EDEN HALL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EDEN HALL FOUNDATION (EIN 25-1384468)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-21
- IRS object ID
- 202002039349100005
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-21T02:13:08-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RD HOAG & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH BELL AVE SUITE 100 | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | 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 | 251384468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDEN | BusinessNameControlTxt |
| Phone | 4126426697 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Grant Street Room 5050 | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Greer | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2020-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG BREERWOOD CPA | PreparerPersonNm |
| Phone | 4122781600 | PhoneNum |
| Preparation | 2020-07-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.145.40.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-21 | IPDt |
| IP Tm | 17:15:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4AEE3D7F1F077925D9A7BF9FE767FD114ABD6EB8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B45D20DEC76AE822A530057A5C6F8E18F5E767E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,736,139 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $28,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,343,989 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,343,989 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $862,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,667,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $862,672 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $53,280 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,388 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,288,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,239,979 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $578,215 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $223,642 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $354,573 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $264,644 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $114,750 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $149,894 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $141,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $61,294 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $80,067 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,872 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,872 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,361 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $22,361 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $213,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,356 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $145,118 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,572 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $117,546 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $10,824 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,165 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $8,659 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $248,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $69,526 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $177,820 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,628,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $516,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $937,148 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,356,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,356,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,985,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $516,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,293,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,696,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,723,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $789,208 | CashBOYAmt |
| Cash EOY | $1,700,113 | CashEOYAmt |
| Cash EOYFMV | $1,700,113 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $1,416 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $104,148,846 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,124,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $236,661,772 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,033,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,033,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,676,449 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $505,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $505,866 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $255,201 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,307 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $159,414 | LandBOYAmt |
| Land EOY | $133,894 | LandEOYAmt |
| Land EOYFMV | $133,894 | LandEOYFMVAmt |
| Other Assets BOY | $58,045 | OtherAssetsBOYAmt |
| Other Assets EOY | $58,045 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $58,045 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $112,190,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,555,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,736,139 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $7,680,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,067,540 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $29,494 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $70,213 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,709,494 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,137,753 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $104,480,708 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $107,417,740 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,480,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,417,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $112,190,202 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,555,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,480,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,696,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,020,779 | OtherIncreasesAmt |
| Subtotal | $108,805,280 | SubtotalAmt |
| Other Decreases | $1,387,540 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $107,417,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Wells Fargo Co | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,667,646 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,804,974 | CostOrOtherBasisAmt |
| Gain Or Loss | $862,672 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $862,672 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $862,672 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,294,385 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $227,212,843 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.054110 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,456,555 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $216,846,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.048221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,348,843 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $199,716,716 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.051818 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,187,521 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $193,252,985 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.052716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,924,713 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $155,114,235 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.070430 | DistributionYr5Rt |
| Total Distribution | 000000.277295 | TotalDistributionRt |
| Average Distribution | 000000.055459 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $231,055,838 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,814,126 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $87,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,901,365 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,293,768 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $174,478 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $174,478 | SubtotalAmt |
| Tax Based On Investment Income | $174,478 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $136,662 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $37,816 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $174,478 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $174,478 | OriginalReturnTaxPaidAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Website Address | www.edenhallfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDEN HALL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4126426697 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET SUITE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| GEORGE C GREER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | CHAIRMAN AND PRESIDENT | 002.00 | $30,000 | |
| JOHN M MAZUR | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. TREASURER | 030.00 | $150,000 | |
| MARGARET P JOY | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | V.P. SECRETARY | 002.00 | $30,000 | |
| LAURA S FISHER | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| CHARLES J STOUT | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | VICE PRESIDENT | 002.00 | $30,000 | |
| SYLVIA V FIELDS | |||||||
| 600 GRANT STREET | PITTSBURGH | PA | 15219 | EXECUTIVE DIRECTOR | 040.00 | $308,215 | $49,697 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICIA M CHATKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 GRANT STREET STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROG. OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $107,058 | CompensationAmt |
| Employee Benefits | $27,511 | EmployeeBenefitsAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $233,342,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,027,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $204,699 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $234,574,455 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $234,574,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,518,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $231,055,838 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,552,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,552,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174,478 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174,478 | TotalTaxAmt |
| Distributable Before Adj | $11,378,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $40,946 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,419,260 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,419,260 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,293,768 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $12,293,768 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $12,293,768 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,419,260 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,988,368 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,187,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,348,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,071,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,596,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,293,768 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,419,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $874,508 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,470,764 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,988,368 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,482,396 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,187,521 | ExcessFromYear4Amt |
| Excess From Year3 | $10,348,843 | ExcessFromYear3Amt |
| Excess From Year1 | $1,071,524 | ExcessFromYear1Amt |
| Excess From Current Year | $874,508 | 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 | SYLVIA V FIELDS EDEN HALL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION 600 GRANT ST STE 5050 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4126426697 | RecipientPhoneNum |
| Form And Info And Materials | Submissions are accepted in writing either by mail or online submission | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Rolling | SubmissionDeadlinesTxt |
| Restrictions On Awards | None - Board determines awards | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Various | GrantOrContributionPurposeTxt |
| Amt | $11,356,620 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,356,620 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | Various | GrantOrContributionPurposeTxt |
| Amt | $6,697,540 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,697,540 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,343,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $862,672 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,388 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,239,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,239,979 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $22,361 | Amt |
| Disbursements Charitable Prps | $22,361 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds | BondNm |
| EOY Book Value | $7,033,273 | EOYBookValueAmt |
| EOYFMV | $10,676,449 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stock | StockNm |
| EOY Book Value | $107,124,302 | EOYBookValueAmt |
| EOYFMV | $236,661,772 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Accrued Dvidends Receivable | CategoryOrItemTxt |
| Book Value | $505,866 | BookValueAmt |
| EOYFMV | $505,866 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Leasehold Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $255,201 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $121,307 | AccumulatedDepreciationAmt |
| Book Value | $133,894 | BookValueAmt |
| EOYFMV | $133,894 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,872 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,872 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Artwork | Desc |
| BOY Book Value | $58,045 | BOYBookValueAmt |
| EOY Book Value | $58,045 | EOYBookValueAmt |
| EOYFMV | $58,045 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net change in grants awarded | Desc |
| Amt | $1,387,540 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (29 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office supplies | $3,623 | $724 | $2,899 |
| Computer | $30,131 | $6,026 | $24,105 |
| Telephone | $5,593 | $1,119 | $4,474 |
| Plant care | $952 | $190 | $762 |
| Website Design | $540 | $540 | |
| Dues | $54,468 | $54,468 | |
| Postage | $1,747 | $349 | $1,398 |
| Vehicle expenses | $18,660 | $18,660 | |
| Payroll processing fees | $4,741 | $2,055 | $2,686 |
| Copier | $3,876 | $775 | $3,101 |
| Bank trust fees | $48,142 | $48,142 | |
| Shredding and Storage | $1,598 | $319 | $1,279 |
| Insurance | $6,166 | $2,055 | $4,111 |
| Miscellaneous | $697 | $697 | |
| Travel | $3,896 | $3,896 | |
| Entertainment | $4,540 | $4,540 | |
| Program registration | $735 | $735 | |
| Meals | $9,100 | $9,100 | |
| Security | $268 | $51 | $217 |
| Eden Hall Farm | $3,813 | $3,813 | |
| Repairs/Maintenance | $3,045 | $609 | $2,436 |
| Membership | $600 | $260 | $340 |
| Educational Benefits | $7,063 | $7,063 | |
| Furniture Fixtures | $2,515 | $503 | $2,012 |
| Amortization | $25,520 | $4,849 | $20,671 |
| Program Event Expenses | $2,782 | $2,782 | |
| Performance Measurement Service | $1,500 | $1,500 | |
| Memberships - Health Club | $1,035 | $1,035 | |
| Penalties | $768 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Miscellaneous Income | $7,946 | |
| OTHER INVESTMENT INCOME | $4,388 | $4,388 |
| Grants Returned | $40,946 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on grants distributed in stock | Desc |
| Amt | $8,020,779 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Payroll related liabilities | $17,713 | $32,397 |
| Excise tax payable | $10,681 | $37,816 |
| UBIT Payable | $1,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $39,471 | $17,115 | $22,356 |
| Excise tax | $174,478 |
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