HAWTHORNDEN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HAWTHORNDEN FOUNDATION (EIN 52-1324746)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-03
- IRS object ID
- 201911549349100001
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-03T07:05:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521324746 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAWTHORNDEN LITERARY RETREAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAWT | BusinessNameControlTxt |
| Phone | 4123922220 | 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 | 152225416 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA SHEA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4123922220 | PhoneNum |
| Signature | 2019-06-03 | 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 | 2019-06-03 | IPDt |
| IP Tm | 07:37:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2F809E41636C648B3B69A00E7F169955362743DB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ED4C94F1B30A2419E19D98BACB4CD30BED54357B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $79,933,448 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,852,451 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $207,654 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $207,654 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $207,654 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $416,454 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $416,454 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $416,454 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,357,367 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,164 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $30,683,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $831,272 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $624,108 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $246,442 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $246,442 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $131,475 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $131,475 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,160 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,160 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,891 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $85,521 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,522 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,252 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,270 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,806 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $23,806 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $349,940 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $349,940 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45,756 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45,756 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $19,925 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $19,925 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,114,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,051,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,138,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,075,239 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,544,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $624,108 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206,266 | CashBOYAmt |
| Cash EOY | $198,942 | CashEOYAmt |
| Cash EOYFMV | $198,942 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $428,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,701,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,701,939 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,874,278 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,735,306 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,735,306 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,163,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,188,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,188,521 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $28,918,481 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $28,862,374 | LandBOYAmt |
| Land EOY | $28,918,481 | LandEOYAmt |
| Land EOYFMV | $28,918,481 | LandEOYFMVAmt |
| Other Assets BOY | $190,259 | OtherAssetsBOYAmt |
| Other Assets EOY | $190,259 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $190,259 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,724,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,933,448 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $79,933,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,724,962 | UnrestrictedBOYAmt |
| Unrestricted EOY | $79,933,448 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,724,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,933,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,724,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,933,448 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,724,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,544,862 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,705,578 | OtherIncreasesAmt |
| Subtotal | $80,975,402 | SubtotalAmt |
| Other Decreases | $1,041,954 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,933,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| LT CAPITAL GAINS | $2,851,332 | $2,649,834 | $201,498 | $201,498 | |
| ST CAPITAL GAINS | $500,363 | $500,369 | -$6 | -$6 | |
| CAPITAL GAINS DIVIDENDS | $5,672 | $5,672 | $5,672 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,164 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $981,838 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,821,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047154 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $947,787 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,396,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,006,413 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,063,682 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,185,367 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,143,948 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058845 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,050,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,522,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056717 | DistributionYr5Rt |
| Total Distribution | 0.261741 | TotalDistributionRt |
| Average Distribution | 0.052348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,384,091 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,433,502 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,441,179 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,131,346 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,727 | OverpaymentAmt |
| Applied To ES Tax | $9,727 | 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 | Yes (1) | 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 | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4122613644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PL STE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152225416 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | SZ | ForeignCountryCd |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DRUE HEINZ DECEASED 318 | ||||||||
| C/O LBHM 1001 LIBERTY AVE STE 1150 | PITTSBURGH | PA | 15222 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| JULIA V SHEA | ||||||||
| PO BOX 68 FDR STATION | NEW YORK | NY | 10150 | TREASURER | 4.00 | $0 | $0 | $0 |
| MARY LOU ROSENFELDER | ||||||||
| C/O LBHM 1001 LIBERTY AVE STE 1150 | PITTSBURGH | PA | 15222 | SECRETARY (THRU 12/31/18) | 4.00 | $0 | $0 | $0 |
| MR DAVID CAMPBELL | ||||||||
| C/O LBHM 1001 LIBERTY AVE STE 1150 | PITTSBURGH | PA | 15222 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| VICTORIA GRAY | ||||||||
| C/O LBHM 1001 LIBERTY AVE STE 1150 | PITTSBURGH | PA | 15222 | TRUSTEE | 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 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Service Type | FINANCIAL AND ACCOUNTING SERVICES | ServiceTypeTxt |
| Compensation | $83,698 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HAWTHORNDEN CASTLE (SCOTLAND) - INTERNATIONAL RETREAT FOR WRITERS | Description1Txt |
| Expenses1 | $557,227 | Expenses1Amt |
| Description2 | CASA ECCO (ITALY) - INTERNATIONAL RETREAT FOR WRITERS | Description2Txt |
| Expenses2 | $518,012 | Expenses2Amt |
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 | $22,561,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,239,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,801,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,801,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $417,017 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,384,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,369,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,075,239 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $56,107 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,131,346 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,131,346 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1985-07-01 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $624,108 | CurrentYearAmt |
| Year1 | $453,419 | Year1Amt |
| Year2 | $457,235 | Year2Amt |
| Year3 | $387,261 | Year3Amt |
| Total | $1,922,023 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $530,492 | CurrentYearAmt |
| Year1 | $385,406 | Year1Amt |
| Year2 | $388,650 | Year2Amt |
| Year3 | $329,172 | Year3Amt |
| Total | $1,633,720 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,131,346 | CurrentYearAmt |
| Year1 | $981,838 | Year1Amt |
| Year2 | $947,787 | Year2Amt |
| Year3 | $1,006,413 | Year3Amt |
| Total | $4,067,384 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,131,346 | CurrentYearAmt |
| Year1 | $981,838 | Year1Amt |
| Year2 | $947,787 | Year2Amt |
| Year3 | $1,006,413 | Year3Amt |
| Total | $4,067,384 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $912,803 | CurrentYearAmt |
| Year1 | $694,067 | Year1Amt |
| Year2 | $646,553 | Year2Amt |
| Year3 | $668,789 | Year3Amt |
| Total | $2,922,212 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DRUE HEINZ DECEASED 318 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDINBURGH INTERNATIONAL BOOK FESTIVAL | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5A CHARLOTTE SQUARE | AddressLine1Txt |
| City | EDINBURGH | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | EH2 4DR | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | FOREIGN | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDINBURGH BOOK FESTIVAL GRANT | GrantOrContributionPurposeTxt |
| Amt | $24,044 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,044 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,654 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416,454 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,164 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $831,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $831,272 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DRUE HEINZ REVOCABLE TRUST NO 1 | ||||||
| 1 | 1001 LIBERTY AVE SUITE 1150 | PITTSBURGH | PA | 15222 | $1,500,000 | Yes (X) |
| DRUE HEINZ TRUST | ||||||
| 2 | 1001 LIBERTY AVE SUITE 1150 | PITTSBURGH | PA | 15222 | $26,352,451 | Yes (X) |
| DRUE AND HJ HEINZ II EXEMPT CHARITABLE TRUST | ||||||
| 3 | 1001 LIBERTY AVE SUITE 1150 | PITTSBURGH | PA | 15222 | $2,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $83,698 | $8,370 | $0 | $75,328 |
| ACCOUNTING FEES - ITALY | $6,631 | $0 | $0 | $6,631 |
| ACCOUNTING FEES - SCOTLAND | $3,562 | $0 | $0 | $3,562 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $16,188,521 | EOYBookValueAmt |
| EOYFMV | $16,188,521 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $19,735,306 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $19,735,306 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $1,458 | $0 | $0 | $1,458 |
| LEGAL FEES - ITALY | $10,583 | $0 | $0 | $10,583 |
| LEGAL FEES - SCOTLAND | $3,119 | $0 | $0 | $3,119 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FURNISHINGS | Desc |
| BOY Book Value | $190,259 | BOYBookValueAmt |
| EOY Book Value | $190,259 | EOYBookValueAmt |
| EOYFMV | $190,259 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FOREIGN CURRENCY TRANSLATION | $23,793 |
| CHANGE IN UNREALIZED GAIN/LOSS | $1,018,161 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $32,031 | $0 | $0 | $32,031 |
| SECURITY EXPENSE | $6,637 | $0 | $0 | $6,637 |
| COMPUTER EXPENSE | $417 | $0 | $0 | $417 |
| HAWTHORNE PRIZE EXPENSE | $35,161 | $0 | $0 | $35,161 |
| MISCELLANOUS | $654 | $0 | $0 | $654 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR 2017 INVESTMENTS RECORDED AT COST | Desc |
| Amt | $8,705,578 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES - ITALY | $27,861 | $0 | $0 | $27,861 |
| PROFESSIONAL FEES - SCOTLAND | $30,409 | $0 | $0 | $30,409 |
| INVESTMENT FEES | $55,252 | $55,252 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DRUE HEINZ REVOCABLE TRUST NO 1 | |||
| 1001 LIBERTY AVE SUITE 1150 | PITTSBURGH | PA | 15222 |
| DRUE HEINZ TRUST | |||
| 1001 LIBERTY AVE SUITE 1150 | PITTSBURGH | PA | 15222 |
| DRUE AND HJ HEINZ II EXEMPT CHARITABLE TRUST | |||
| 1001 LIBERTY AVE SUITE 1150 | PITTSBURGH | PA | 15222 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD & PAID | $6,306 | $0 | $0 | $6,306 |
| NET INVESTMENT EXCISE TAXES | $17,500 | $0 | $0 | $17,500 |
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