HELPING HANDS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HELPING HANDS FOUNDATION INC (EIN 81-0636347)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-02-13
- IRS object ID
- 202030449349100003
- Schema version
- 2019v5.0
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-13T06:31:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810636347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELPING HANDS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SCHNEIDER DOWNS & CO INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELP | BusinessNameControlTxt |
| Phone | 4126975444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE NO 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH W HAMMEL | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 4126975444 | PhoneNum |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.79.164.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-28 | IPDt |
| IP Tm | 09:59:14 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C27DEABDA4EC5E58121BD650225FDE93C4AFF1C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEAE0638BBD52A7558A7782AC07DC71993A9B73F | 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 | $14,687,134 | 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 | $375,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $665,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $375,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $375,095 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,142 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,793 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,588 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,588 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,730 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $761,549 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $761,549 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $861,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,730 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $773,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$486,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $299,365 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,610,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,824,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,828,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,813,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,813,311 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,881,174 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,995,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,840,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,977,249 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,419,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,478,159 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,687,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,419,280 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,478,159 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,419,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,478,159 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,419,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,478,159 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,419,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$486,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $545,952 | OtherIncreasesAmt |
| Subtotal | $11,478,556 | SubtotalAmt |
| Other Decreases | $397 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,478,159 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LONG-TERM CAPITAL GAINS #96252 | PropertyDesc |
| Gross Sales Price | $665,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $665,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $787,967 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,480,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054416 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $682,986 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,112,078 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048397 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $675,838 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,062,906 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051737 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $666,331 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,584,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049049 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $650,409 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,780,615 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047197 | DistributionYr5Rt |
| Total Distribution | 0.250796 | TotalDistributionRt |
| Average Distribution | 0.050159 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,136,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $709,087 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $712,081 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $773,412 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,506 | OverpaymentAmt |
| Applied To ES Tax | $7,506 | 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 | DE | 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 | SCHNEIDER DOWNS CO INC | IndividualWithBooksNm |
| Phone | 4126975444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| K HAMMEL | ||||||||
| C/O ONE PPG PLACE | PITTSBURGH | PA | 15222 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| L HAMMEL | ||||||||
| C/O ONE PPG PLACE | PITTSBURGH | PA | 15222 | DIRECTOR/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST PRATT STREET 11TH FLOOR | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $74,588 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $12,661,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,690,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,352,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,352,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,136,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $706,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $706,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,994 | TotalTaxAmt |
| Distributable Before Adj | $703,845 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $703,845 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $703,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $773,412 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $773,412 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $770,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $703,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $556,988 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $773,412 | QualifyingDistributionsAmt |
| Applied To Year1 | $556,988 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,424 | 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 | $487,421 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | K HAMMEL | ContributingManagerNm |
| Contributing Manager | L HAMMEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANGELS OF HOPE | ||||||||
| 7755 22 MILE RD 183280 | SHELBY TWP | MI | 48318 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CHILDRENS HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| 4401 PENN AVENUE CENTRAL PLANT | PITTSBURGH | PA | 15224 | N/A | PC | PENNIES FROM HEAVEN FUND | $50,769 | FLOOR 3 |
| CROSSROADS FOUNDATION | ||||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | N/A | PC | GENERAL SUPPORT | $101,538 | |
| GIVE KIDS THE WORLD | ||||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | N/A | PC | GENERAL SUPPORT | $152,307 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 707 GRANT STREET 37TH FLOOR | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $126,802 | |
| PLACE OF HOPE INC | ||||||||
| 9078 ISAIAH LANE | PALM BEACH GARDENS | FL | 33418 | N/A | PC | GENERAL SUPPORT | $130,479 | |
| SHRINER'S HOSPITAL FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | GENERAL SUPPORT | $7,459 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | N/A | PC | GENERAL SUPPORT | $50,869 | |
| WINNER'S CIRCLE CHARITIES | ||||||||
| 825 PARKWAY STREET SUITE 8 | JUPITER | FL | 33477 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| YMCA OF GREATER PITTSBURGH | ||||||||
| 680 ANDERSON DRIVE SUITE 400 | PITTSBURGH | PA | 15220 | N/A | PC | YMCA CAMP KON-O-KWEE | $81,326 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $761,549 | 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 | $375,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $375,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $375,095 | 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 | $12,935 | Amt |
| Net Investment Income | $1,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,793 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATIONDATE OF GIFT: 12/18/19PROPERTY: 211 SHARES OF VGT STOCKBOOK VALUE: $10,776BOOK VALUATION METHOD: PURCHASE PRICEFMV: $50,769FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: CROSSROADS FOUNDATIONDATE OF GIFT: 12/18/19PROPERTY: 422 SHARES OF VGT STOCKBOOK VALUE: $21,552BOOK VALUATION METHOD: PURCHASE PRICEFMV: $101,538FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: GIVE KIDS THE WORLDDATE OF GIFT: 12/18/19PROPERTY: 633 SHARES OF VGT STOCKBOOK VALUE: $32,327BOOK VALUATION METHOD: PURCHASE PRICEFMV: $152,307FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: MAKE-A-WISH FOUNDATIONDATE OF GIFT: 12/18/19PROPERTY: 527 SHARES OF VGT STOCKBOOK VALUE: $26,914BOOK VALUATION METHOD: PURCHASE PRICEFMV: $126,802FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: PLACE OF HOPE, INC. DATE OF GIFT: 12/20/19PROPERTY: 537 SHARES OF VGT STOCKBOOK VALUE: $32,629BOOK VALUATION METHOD: PURCHASE PRICEFMV: $130,479FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: ST. JUDE CHILDREN'S RESEARCH HOSPITALDATE OF GIFT: 12/19/19PROPERTY: 211 SHARES OF VGT STOCKBOOK VALUE: $11,949BOOK VALUATION METHOD: PURCHASE PRICEFMV: $50,869FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: SHINER'S HOSPITAL FOR CHILDRENDATE OF GIFT: 12/18/19PROPERTY: 31 SHARES OF VGT STOCKBOOK VALUE: $1,583BOOK VALUATION METHOD: PURCHASE PRICEFMV: $7,459FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
| FORM 990-PF, PART I, LINE 25 | GRANTEE: YMCA OF GREATER PITTSBURGHDATE OF GIFT: 12/18/19PROPERTY: 338 SHARES OF VGT STOCKBOOK VALUE: $17,867BOOK VALUATION METHOD: PURCHASE PRICEFMV: $81,326FMV VALUATION METHOD: MARKET VALUE AT THE TIME OF TRANSFER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,109 SHS ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF | $466,845 | $525,788 |
| 1,757 SHS ISHARES IBOXX USD HIGH YIELD CORPORATE BOND ETF | $162,653 | $154,511 |
| 749 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $83,831 | $85,805 |
| 2,463 SHS ISHARES JP MORGAN USD EM CORPORATE BOND ETF | $117,262 | $127,559 |
| 2,382 SHS SPDR BLOOMBERG BARCLAYS INT CP B ETF | $75,716 | $81,369 |
| 9,116 SHS SPDR BLOOMEBERG BARCLAYS SHORT TERM HIGH YIELD ETF | $262,247 | $245,585 |
| 8,152 SHS VANGUARD SHORT TERM CORPORATE BOND ETF | $644,757 | $660,557 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 6,247 SHS COMM SERVICES SELECT SECTOR | AT COST | $277,391 | $335,027 |
| 4,446 SHS ISHARES RUSSELL 2000 ETF | AT COST | $485,056 | $736,569 |
| 3,616 SHS ISHARES CORE S&P MIDCAP ETF | AT COST | $543,783 | $744,245 |
| 702 SHS ISHARES NASDAQ BIOTECHNOLOGY ETF | AT COST | $37,385 | $84,598 |
| 2,020 SHS ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | AT COST | $156,834 | $253,631 |
| 1,332 SHS ISHARES EDGE MSCI USA QUALITY FACTOR ETF | AT COST | $81,162 | $134,532 |
| 1,825 SHS MATERIALS SELECT SECTOR SPDR TRUST ETF | AT COST | $89,261 | $112,092 |
| 2,685 SHS VANGUARD VALUE ETF | AT COST | $283,213 | $321,797 |
| 2,962 SHS VANGUARD CONSUMER DISCRETIONARY ETF | AT COST | $199,269 | $561,240 |
| 1,330 SHS VANGUARD CONSUMER STAPLES ETF | AT COST | $143,517 | $214,396 |
| 9,981 SHS VANGUARD FINANCIALS ETF | AT COST | $441,104 | $761,351 |
| 3,917 SHS VANGUARD HEALTH CARE ETF | AT COST | $271,636 | $751,046 |
| 1,676 SHS VANGUARD INFORMATION TECHNOLOGY ETF | AT COST | $149,358 | $410,369 |
| 3,461 SHS VANGUARD INDUSTRIALS ETF | AT COST | $252,926 | $532,579 |
| 2,820 SHS VANGUARD ENERGY ETF | AT COST | $263,183 | $229,802 |
| 14,661 SHS VANGUARD FTSE PAC ETF | AT COST | $858,405 | $1,020,112 |
| 18,386 SHS VANGUARD FTSE EUROPE ETF | AT COST | $896,927 | $1,077,420 |
| 21,772 SHS VANGUARD FTSE EMERGING MARKETS ETF | AT COST | $854,274 | $968,201 |
| 16,753 SHS VANGUARD FTSE DEVELOPED MKT ETF | AT COST | $655,344 | $738,137 |
| 25,000 SHS STARWOOD REAL ESTATE INCOME TRUST INC. ESCROW | AT COST | $500,000 | $532,500 |
| 39,920 SHS BLACKSTONE REAL ESTATE INCOME TRUST IN CL A/O 11/30/18 | AT COST | $400,000 | $457,605 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $397 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT ON DONATED STOCK | Desc |
| Amt | $545,952 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT SERVICES | CategoryTxt |
| Amt | $74,588 | Amt |
| Net Investment Income | $74,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAYMENTS | CategoryTxt |
| Amt | $12,629 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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