GILDEA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GILDEA FOUNDATION INC (EIN 52-0811730)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202001979349102155
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-15T15:41:29-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | 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 | 520811730 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GILDEA FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHERINE BYRNE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GILD | BusinessNameControlTxt |
| Phone | 4127623502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TOWER 300 FIFTH AVE 27TH FL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TREVOR GILDEA | PersonNm |
| Person Title | PRESIDENT/CHAIR | PersonTitleTxt |
| Phone | 4127623502 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL K RUDOY | PreparerPersonNm |
| PTIN | P00949153 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2020-06-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.66.138.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-23 | IPDt |
| IP Tm | 14:21:25 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D5B3870425A64AB81254A69E8E35597CD822CCAA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D5B3870425A64AB81254A69E8E35597CD822CCAA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,576,090 | 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 | $57,220 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,220 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $968,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,958 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $137,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $137,178 | 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 |
| Accounting Fees Rev And Expnss | $2,440 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,220 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,220 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,483 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $86 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,680 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,680 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,088,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,122,168 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,598,104 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $930,317 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $851,882 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $949,306 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,039,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,002,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,576,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,039,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,002,730 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,039,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,002,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,039,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,002,730 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,039,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,002,730 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,002,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $966,365 | $888,876 | $77,489 | $77,489 |
| CAPITAL GAINS DIVIDENDS | P | $2,469 | $2,469 | $2,469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,958 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,526,918 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046633 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,614 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,427,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,282,983 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050026 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $100,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,398,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,339,781 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042312 | DistributionYr5Rt |
| Total Distribution | 0.228291 | TotalDistributionRt |
| Average Distribution | 0.045658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,512,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $114,736 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,027 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $115,763 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,403 | 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 | $1,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,773 | OverpaymentAmt |
| Applied To ES Tax | $1,773 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | 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 |
| Individual With Books | KENNETH SPRUILL VICE PRESIDENT WE | IndividualWithBooksNm |
| Phone | 4127629540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TOWER AT PNC PLAZA 300 FIFTH | AddressLine1Txt |
| Address Line2 | AVENUE 27TH FLOOR | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN W GILDEA | ||||||||
| 854 TOLER DRIVE | MOUNT PLEASANT | SC | 29464 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| RAY M GILDEA | ||||||||
| 220 3RD STREET SOUTH | COLUMBUS | MS | 39701 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| DR PATRICIA GILDEA | ||||||||
| 128 MOSS LANE | MADISON | MS | 39110 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| GERTRUDE GILDEA | ||||||||
| 175 CROFT ROAD | BYHALIA | MS | 38611 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| JULIANA GILDEA | ||||||||
| 300 FIFTH AVE 27TH FLOOR | PITTSBURGH | PA | 15222 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LIZ GILDEA | ||||||||
| 300 FIFTH AVE 27TH FLOOR | PITTSBURGH | PA | 15222 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| EMERY LONG | ||||||||
| 300 FIFTH AVE 27TH FLOOR | PITTSBURGH | PA | 15222 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| TREVOR GILDEA | ||||||||
| 300 FIFTH AVE 27TH FLOOR | PITTSBURGH | PA | 15222 | PRESIDENT/CHAIR | 5.00 | $0 | $0 | $0 |
| DOROTHY LONG | ||||||||
| 300 FIFTH AVE 27TH FLOOR | PITTSBURGH | PA | 15222 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| PATRICK LONG | ||||||||
| 300 FIFTH AVE 27TH FLOOR | PITTSBURGH | PA | 15222 | VP/CHAIR | 5.00 | $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 | $2,525,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,551,218 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,551,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,512,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,027 | TotalTaxAmt |
| Distributable Before Adj | $124,621 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,621 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,621 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $136,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,027 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,376 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,621 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $121,805 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $121,805 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,598 | 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 | $110,023 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH SPRUILL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THE TOWER AT PNC PLAZA 300 FIFTH | AddressLine1Txt |
| Address Line2 | AVENUE 27TH FLOOR | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127629540 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER STATING PROPOSAL | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARY INTERESTS ARE CONSERVATION AND EDUCATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASTRONAUT SCHOLARSHIP FOUNDATION | |||||||
| 651 DANVILLE DRIVE SUITE 101 | ORLANDO | FL | 32825 | NONE | PUBLIC | EDUCATION | $5,000 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| 1430 WALNUT STREET SUITE 200 | PHILADELPHIA | PA | 19102 | NONE | PUBLIC | CONSERVATION | $20,000 |
| COLUMBUS CIVIC ARTS COUNCIL INC | |||||||
| 501 MAIN STREET | COLUMBUS | MS | 39701 | NONE | PUBLIC | EDUCATION | $5,000 |
| FRESH FUTURE FARM INC | |||||||
| 2008 SUCCESS STREET | NORTH CHARLESTON | SC | 29405 | NONE | PUBLIC | CONSERVATION | $10,000 |
| INFINITY SCIENCE CENTER | |||||||
| 1 DISCOVERY CIRCLE PO BOX 580 | PEARLINGTON | MS | 39572 | NONE | PUBLIC | EDUCATION | $5,000 |
| INTERNATIONAL SOCIETY FOR THE PROTECTION OF MUSTANGS & BURROS | |||||||
| PO BOX 435 | RAPID CITY | SD | 57709 | NONE | PUBLIC | CHARITY | $10,000 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 SOUTH SILVER HILL | FINLAND | MN | 55603 | NONE | PUBLIC | RESEARCH | $10,000 |
| SOUTH CAROLINA AQUARIUM | |||||||
| 100 AQUARIUM WHARF | CHARLESTON | SC | 29401 | NONE | PUBLIC | EDUCATION & CONSERVATION | $7,500 |
| SOUTH CAROLINA COASTAL CONSERVATION LEAGUE | |||||||
| 131 SPRING STREET SUITE A | CHARLESTON | SC | 29403 | NONE | PUBLIC | CHARITY | $7,500 |
| STARKVILLE STRINGS SCHOOL | |||||||
| 1004 NORTH JACKSON STREET | STARKVILLE | MS | 39759 | NONE | PUBLIC | EDUCATION | $10,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 1875 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20009 | NONE | PUBLIC | CONSERVATION | $10,000 |
| ROOTS2RISE | |||||||
| 4230 MAIN STREET | PHILADELPHIA | PA | 191271239 | NONE | PUBLIC | EDUCATION | $5,000 |
| AMAZON WATCH | |||||||
| 520 3RD STREET SUITE 108 | OAKLAND | CA | 94607 | NONE | PUBLIC | CONSERVATION | $10,000 |
| MISSISSIPPI STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 1271 | STARKVILLE | MS | 39759 | NONE | PUBLIC | EDUCATION | $10,000 |
| RAINFOREST TRUST | |||||||
| 7200 LINEWEAVER ROAD SUITE 100 | VINT HILL | VA | 20187 | NONE | PUBLIC | CONSERVATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,000 | 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 | $57,220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $137,178 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $137,178 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,440 | Amt |
| Net Investment Income | $1,220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,220 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,122,168 | EOYBookValueAmt |
| EOYFMV | $1,598,104 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS AND OTHER ALTERNATIVE INVESTMENTS | AT COST | $702,602 | $709,323 |
| ETF - EQUITY (ISHARES) | AT COST | $149,280 | $239,983 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTERED AGENT FEE | Desc |
| Revenue And Expenses Per Books | $183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $183 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANGAGEMENT FEES | CategoryTxt |
| Amt | $33,220 | Amt |
| Net Investment Income | $33,220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $3,397 | $0 | $0 |
| FOREIGN TAXES | $86 | $86 | $0 |