUTISM
1430 BROADWAYNEW YORKNY10018NONEPCGENERAL SUPPORT$613
PELOTONIA
L-3454COLUMBUSOH432603454NONEPCGENERAL SUPPORT$1,800
PELOTONIA
L-3454COLUMBUSOH432603454NONEPCGENERAL SUPPORT$500
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
SQUIRREL HILL URBAN COALITION
5604 SOLWAY ST STE 201PITTSBURGHPA15217NONEPC2019 TREASURE AWARD DINNER DONATION$100
STANLEY M MARKS BLOOD CANCER RESEARCH FUND
295 THIRD STREET SUITE 130BEAVERPA15009NONEPCDONATION - STANLEY MARKS MD GOLF CLASSIC$360
THE CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$2,500
THE CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$6,250
THE CHILDREN'S INSTITUTE OF PITTSBURGH
1405 SHADY AVENUEPITTSBURGHPA15217NONEPCGENERAL SUPPORT$613
THE PITTSBURGH PROMISE
1901 CENTRE AVENUE SUITE 204PITTSBURGHPA15219NONEPC2018-2019 SCHOOL YEAR$5,000
UNIVERSITY OF PITTSBURGH CANCER INSTITUTE
3600 FORBES AVE MEYRAN AVEPITTSBURGHPA15213NONEPC2019 HILLMAN CANCER CENTER GALA$5,000
YESHIVA SCHOOLS
2100 WIGHTMAN STREETPITTSBURGHPA15217NONEPCGENERAL SUPPORT$613
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$214,290TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOSTON UNIVERSITY HILLEL
213 BAY STATE RDBOSTONMA02215NONEPCBOSTON UNIVERSITY HILLEL ANNUAL FUND 2020 - 2025$85,000
PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222NONEPC2020 CAMPAIGN$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$90,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,393ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,710ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPROCEEDS FROM STOCK LITIGATIONDesc
Exclusion18ExclusionCd
Exclusion$2,679ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$43,362ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,362TotalIncomeProducingActyAmt

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$4,726Amt
Net Investment Income$2,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,363DisbursementsCharitablePrpsAmt

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 (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
5,676 SHS AT&T$117,540$221,818
2,417 SHS DISCOVERY COMM INC A$3,997$79,133
7,251 SHS DISCOVERY COMM INC C$10,977$221,083
7,000 SHS GENERAL ELECTRIC COMPANY$73,186$78,120
15,000 SHS GLIMCHER RLTY$383,205$323,550
317 SHS LIBERTY BROADBAND CL A$711$39,486
634 SHS LIBERTY BROADBAND CL C$1,410$79,726
5,802 SHS LIBERTY GLOBAL INC SER C$9,904$126,455
565 SHS LIBERTY LATIN AMER (LILAK)$1,434$10,995
417 SHS LIBERTY MEDIA CORP A$514$20,158
834 SHS LIBERTY MEDIA CORP C$994$40,149
317 SHS LIBERTY MEDIA CORP A MEDIA$315$13,878
126 SHS LIBERTY MEDIA CORP A BRAVES$151$3,736
634 SHS LIBERTY MEDIA CORP C MEDIA$608$29,142
432 SHS LIBERTY MEDIA CORP C BRAVES$2,542$12,761
2,318 SHS LIONS GATE$60,500$23,018
2,000 SHS VODAFONE GROUP$50,570$38,660
25,000 SHS WASHINGTON PRIME GRO$195,424$91,000
37 SHS WABTEC$2,888$2,877

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEVEN BRIDGES MULTI-STRATEGY FUND LTD$196,045$110,042$149,329
LANDMARK DIVIDEN GROWTH FUND - I, LP$0$97,588$97,588

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$151$151$0
LANDMARK DIVIDEND GROWTH FUND - I, LP (INVESTMENT EXPENSES)$42$42$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPROCEEDS FROM STOCK LITIGATIONDesc
Revenue And Expenses Per Books$2,679RevenueAndExpensesPerBooksAmt
Net Investment Income$2,679NetInvestmentIncomeAmt
Adjusted Net Income$2,679AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$81,568Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES PAIDCategoryTxt
Amt$7,020Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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