STEIN RICH FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- STEIN RICH FAMILY FOUNDATION (EIN 27-3556436)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349100939
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:12:03-05:00 | 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 | 273556436 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEIN RICH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEI | BusinessNameControlTxt |
| Phone | 4127990106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY SUE RICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4127990106 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | 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 | 2019-05-10 | IPDt |
| IP Tm | 10:55:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9B917A9CD890140E230CF96B6B707F00B463B466 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A286D332C2252419BB9F08E325A75CFC84648FAC | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,059,733 | 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 | $37,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $245,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,186,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $245,685 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,377 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $787 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,645 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,645 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,727 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,598 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,727 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,650 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,546 | CashBOYAmt |
| Cash EOY | $306,786 | CashEOYAmt |
| Cash EOYFMV | $306,786 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,086,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $852,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,163,576 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $314,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $261,988 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $257,676 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $152,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $370,991 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $331,695 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,624,536 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,792,651 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,059,733 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,624,536 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,792,651 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,624,536 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,792,651 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,624,536 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,792,651 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,624,536 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,792,986 | SubtotalAmt |
| Other Decreases | $335 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,792,651 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN/LOSS ON INVESTMENT | P | 2017-05-28 | 2018-08-30 | $1,157,490 | $940,869 | $216,621 | $216,621 |
| CAPITAL GAINS DIVIDENDS | P | $29,064 | $29,064 | $29,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $245,685 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,031,671 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046088 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $93,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,853,773 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050525 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,918,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051197 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $91,490 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,998,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045785 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,624 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,905,878 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029185 | DistributionYr5Rt |
| Total Distribution | 0.222780 | TotalDistributionRt |
| Average Distribution | 0.044556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,231,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,430 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $102,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,363 | 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 | $2,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $2,695 | TaxDueAmt |
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 | PA | 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 | BETTY SUE RICH | IndividualWithBooksNm |
| Phone | 4127990106 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 WESTMORELAND FARM LANE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15215 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN J STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| BETTY SUE RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JUDITH H STEIN | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LAWRENCE S RICH | ||||||||
| 3 WESTMORELAND FARM LANE | PITTSBURGH | PA | 15215 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| DEBORAH F GRAVER | ||||||||
| 610 SMITHFIELD STREET 400 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,062,102 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,265,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,265,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,231,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,677 | TotalTaxAmt |
| Distributable Before Adj | $108,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,363 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,677 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,686 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,548 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,548 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,815 | 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 | $104,086 | 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 | ALVIN J STEIN | ContributingManagerNm |
| Contributing Manager | BETTY SUE RICH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANIMAL FRIENDS | ||||||||
| 562 CAMP HORNE ROAD | PITTSBURGH | PA | 15237 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | ||||||||
| ONE CHILDRENS HOSPITAL DRIVE 4401 | PITTSBURGH | PA | 152241342 | N/A | PC | GENERAL SUPPORT | $5,000 | PENN AVENUE CENTRAL PLANT FLOOR 3 |
| DEFENDERS OF FREEDOM | ||||||||
| 225 W STATION SQUARE DR STE 620 | PITTSBURGH | PA | 15219 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF THE IDF | ||||||||
| 29 E MADISON ST | CHICAGO | IL | 60602 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HOLOCAUST CENTER OF PITTSBURGH | ||||||||
| 826 HAZELWOOD AVE | PITTSBURGH | PA | 15217 | N/A | PC | TO SUPPORT THE PITTSBURGH HOLOCAUST CENTER | $5,000 | |
| JEWISH COMMUNITY CENTER OF GREATER PITTSBURGH | ||||||||
| 5738 FORBES AVENUE | PITTSBURGH | PA | 15217 | N/A | PC | TO SUPPORT THE EMMA KAUFMANN CAMP | $12,500 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | VICTIMS OF TERROR FUND | $2,500 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 235 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 236 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | TO SUPPORT YESHIVA(TZOHAR) | $5,000 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 237 MCKEE PLACE | PITTSBURGH | PA | 15213 | N/A | PC | BNAI ISRAEL CEMETARY ENDOWMENT FUND | $10,000 | |
| LIVE LIKE LOU | ||||||||
| 2 SOUTH CAMPUS AVE | OXFORD | OH | 45056 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE EDUCATION PARTNERSHIP | ||||||||
| 281 CORLISS ST | PITTSBURGH | PA | 15220 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,363 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $245,685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $283,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,048 | 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 | $3,150 | Amt |
| Net Investment Income | $787 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,363 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7,282.453 SHS AB GLOBAL BOND CLASS A | $62,133 | $59,498 |
| 5,811.542 SHS AB MUNI INCOME PENNSYLVANIA CL A | $59,930 | $59,510 |
| 5,684.725 SHS LORD ABBETT CORE FIXED INCOME FD F | $59,917 | $59,803 |
| 6,723.361 SHS T ROWE PRICE TAX FREE HIGH YIELD | $80,008 | $78,865 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 375 SHS ACTIVISION BLIZZARD INC COM | $26,664 | $17,464 |
| 14 SHS ALPHABET INC CL A | $2,257 | $14,629 |
| 14 SHS ALPHABET INC CL C | $2,243 | $14,499 |
| 64 SHS AMAZON.COM INC | $23,908 | $96,126 |
| 168 SHS APPLE INC | $4,806 | $26,500 |
| 135 SHS BERKSHIRE HATHAWAY INC CL B | $18,374 | $27,564 |
| 100 SHS CHEVRON CORP | $9,648 | $10,879 |
| 840 SHS COMCAST CORP NEW CL A | $26,537 | $28,602 |
| 315 SHS DICKS SPORTING GOODS INC | $16,821 | $9,828 |
| 260 SHS DISNEY WALT CO | $26,491 | $28,509 |
| 255 SHS EXELON CORP | $8,171 | $11,501 |
| 125 SHS EXXON MOBIL CORP | $9,686 | $8,524 |
| 400 SHS GENOMIC HEALTH INC | $6,646 | $25,764 |
| 210 SHS JOHNSON & JOHNSON | $13,680 | $27,101 |
| 285 SHS JPMORGAN CHASE & COMPANY | $10,004 | $27,822 |
| 110 SHS NATIONAL OILWELL VARCO INC | $2,258 | $2,827 |
| 390 SHS NETFLIX.COM | $24,604 | $104,387 |
| 135 SHS PARKER-HANNIFIN CORP | $11,645 | $20,134 |
| 109 SHS PEPSICO INC | $5,300 | $12,042 |
| 200 SHS PPG INDUSTRIES INC | $9,127 | $20,446 |
| 126 SHS PRICE T ROWE GRP INC | $4,652 | $11,632 |
| 165 SHS QUALCOMM INC | $9,483 | $9,390 |
| 450 SHS STARBUCKS CORP | $17,931 | $28,980 |
| 1,073 SHS TAIWAN SEMICONDUCTOR MFG CO LTD | $10,544 | $39,604 |
| 290 SHS UNITED OVERSEAS BK LTD | $5,652 | $10,455 |
| MUTUAL FUNDS | $545,754 | $528,367 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 425 SHS INVESCO EXCHANGE TRADED FD TR S&P500 EQL | AT COST | $26,628 | $18,335 |
| 1,410 SHS ISHARES MSCI EAFE ETF | AT COST | $99,526 | $82,880 |
| 430 SHS ISHARES MSCI EMERGING MARKETS ETF | AT COST | $19,870 | $16,796 |
| 560 SHS ISHARES TR COHEN STEER REIT | AT COST | $52,716 | $53,592 |
| 130 SHS ISHARES TR US AER DEF ETF | AT COST | $26,283 | $22,472 |
| 395 SHS VANGUARD INDEX FDS FORMERLY VANGUARD | AT COST | $99,014 | $90,775 |
| 830 SHS WISDOMTREE TR EUROPE HEDGED EQ | AT COST | $46,954 | $46,845 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $335 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,645 | Amt |
| Net Investment Income | $10,645 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $295 | $295 | $0 |
| EXCISE TAX | $508 | $0 | $0 |
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