COOPER-SIEGEL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COOPER-SIEGEL FAMILY FOUNDATION (EIN 31-1537177)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-08
- IRS object ID
- 202502519349101100
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-08T09:01:35-04:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311537177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER E ETAL TTEES C-S FAM FDN-AGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COOP | BusinessNameControlTxt |
| Phone | 4122361103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E DAVID MARGOLIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122361103 | PhoneNum |
| Signature | 2025-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL WALTMAN | PreparerPersonNm |
| SSN | 134008324 | SSN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-08-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,021,363 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $655,725 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $106,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,055,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,706 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,043,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,586 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $525 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $525 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $897 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $897 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,676 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,117 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,280 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,262 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,740,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,740,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,777,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,262 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,749,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$734,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $375,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $39,889 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,924 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,669,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,913,418 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,960,439 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,709,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,974,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,021,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,709,531 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,974,342 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,709,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,974,342 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,709,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,974,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,709,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$734,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $1,975,041 | SubtotalAmt |
| Other Decreases | $699 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,974,342 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 158000. UNITED STATESTBOND 0.25% 7/15/24 | 2023-04-17 | 2024-07-15 | $158,000 | $149,970 | $8,030 | $8,030 | |
| 1709.726 CHAMPLAIN MID CAP FUND-INS | 2024-03-13 | 2024-10-02 | $42,726 | $45,000 | -$2,274 | -$2,274 | |
| 1542.681 JOHN HANCOCK III-DISC M/C-IS | 2024-03-13 | 2024-10-02 | $47,221 | $45,000 | $2,221 | $2,221 | |
| 1820.948 PGIM JENNISON GROWTH-Z | 2024-01-17 | 2024-10-02 | $129,251 | $109,000 | $20,251 | $20,251 | |
| 232.847 PGIM JENNISON GROWTH-Z | 2024-04-15 | 2024-10-02 | $16,527 | $15,000 | $1,527 | $1,527 | |
| 2. ISHARES S&P 500 INDEX FUND | 2024-01-11 | 2024-10-14 | $1,172 | $953 | $219 | $219 | |
| 1050.42 ARISTOTLE FLTNG RT INC-I | 2024-01-11 | 2024-12-10 | $10,000 | $10,014 | -$14 | -$14 | |
| 12084.82 BNY MELLON CORP BOND-M | 2024-01-17 | 2024-12-10 | $148,039 | $144,776 | $3,263 | $3,263 | |
| 976.404 BNY MELLON CORP BOND-M | 2024-08-13 | 2024-12-10 | $11,961 | $12,000 | -$39 | -$39 | |
| 4385.965 BNYM YLD ENHAN STRAT-Y | 2024-02-20 | 2024-12-10 | $50,000 | $48,728 | $1,272 | $1,272 | |
| 3567.053 BNYM INST SP 500 STCK-I | 2009-07-29 | 2024-12-10 | $235,961 | $77,566 | $158,395 | $158,395 | |
| 657.895 CALVERT SMALL CAP FUND | 2024-03-01 | 2024-12-10 | $26,053 | $22,500 | $3,553 | $3,553 | |
| 3201.199 DOUBLELINE TOTAL RET BD-I | 2024-01-11 | 2024-12-10 | $28,299 | $28,171 | $128 | $128 | |
| 192.466 DOUBLELINE TOTAL RET BD-I | 2024-07-31 | 2024-12-10 | $1,701 | $1,714 | -$13 | -$13 | |
| 6053.768 DOUBLELINE TOTAL RET BD-I | 2024-03-01 | 2024-12-10 | $53,515 | $52,957 | $558 | $558 | |
| 2430.395 DOUBLELINE TOTAL RET BD-I | 2024-08-13 | 2024-12-10 | $21,485 | $22,000 | -$515 | -$515 | |
| 5376.344 DOUBLELINE CORE FIXED INCOME FUND -I | 2024-07-23 | 2024-12-10 | $50,000 | $50,596 | -$596 | -$596 | |
| 849.593 HOTCHKIS & WILEY HIGH YLD-I | 2024-01-11 | 2024-12-10 | $9,108 | $8,895 | $213 | $213 | |
| 83.243 HOTCHKIS & WILEY HIGH YLD-I | 2024-07-31 | 2024-12-10 | $892 | $887 | $5 | $5 | |
| 958.773 HOTCHKIS & WILEY HIGH YLD-I | 2024-03-01 | 2024-12-10 | $10,278 | $10,000 | $278 | $278 | |
| 250. INVESCO SENIOR LOAN ETF | 2024-01-11 | 2024-12-10 | $5,283 | $5,303 | -$20 | -$20 | |
| 175. ISHARES DJ SELECT DIVIDEND INDEX FD | 2024-01-11 | 2024-12-10 | $24,285 | $20,321 | $3,964 | $3,964 | |
| 105. ISHARES DJ SELECT DIVIDEND INDEX FD | 2024-03-12 | 2024-12-10 | $14,562 | $12,447 | $2,115 | $2,115 | |
| 495. ISHARES DJ SELECT DIVIDEND INDEX FD | 2023-03-22 | 2024-12-10 | $68,648 | $57,022 | $11,626 | $11,626 | |
| 200. ISHARES S&P 500 INDEX FUND | 2024-01-11 | 2024-12-10 | $121,470 | $95,294 | $26,176 | $26,176 | |
| 45. ISHARES S&P 500 INDEX FUND | 2024-03-12 | 2024-12-10 | $27,355 | $23,197 | $4,158 | $4,158 | |
| 255. ISHARES S&P 500 INDEX FUND | 2024-10-02 | 2024-12-10 | $155,009 | $145,963 | $9,046 | $9,046 | |
| 175. ISHARES BARCLAYS 20+YR TREAS BD FD | 2024-01-11 | 2024-12-10 | $16,277 | $16,788 | -$511 | -$511 | |
| 1111. ISHARES TR S&P MIDCAP 400 INDEX FD | 2024-10-02 | 2024-12-10 | $73,761 | $68,869 | $4,892 | $4,892 | |
| 150. ISHARES TR S & P SMALL CAP 600 | 2024-01-11 | 2024-12-10 | $18,665 | $15,596 | $3,069 | $3,069 | |
| 750. ISHARES BARCLAYS CREDIT BOND FUND | 2024-01-11 | 2024-12-10 | $38,582 | $38,169 | $413 | $413 | |
| 175. ISHARES LEHMAN 10-20 YEAR TR | 2024-01-11 | 2024-12-10 | $18,249 | $18,534 | -$285 | -$285 | |
| 805. ISHARES MSCI USA MIN VOL | 2024-03-01 | 2024-12-10 | $74,568 | $66,033 | $8,535 | $8,535 | |
| 853.116 JOHN HANCOCK III-DISC M/C-IS | 2024-01-11 | 2024-12-10 | $26,933 | $23,000 | $3,933 | $3,933 | |
| 2693.966 PRINCIPAL PREFERRED SEC-INS | 2024-03-22 | 2024-12-10 | $25,000 | $24,407 | $593 | $593 | |
| 591.017 PGIM JENNISON GROWTH-Z | 2024-01-11 | 2024-12-10 | $41,927 | $35,000 | $6,927 | $6,927 | |
| 60.076 PGIM JENNISON GROWTH-Z | 2024-12-06 | 2024-12-10 | $4,262 | $4,333 | -$71 | -$71 | |
| 942.574 T ROWE PRICE INST HIGH YIELD | 2024-01-11 | 2024-12-10 | $7,475 | $7,343 | $132 | $132 | |
| 66.253 T ROWE PRICE INST HIGH YIELD | 2024-07-31 | 2024-12-10 | $525 | $523 | $2 | $2 | |
| 1250. S P D R BARCLAYS LONG TERM CORP | 2024-01-11 | 2024-12-10 | $29,179 | $29,331 | -$152 | -$152 | |
| 54. SPDR SER TR | 2024-03-12 | 2024-12-10 | $7,554 | $6,967 | $587 | $587 | |
| 446. SPDR SER TR | 2023-03-22 | 2024-12-10 | $62,389 | $53,871 | $8,518 | $8,518 | |
| 2768.549 TIAA-CREF SOCIAL CHOICE BOND F | 2024-08-13 | 2024-12-10 | $25,000 | $25,609 | -$609 | -$609 | |
| 70. ISHARES S&P 500 INDEX FUND | 2025-02-13 | 2025-03-24 | $40,328 | $42,721 | -$2,393 | -$2,393 | |
| 135.634 ARISTOTLE FLTNG RT INC-I | 2024-07-01 | 2025-04-22 | $1,257 | $1,289 | -$32 | -$32 | |
| 167.28 ARISTOTLE FLTNG RT INC-I | 2024-10-31 | 2025-04-22 | $1,551 | $1,584 | -$33 | -$33 | |
| 3831.249 ARISTOTLE FLTNG RT INC-I | 2024-01-11 | 2025-04-22 | $35,516 | $36,511 | -$995 | -$995 | |
| 48.3805 H & W HIGH YIELD-Z | 2024-12-31 | 2025-04-22 | $499 | $512 | -$13 | -$13 | |
| 1115.5385 H & W HIGH YIELD-Z | 2024-01-11 | 2025-04-22 | $11,501 | $11,669 | -$168 | -$168 | |
| 331. INVESCO SENIOR LOAN ETF | 2024-01-11 | 2025-04-22 | $6,779 | $7,021 | -$242 | -$242 | |
| 25.528 T ROWE PRICE INST HIGH YIELD | 2024-12-31 | 2025-04-22 | $195 | $201 | -$6 | -$6 | |
| 628.067 T ROWE PRICE INST HIGH YIELD | 2024-01-11 | 2025-04-22 | $4,805 | $4,893 | -$88 | -$88 | |
| 906.618 BNYM YLD ENHAN STRAT-Y | 2025-01-10 | 2025-04-24 | $10,000 | $10,127 | -$127 | -$127 | |
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,333 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,780 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,780 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,567 | OverpaymentAmt |
| Applied To ES Tax | $1,567 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122361103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 550 ROSS STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| E DAVID MARGOLIS | ||||||
| 501 GRANT ST STE 200 | PITTSBURGH | PA | 152194413 | TRUSTEE | 1 | $6,000 |
| ERIC COOPER | ||||||
| 295 FAIRVIEW ROAD | PITTSBURGH | PA | 15238 | CO-TRUSTEE | 0 | $0 |
| NAOMI SIEGEL | ||||||
| 295 FAIRVIEW ROAD | PITTSBURGH | PA | 15238 | CO-TRUSTEE | 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 |
| 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 | $2,319,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,650,207 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,650,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,610,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,213 | TotalTaxAmt |
| Distributable Before Adj | $125,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,310 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,749,439 | 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 | $1,749,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,324,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,650,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,646,454 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,621,530 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,749,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,624,129 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,245,659 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,324,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,920,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $1,650,085 | ExcessFromYear2Amt |
| Excess From Year1 | $1,646,454 | ExcessFromYear1Amt |
| Excess From Current Year | $1,624,129 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE DEVER CTFA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GRANT STREET SUITE 3750 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15258 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122345908 | RecipientPhoneNum |
| Form And Info And Materials | AVAILABLE UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | GENERAL OPERATING | $10,000 | |
| BREAKTHROUGH T1D FOUNDATION | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ASPINWALL MEALS ON WHEELS | ||||||||
| 450 WALNUT ST | BLAWNOX | PA | 15238 | NONE | PC | GENERAL OPERATING | $5,000 | |
| LAURI ANN WEST COMMUNITY CENTER ASSOC | ||||||||
| 1220 POWERS RUNS RD | PITTSBURGH | PA | 15238 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NETWORK FOR VICTIM RECOVERY OF DC | ||||||||
| 6955 WILLOW ST NW 501 | WASHINGTON | DC | 20012 | NONE | PC | GENERAL OPERATING | $30,000 | |
| READING READY PITTSBURGH | ||||||||
| 222 E 8TH AVENUE | HOMESTEAD | PA | 15120 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE NEW YORK TIMES COMMUNITIES FUND | ||||||||
| 620 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WILLIAMS COLLEGE | ||||||||
| 880 MAIN ST | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTI | ||||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $15,000 | |
| AMERICAN PSYCHIATRIC ASSOCIATION | ||||||||
| 800 MAINE AVE SW SUITE 900 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATING | $15,000 | |
| ABOLITIONIST LAW CENTER | ||||||||
| 631 N 12TH ST | PHILADELPHIA | PA | 19123 | NONE | PC | GENERAL OPERATING | $5,000 | |
| THE FISTULA FOUNDATION | ||||||||
| 1700 THE ALAMEDA SUITE 300 | SAN JOSE | CA | 95126 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DEPRESSION AND BIPOLAR SUPPORT ALLIANCE | ||||||||
| 55 E JACKSON BLVD SUITE 490 | CHICAGO | IL | 60604 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2121 I ST NW | WASHINGTON | DC | 20052 | NONE | PC | GENERAL OPERATING | $30,000 | |
| LITERACY FOR INCARCERATED TEENS | ||||||||
| 275 9TH STREET BOX 150300 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL OPERATING | $5,000 | |
| INTERNATIONAL BIPOLAR FOUNDATION | ||||||||
| 1050 ROSECRANS ST SUITE M | SAN DIEGO | CA | 92106 | NONE | PC | GENERAL OPERATING | $10,000 | |
| THE BAIL PROJECT | ||||||||
| PO BOX 102592 | PASEDENA | CA | 911892592 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||||
| 10 ANNAS PLACE | DEDHAM | MA | 02026 | NONE | PC | GENERAL OPERATING | $2,500 | |
| YIVO INSTITUTE FOR JEWISH RESEARCH INC | ||||||||
| 15 W 16TH ST 6301 | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BALTIMORE ANIMAL RESCUE AND CARE SHELTER | ||||||||
| 2490 GILES RD | BALTIMORE | MD | 21225 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BALTIMORE HARM REDUCTION COALITION INC | ||||||||
| 116 E 25TH STREET | BALTIMORE | MD | 21218 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BALTIMORE SAFE HAVEN | ||||||||
| 2117 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BALTIMORE TREE TRUST INC | ||||||||
| 330 W 24TH ST | BALTIMORE | MD | 21211 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MARYLAND FOOD BANK INC | ||||||||
| 2200 HALETHORPE FARMS RD | BALTIMORE | MD | 21227 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MARYLAND SPCA | ||||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | NONE | PC | GENERAL OPERATING | $2,000 | |
| BROOKLINE ARTS CENTER INC | ||||||||
| 86 MONMOUTH ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | ||||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE COMMUNITY FOUNDATION INC | ||||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 054457937 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE FOOD PANTRY INC | ||||||||
| 210 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CHILDRENS ONCOLOGY SERVICES OF MASSACHUS | ||||||||
| 229 KENT ST | BROOKLINE | MA | 02446 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CITY YEAR INC | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE LIBRARY FOUNDATION INC | ||||||||
| 361 WASHINGTON STREET | BROOKLINE | MA | 02445 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NATIONAL BRAIN TUMOR SOCIETY INC | ||||||||
| 55 CHAPEL STREET SUITE 006 | NEWTON | MA | 02458 | NONE | PC | GENERAL OPERATING | $5,000 | |
| KINGITI SCHOOL SCHOLARSHIP AND VILLAGE | ||||||||
| 371 LINCOLN ROAD UNIT 2 | BROOKLYN | NY | 11225 | NONE | PC | GENERAL OPERATING | $2,500 | HEALTH OUTREACH FUND INC |
| PINE STREET INN INC | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | GENERAL OPERATING | $7,500 | |
| SCIENCE WITH A MISSION INC | ||||||||
| 602 MASSAPOAG AVE | SHARON | MA | 02067 | NONE | PC | GENERAL OPERATING | $7,500 | |
| THE NATIONAL ALLIANCE TO END HOMELESSNES | ||||||||
| 1025 VERMONT AVE NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $10,000 | |
| WIKIMEDIA FOUNDATION | ||||||||
| 1 SANSOME STREET SUITE 1895 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 200906538 | NONE | PC | GENERAL OPERATING | $5,000 | |
| MUCKROCK FOUNDATION | ||||||||
| 263 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COALITION FOR THE HOMELESS INC | ||||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NACDL FOUNDATION FOR CRIMINAL JUSTICE | ||||||||
| 1660 L ST NW 12TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NATIVE AMERICAN RIGHTS FUND | ||||||||
| 250 ARAPHOE AVE | BOULDER | CO | 80302 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NAMI INC | ||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REFUGEE AND IMMIGRANT CENTER FOR | ||||||||
| 1420 W MOCKINGBIRD LN SUITE 840 | DALLAS | TX | 75247 | NONE | PC | GENERAL OPERATING | $10,000 | EDUCATION AND LEGAL SERVICES |
| SISTERS PGH | ||||||||
| 213 SMITHFIELD ST SUITE 219 | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WQED MULTIMEDIA | ||||||||
| 4802 5TH AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WOMEN'S CENTER AND SHELTER OF | ||||||||
| PO BOX 9024 | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL OPERATING | $50,000 | |
| WILLIAM J BRENNAN JR CENTER FOR | ||||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON DC | DC | 20036 | NONE | PC | GENERAL OPERATING | $100,000 | |
| WEST POINT JEWISH CHAPEL FUND | ||||||||
| 750 MERRITT RD | WEST POINT | NY | 10996 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UNITED STATES COAST GUARD ALUMNI | ||||||||
| 47 MOHEGAN AVE | NEW LONDON | CT | 063208111 | NONE | PC | GENERAL OPERATING | $1,000 | |
| TICKETS FOR KIDS FOUNDATION | ||||||||
| 700 BLAW AVE | PITTSBURGH | PA | 15238 | NONE | PC | GENERAL OPERATING | $7,500 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 114 UNIVERSITY AVENUE | ROCHESTER | NY | 14605 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PITTSBURGH YOUTH LEADERSHIP | ||||||||
| 1034 FIFTH AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PITTSBURGH COMMUNITY BROADCASTING CORP | ||||||||
| 67 BEDFORD SQUARE | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL OPERATING | $5,000 | |
| PERSAD CENTER INC | ||||||||
| 5301 BUTLER ST 100 | PITTSBURGH | PA | 15201 | NONE | PC | GENERAL OPERATING | $10,000 | |
| NATIONAL PUBLIC RADIO INC | ||||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON DC | DC | 20002 | NONE | PC | GENERAL OPERATING | $10,000 | |
| MAINSTAY LIFE SERVICES | ||||||||
| 200 ROESSLER ROAD | PITTSBURGH | PA | 15220 | NONE | PC | GENERAL OPERATING | $1,000 | |
| JEWISH CHAPEL TITHES AND OFFERINGS FUND | ||||||||
| 650 SMITHFIEDL STREET | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $1,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | NONE | PC | GENERAL OPERATING | $25,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON DC | DC | 200363278 | NONE | PC | GENERAL OPERATING | $15,000 | |
| HILLEL JEWISH UNIVERSITY CENTER | ||||||||
| 4607 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $10,000 | |
| GREATER PITTSBURGH LITERACY COUNCIL | ||||||||
| 411 SEVENTH AVE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| 1 N LINDEN ST | DUQUESNE | PA | 15110 | NONE | PC | GENERAL OPERATING | $75,000 | |
| FRIENDS OF THE JEWISH CHAPEL INC | ||||||||
| 326 FIRST STREET | ANNAPOLIS | MD | 21403 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FRESH AIR FUND | ||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING | $25,000 | |
| FILM PITTSBURGH | ||||||||
| 1789 S BRADDOCK AVENUE | PITTSBURGH | PA | 15218 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CIVIC LIGHT OPERA ASSOCIATION | ||||||||
| 719 LIBERTY AVE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CITY THEATRE COMPANY INC | ||||||||
| 1300 BINGHAM STREET | PITTSBURGH | PA | 15203 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CHILDREN'S INSTITUTE OF PITTSBURGH | ||||||||
| 1405 SHADY AVENUE | PITTSBURGH | PA | 152171350 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CASA OF ALLEGHENY COUNTY | ||||||||
| 564 FORBES AVENUE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $5,000 | |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||||
| 4400 FORBES AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $10,000 | |
| CARNEGIE LIBRARY OF HOMSTEAD | ||||||||
| 510 EAST 10TH AVENUE | MUNHALL | PA | 15120 | NONE | PC | GENERAL OPERATING | $10,000 | |
| ASPINWALL RIVERFRONT PARK INC | ||||||||
| 285 RIVER AVENUE | ASPINWALL | PA | 15215 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN CIVIL LIBERTIES FOUNDATION | ||||||||
| PO BOX 60173 | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL OPERATING | $100,000 | |
| ALLIES FOR HEALTH AND WELLBEING | ||||||||
| 5913 PENN AVE | PITTSBURGH | PA | 15206 | NONE | PC | GENERAL OPERATING | $5,000 | |
| TRANSGENDER LEGAL DEFENCE AND EDUCTION | ||||||||
| 20 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $15,000 | |
| THE WILLIAMSBURG SYMPHONY ORCHESTRA | ||||||||
| PO BOX 400 | WILLIAMSBURG | VA | 23187 | NONE | PC | GENERAL OPERATING | $10,000 | |
| SQUIRREL HILL HEALTH CENTER | ||||||||
| 4516 BROWNS HILL ROAD | PITTSBURGH | PA | 15217 | NONE | PC | GENERAL OPERATING | $350,000 | |
| PLANNED PARENT HOOD OF WESTERN | ||||||||
| 933 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | NONE | PC | GENERAL OPERATING | $100,000 | |
| LAMBDA LEGAL DEFENSE AND EDUCATION | ||||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 100053919 | NONE | PC | GENERAL OPERATING | $10,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 15219 | NONE | PC | GENERAL OPERATING | $215,000 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FDN | ||||||||
| 4401 PENN AVE | PITTSBURGH | PA | 15224 | NONE | PC | GENERAL OPERATING | $165,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,740,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,072 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $387,778 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $387,778 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ERIC C COOPER 2010 CLAT | ||||||
| 1 | C/O VANGUARD NATIONAL TRUST COMPANY | VALLEY FORGE | PA | 194820709 | $537,725 | Yes (X) |
| NAOMI W SIEGEL 2011 CLAT | ||||||
| 2 | C/O VANGUARD NATIONAL TRUST COMPANY | VALLEY FORGE | PA | 194820709 | $118,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $897 | Amt |
| Disbursements Charitable Prps | $897 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (34 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 05589K863 BNYM INST SP 500 STC | |||
| 05569M368 BNY MELLON CORP BOND | AT COST | $155,224 | $157,583 |
| 78464A763 SPDR SER TR | AT COST | $73,929 | $77,314 |
| 91282CCL3 UNITED STATESTBOND | |||
| 464287168 ISHARES DJ SELECT DI | AT COST | $147,495 | $155,982 |
| 00766Y513 CHAMPLAIN MID CAP FU | |||
| 04045F592 ARISTOTLE FLTNG RT I | |||
| 05588L888 BNYM YLD ENHAN STRAT | AT COST | $56,145 | $56,018 |
| 09260B382 BLACKROCK STRAT INC | AT COST | $195,000 | $197,165 |
| 13161P862 CALVERT SMALL CAP FU | |||
| 258620103 DOUBLELINE TOTAL RET | AT COST | $217,995 | $220,974 |
| 44134R735 HOTCHKIS & WILEY HIG | |||
| 46138G508 INVESCO SENIOR LOAN | AT COST | $12,726 | $12,432 |
| 464287200 ISHARES S&P 500 INDE | AT COST | $357,039 | $392,246 |
| 464287432 ISHARES BARCLAYS 20+ | AT COST | $8,058 | $7,515 |
| 464287507 ISHARES TR S&P MIDCA | AT COST | $140,995 | $135,787 |
| 464287804 ISHARES TR S & P SMA | AT COST | $75,631 | $69,090 |
| 464288620 ISHARES BARCLAYS CRE | AT COST | $6,769 | $6,758 |
| 464288653 ISHARES LEHMAN 10-20 | AT COST | $6,355 | $6,158 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $91,684 | $92,540 |
| 47803W406 JOHN HANCOCK III-DIS | |||
| 67092P201 NUVEEN ESG LARGE-CAP | AT COST | $16,014 | $18,547 |
| 74253Q416 PRINCIPAL PREFERRED | |||
| 74437E404 PGIM JENNISON GROWTH | |||
| 77958B204 T ROWE PRICE INST HI | AT COST | $5,878 | $5,837 |
| 78464A367 S P D R BARCLAYS LON | AT COST | $15,463 | $14,570 |
| 912797GB7 U S TREASURY BILL | |||
| 912797GW1 UNITED STATES TREAS | |||
| 258620301 DOUBLELINE CORE FIXE | AT COST | $166,526 | $167,981 |
| 44134R529 H & W HIGH YIELD-Z | AT COST | $12,892 | $12,835 |
| 464287176 ISHARES BARCLAYS TIP | AT COST | $33,332 | $33,709 |
| 464287705 ISHARES S&P MIDCAP 4 | AT COST | $11,284 | $11,421 |
| 74256W485 PRINCIPAL PREFERRED | AT COST | $25,593 | $25,649 |
| 87245R672 TIAA-CREF SOCIAL CHO | AT COST | $81,391 | $82,328 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $525 | LegalFeesAmt |
| Disbursements Charitable Prps | $525 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $699 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $12,793 | Amt |
| Net Investment Income | $7,676 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,117 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $10,500 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,780 | $0 | $0 |
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